About this role

Prospect and qualify new investor leads (hedge funds, private equity, venture capital, asset managers)
Conduct outbound outreach via email, phone, and LinkedIn
Support product demos and client conversations by understanding investor use cases
Collaborate with Research and Data Product teams to address client questions
Maintain CRM hygiene and manage pipeline tracking
Help build advocates within target accounts
Learn to manage full sales cycles over time

2+ years of experience in sales, business development, or a client-facing role (enterprise or subscription sales is a plus)
highly motivated to build a career in enterprise sales within financial services
comfortable with outbound prospecting and energized by hunting for new opportunities
intellectually curious and excited about data, investing, and financial markets
resilient and thrive in a fast-paced, performance-driven environment
strong written and verbal communication skills, including thoughtful questioning
team player who values collective success as much as individual achievement

Sales Associate – Investor

Key skills