Tech Stack

Description

You will generate new leads and prospect accounts through cold outreach, service existing clients, and collaborate with team members to achieve sales targets. You'll leverage Salesforce CRM, prepare client materials, and develop knowledge of private market investment strategies.

Requirements

• Bachelor's degree, ideally with business focus
• 1-4 years' experience as internal salesperson
• Knowledgeable about private market investment strategies
• Strong phone and interpersonal communication skills
• Self-starter with ability to plan and deliver effective presentations

Responsibilities

• Generate new leads and prospect accounts through cold calling, emailing, and LinkedIn daily
• Work with external partners to schedule meetings and support prospect follow-up
• Service existing clients with impromptu needs and time-sensitive inquiries
• Build and maintain relationships to achieve sales targets
• Prepare and deliver customized client-facing materials