*This post was created on behalf of one of Bravado’s clients.
Our client is a forward-thinking company focused on leveraging AI technology to enhance clarity and efficiency for investors and financial markets. Founded in 2019, the company draws inspiration from its founders’ experiences at Point72, a prominent NYC-based long/short equity hedge fund. Our client emphasizes the importance of accurate data as a critical factor in making sound investment decisions. By utilizing AI-driven solutions, the company aims to provide institutional finance professionals with the speed and confidence needed to navigate complex financial landscapes.
As a Series B venture-backed organization, fosters a culture centered on individual ownership, professional growth, impactful contributions, and continuous learning. Its mission reflects a commitment to advancing tech-driven accuracy in the world of institutional finance.
Location: United States of America
Key Responsibilities:
- Research and identify potential customers through various channels such as online tools, databases, social media, and referrals. Build and maintain a pipeline of qualified leads for the sales team.
- Conduct outbound calls, emails, and other communications to engage with potential customers. Use personalization and creativity to capture the interest of prospects and initiate conversations.
- Engage with prospects to understand their needs, challenges, and potential fit for the company’s products or services. Ask qualifying questions to assess the lead's suitability and readiness for further sales engagement.
- Schedule meetings, product demonstrations, or consultations for Account Executives or other members of the sales team. Ensure smooth transitions by providing comprehensive handoffs to the next stage in the sales process.
- Build rapport with potential clients to nurture long-term relationships. Represent the company positively and professionally during all interactions.
- Log all activities, communications, and progress in the CRM system (e.g., Salesforce, HubSpot). Provide regular reports on outreach efforts, pipeline metrics, and results to the sales manager.
- Stay updated on industry trends, competitor offerings, and market developments. Provide feedback to the sales and marketing teams to refine targeting and messaging strategies.
- Work closely with marketing teams to align lead generation efforts with marketing campaigns. Collaborate with the sales team to optimize outreach and qualification processes.
- Participate in training sessions to improve product knowledge, sales techniques, and communication skills.
- Strong communication and interpersonal skills. Proactive and self-motivated with a results-driven attitude. Excellent organizational and time management abilities.
Minimum Qualifications:
- High school diploma or equivalent is often required. A bachelor’s degree in business, marketing, communications, or a related field is preferred but not always mandatory.
- 0–2 years of experience in sales, customer service, or a related field. Prior experience in outbound calling, lead generation, or telemarketing is a plus but not always necessary.
- Strong verbal and written communication skills to engage with prospects effectively. Ability to present information clearly and professionally.
- A friendly, engaging, and confident demeanor when speaking with prospects. Ability to build rapport and maintain positive relationships.
- Familiarity with CRM tools (e.g., Salesforce, HubSpot) or a willingness to learn. Basic proficiency in Microsoft Office Suite or Google Workspace.
- Ability to manage multiple tasks, prioritize activities, and meet deadlines. Comfort with cold calling and handling rejection.
- A goal-oriented mindset with the determination to achieve targets. Basic ability to research prospects and tailor outreach strategies.
- Self-motivated and proactive in seeking opportunities. Willingness to learn and adapt in a fast-paced environment.
- Strong team player with a collaborative attitude. Familiarity with sales enablement tools (e.g., LinkedIn Sales Navigator, Zoom Info).
- Experience with email automation tools is advantageous.
Skills & Experience:
- Strong verbal and written communication skills to effectively engage with prospects. Active listening to understand customer needs and challenges.
- Ability to build rapport and establish trust with prospects. Confidence in initiating conversations and maintaining professional relationships.
- Skilled at managing multiple tasks, prioritizing leads, and meeting deadlines. Efficient in maintaining an organized sales pipeline and follow-up schedule.
- Ability to research prospects and businesses to tailor outreach strategies. Analyze interactions to optimize messaging and approach.
- Basic understanding of sales processes, including lead qualification and objection handling. Strong persuasive abilities to guide prospects to the next stage of the sales funnel.
- Familiarity with CRM systems (e.g., Salesforce, HubSpot) for tracking activities and managing leads. Knowledge of sales enablement tools like LinkedIn Sales Navigator, ZoomInfo, or Outreach.io.
- Basic understanding of email automation tools and data entry systems. Comfort with rejection and a willingness to keep trying. Adaptability to changing market conditions or strategies.
- Ability to work closely with sales, marketing, and account teams to align efforts. Share feedback and insights with colleagues to improve overall processes.
- 0–2 years of experience in sales, lead generation, customer service, or telemarketing. Experience with making outbound calls, sending emails, or managing prospecting campaigns (preferred).
- Basic knowledge of sales funnels, lead qualification, and buyer personas. Exposure to the industry or niche you’re applying to can be an advantage.
- Goal-oriented and self-motivated. Eager to learn and grow in the sales domain. Comfortable working in a fast-paced, results-driven environment.
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