Sales Manager
2 days ago
Key Responsibilities
Lead Sourcing & Qualifying
? 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.
CRM & Performance Reporting
? 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.
Collaboration & Support
? Partner with the Sales Manager, Director of Operations, and CRM Manager to coordinate lead intake, handoff, documentation, and follow-ups
Key Skills & Qualifications
? 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
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