🛠 Tech Stack

💼 About This Role

You'll work with Enterprise Sales at a financial software company, acting as the central point of contact for warm leads and preparing high-quality first meetings. You'll directly impact pipeline generation by qualifying prospects and supporting Account Executives. This role offers exposure to innovative financial services institutions and a path into enterprise sales.

🎯 What You'll Do

• Act as central point of contact for inbound warm leads
• Research and profile leads for high-quality first meetings
• Conduct qualification and discovery calls with prospects
• Document outreach and client engagement in Salesforce

📋 Requirements

• 3-5 years exposure to Capital Markets
• Experience with sales methodologies for data gathering and reporting
• Proficiency in CRM and LinkedIn Sales Navigator
• Strong communication and interpersonal skills

✨ Nice to Have

• Background in banking, asset management, or wealth management
• Experience with Hubspot or other lead generation tools
• Hyper-growth stage company experience

🎁 Benefits & Perks

• 💰 Competitive base salary ($130k-$140k annual)
• 🏢 Hybrid work environment (New York, NY)
• 📈 Sales career growth in enterprise software