• Cold calling to generate new business opportunities with decision makers on the buy-side
  • Nurture and qualify both inbound / outbound leads to be guided through sales funnel
  • Multitask in meeting lead generation quota and revenue targets
  • Support sales associates in the sales cycle from qualification to the close
  • Perform high level demonstrations all product verticals
  • Collaborate with marketing, account management, and product managers on ad-hoc requests
  • Relationship development skills to grow client base


  • 1-3 years of inside sales experience selling to institutional investment management firms
  • Entrepreneurial mindset and an ability to quickly adapt and learn
  • Hunter mentality with a methodic, regimented, and not afraid to pick up and phone to call executives
  • Timely and perseverant when running a sales cycle
  • Comfortable using sales tools such as Salesforce, LinkedIn, Excel, BigDough

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