Sales Manager
3 weeks ago
Join to apply for the Sales Manager role at OptiNizers .
Responsibilities- Identify and engage prospective investors through LinkedIn, referrals, investor networks, and direct outreach.
- Qualify leads and maintain a consistent, high-volume cadence across digital and personal channels.
- Build and organize investor lists across key affinity groups, capital networks, and geographic markets.
- Manage outreach workflows and engagement data through Salesforce and supporting platforms.
- Maintain complete, up-to-date lead records in Salesforce, including notes, next steps, and contact history.
- Track and report on investor tiering, outreach metrics, and pipeline efficiency.
- Provide insights and recommendations to optimize sourcing strategies and closing rates.
- Oversee the CRM Manager, supporting with development, advocacy, and morale.
- Partner with the Sales Manager, Director of Operations, and CRM Manager to coordinate lead intake, handoff, documentation, and follow-ups.
- 2–5 years of experience in fundraising, investor relations, or high-value B2B/B2C sales
- Experience in real estate, private equity, and/or fundraising is preferred
- Demonstrated success in sourcing and closing investor capital independently
- Exceptional communication and presentation skills
- Strong organizational habits and ability to work autonomously in a fast-paced environment
- Familiarity with CRMs (Salesforce preferred), LinkedIn Sales Navigator, and automation tools
- Mid-Senior level
- Contract
- Accounting/Auditing
- Quality Assurance
- Business Development
- Investment Management
- Investment Advice
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