Related skills
crm salesforce outreach gong📋 Description
- Source FA expansion opportunities within existing customers.
- Partner cross-functionally with CSMs to review portfolios and triggers.
- Engage customers in reviews and touchpoints to uncover needs.
- Pipeline development and handoff between CSMs and AEs.
- Campaign collaboration with Marketing and Sales to build FA pipeline.
- Data management and reporting in CRM to track progress.
🎯 Requirements
- 3–5 years in customer-facing roles (B2B SaaS, fintech, or investment mgmt)
- Fund Administration experience in PE, VC, or real estate
- Build relationships with CFOs and fund ops leaders to drive expansion
- Identify and qualify expansion opportunities in existing portfolios
- Outbound outreach experience (email, phone, LinkedIn) to current customers
- CRM discipline in Salesforce; Outreach or Gong is a plus
🎁 Benefits
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company-paid holidays
- Annual professional development stipend
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