The Sales and Business Associate plays a pivotal role in supporting business development initiatives and the day-to-day operations of a rapidly scaling investment manager. This multifaceted position will provide comprehensive sales, operations, investor relations and administrative support and be a core part of our team.
Responsibilities
· Sales
· Identify leads (based on target customer profile), research and qualify those leads
· Conduct outreach to those leads via multiple channels, primarily LinkedIn and email
· Design and improve upon email templates in our CRM system (Hubspot) that can be customized to run lead generation at scale
· Draft personalized emails that demonstrate thoughtfulness, intention, and professionalism based on research of mutual connections, focus of work, research published, organization’s priorities, etc.
· Run sales outreach campaigns on the CRM system – gathering data, analyzing results, and improving campaigns
· Respond to any positive lead responses and set up meetings
· Prepare bios and background research for the meetings
· Update marketing materials (presentation, website, databases) on a monthly or quarterly basis
· Investor Relations
· Manage response to investor inquiries, leveraging all available resources in the firm
· Collaborate with team to prepare drafts of due diligence questionnaires or reports
· Confirm investor data completed by service providers prior to submitting to investors
· Operations
· Assist with various data entry and performance reporting tasks and maintain accurate records of important information on Excel spreadsheets
· Process payments to vendors and service providers
· Provide support on various operations and compliance projects and assignments
· Administration
· Manage and coordinate schedules, including arranging internal and external meetings
· Take meeting minutes and distribute to attendees as needed
· Provide support of ad-hoc administrative initiatives (e.g. Planning offsites, travel schedules, etc.)
Qualifications
· Excellent written English – work done 100% in English
· Bachelor’s degree with a minimum of 2 years of working experience either in a sales role, communications, or investment company operations/sales support
· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications
· Analytical, likes to look at data and use the data to improve sales strategies
· An entrepreneurial spirit – resourceful in finding facts, data, and contact information on the web and publicly available sources
· Honest, positive, and mature personality that is additive to an entrepreneurial, collaborative, team-oriented organization
· Self-starter, able to self-manage tasks and projects yet know when to ask for help
· Organized, good project manager capable of running and improving repeatable processes
· Ability to maintain confidentiality and handle sensitive information with discretion
· Demonstrates good judgment in communicating to our clients with professionalism
Benefits
· Includes base salary, a 401(k) plan, medical and dental insurance, paid holidays, vacation and sick days.
· Remote work arrangement (US time zones) with quarterly team “off-sites”.
· Collaborative environment where your contributions are valued and recognized.
$50,000 - $70,000 per year