🛠 Tech Stack

💼 About This Role

You'll identify potential customers and research their financial needs for Compound's wealth management platform. You'll drive customer meetings for financial advisors through outbound outreach, helping individuals from top tech companies manage their finances. You'll also contribute to improving our lead generation playbook.

🎯 What You'll Do

• Research potential customers' financial needs
• Drive customer meetings through outbound emails and calls
• Identify prospect needs and suggest appropriate resources
• Facilitate experience through sales funnel connecting with advisors

📋 Requirements

• Salesforce proficiency
• Outbound sales experience
• Wealth management knowledge
• Organizational skills and attention to detail

✨ Nice to Have

• Experience with high-net-worth individuals
• Familiarity with sales automation tools

🎁 Benefits & Perks

• 🏖️ Remote-first team
• 💰 Competitive salary and equity
• 🏥 Health and life insurance
• 📈 401k match
• 👶 Paid parental leave