Senior Account Executive, Investment Sales

Alumni Ventures • Manchester, NH

3d • Onsite

About The Position

The Senior Account Executive, Investment Sales supports Alumni Ventures’ growth by converting prospective investors into first-time investors and establishing the foundation for long-term relationships. Reporting to the EVP of Nurture Marketing within the Investor Conversion Pillar, this role owns inbound and warm prospect conversations from qualification through close.

This is a solution-selling role focused on understanding each prospect’s goals for venture exposure and connecting those needs to an appropriate Alumni Ventures offering, which may include a syndicate deal, Alumni Fund, Focused Fund, or Foundation Fund. The primary objective is zero-to-one conversion: helping a new prospect make a first AV investment while building trust and understanding that the Relationship Management team can develop into a long-term relationship.

The role is based in Alumni Ventures’ five-day-a-week, in-office culture, where collaboration, mentorship, and shared momentum are emphasized. Compensation includes base salary, incentive compensation, equity, and a corporate bonus. Employment is subject to passing a background check.

Requirements

• At least 7 years of experience in a closing sales role; financial services, investment products, or other high-consideration, relationship-driven sales experience is ideal.
• Strong verbal communication skills, with the ability to build trust, sustain engagement, and guide nuanced phone conversations.
• Ability to listen before recommending, diagnose prospect needs, and adapt to different motivations, experience levels, and buying signals.
• Ability to adjust in real time when conversations take an unexpected direction rather than relying on a prescribed script.
• Ability to learn and speak credibly about venture capital, fund structures, and portfolio construction, or demonstrated ability to quickly develop fluency in complex products.
• Ability to manage a high volume of prospect conversations while maintaining call quality, accurate documentation, and follow-through.
• Comfort receiving specific coaching based on call recordings and performance data and applying that feedback.
• Experience using HubSpot or a comparable CRM for pipeline management, call documentation, and follow-up.
• Active use of AI tools to improve prospect research, call preparation, and follow-up, while applying independent judgment.

Nice To Haves

• Experience selling to retail or high-net-worth accredited investors.
• Familiarity with syndications, SPVs, or other alternative investment products.

Responsibilities

• Own inbound and warm prospect and investor calls from qualification through close.
• Prioritize converting new prospects into their first AV investment and establish a strong foundation for the Relationship Management team.
• Identify prospects’ motivations and adapt the conversation in real time rather than relying on a fixed talk track.
• Use active listening and discovery to understand investor goals and connect them with an appropriate AV offering.
• Recognize buying signals, hesitation, and objections, and guide prospects toward informed decisions with confidence.
• Explain AV’s “see the deal, then decide” approach and the investment opportunities and access available through AV.
• Document call outcomes, prospect insights, and next steps accurately in HubSpot, and advance the lead pipeline through disciplined follow-through.
• Partner with Marketing and Nurture teams to provide feedback on lead quality and improve prospect messaging and education.
• Contribute to the development of Senior Partner coaching, call-quality standards, and performance practices as the Investor Conversion Pillar grows.
• Use AI tools for prospect research, call preparation, information synthesis, and timely personalized follow-up, applying sound judgment to investor interactions.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed