investorflow - Sales Development Representative

London+ Equity3mo ago

In Office Junior EMEA Fintech Software Sales Representative Business Development Representative Market Research Outreach Business Development Salesforce Reporting

Requirements

• 1–2 years of experience in a sales, business development, or client-facing role • Exceptional written and verbal communication; you can write a cold email that actually gets a reply • Genuine curiosity about private markets, alternative investments, and the firms that manage them • Comfort with ambiguity and a builder's mindset. — We're scaling, things move fast • The ability to be organized, self-motivated, and disciplined about follow-up • Bachelor's degree or equivalent experience • Previous experience with SaaS or financial services • Familiarity with Salesforce, Outreach, LinkedIn Sales Navigator, or similar tools is a plus • InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.

Responsibilities

• Own top-of-funnel pipeline generation through outbound prospecting via cold email, phone, and LinkedIn • Qualify inbound leads from marketing campaigns, events, and referrals • Research target accounts by understanding firm structure, fund strategy, team composition, and likely pain points • Craft personalized, high-quality outreach to senior stakeholders including Partners, CFOs, COOs, and IR professionals • Book discovery meetings for Account Executives and hand off warm, well-contextualized leads • Maintain accurate activity and pipeline data in Salesforce • Partner with Marketing on campaign feedback, messaging testing, and account targeting • Hit and exceed monthly and quarterly qualified meeting targets