Senior Account Executive Investment Sales

You will manage inbound and warm investor conversations from qualification through close. You will identify investor motivations, recommend appropriate offerings, address objections, document outcomes in HubSpot, and advance leads. You will use AI tools for research, preparation, and personalized follow-up.

Responsibilities

• Own inbound and warm prospect and investor calls from qualification through close
• Convert net-new prospects into first-time investors
• Identify prospect motivations and adapt conversations in real time
• Use discovery to match investor needs to appropriate offerings
• Address buying signals, hesitation, and objections
• Explain the investment opportunity and available access
• Document call outcomes, prospect insights, and next steps in HubSpot
• Advance your book of leads
• Share lead-quality feedback with Marketing and Nurture teams
• Contribute to coaching, call-quality standards, and performance practices
• Use AI tools for prospect research, call preparation, and personalized follow-up

Requirements

• 7+ years of experience in a closing sales role
• Strong verbal communication and phone-based relationship-building skills
• Ability to diagnose prospect needs and adapt to motivations and buying signals
• Ability to learn and communicate about venture capital, fund structures, and portfolio construction
• Ability to manage a high volume of prospect conversations while maintaining quality and documentation
• Experience using HubSpot or a comparable CRM for pipeline management, call documentation, and follow-up
• Experience using AI tools for prospect research, call preparation, and follow-up

Benefits

• Comprehensive health coverage with employer-funded deductible support and HSA contributions
• Dental and vision plans
• HSA, FSA, and commuter benefits with monthly employer contribution
• 401(k) with company match and immediate vesting
• Company-paid life and disability insurance
• Optional supplemental insurance coverage
• Employee assistance program, health advocacy, and wellness resources
• Flexible unlimited PTO
• Paid parental leave
• 10 company holidays