Senior Account Executive, Investment Sales

Alumni Ventures•Menlo Park, CA

4d•Onsite

About The Position

The Senior Account Executive, Investment Sales plays a critical role in Alumni Ventures’ growth by converting prospective investors into first-time AV 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 motivations, goals for venture exposure, investment experience, and buying signals, then connecting those needs to an appropriate AV offering. Offerings may include a syndicate deal, an Alumni Fund, a Focused Fund, or the Foundation Fund. The primary goal is zero-to-one conversion: helping a new prospect make their first AV investment while establishing trust and understanding that the Relationship Management team can build on. The role also maintains accurate CRM records and follow-through, partners with Marketing and Nurture teams to improve lead quality and prospect education, contributes to coaching and call-quality practices, and uses AI tools for research, preparation, and personalized follow-up. The position is based in AV’s five-day-a-week, in-office culture.

Requirements

At least 7 years of experience in a closing sales role.
Strong verbal communication skills and the ability to build trust and guide nuanced conversations over the phone.
Ability to diagnose prospect needs, listen before recommending, and adapt to different motivations, investment experience, and buying signals.
Ability to adapt in real time 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 coaching based on call recordings and performance data and applying feedback.
Experience using HubSpot or a comparable CRM for pipeline management, call documentation, and follow-up.
Active use of AI tools for prospect research, call preparation, and follow-up, with independent judgment applied to AI output.

Nice To Haves

Sales experience involving financial services, investment products, or another high-consideration, relationship-driven sale.
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 first-time investor conversion while establishing a strong foundation for the Relationship Management team.
Identify prospect motivations and adapt the conversation in real time rather than relying on a fixed talk track.
Use active listening and thoughtful discovery to understand investors’ goals and match them with an appropriate AV offering.
Recognize buying signals, hesitation, and objections, and guide prospects toward informed decisions.
Explain AV’s “see the deal, then decide” approach and the investment opportunities available through AV.
Document call outcomes, prospect insights, and next steps accurately in HubSpot, and actively advance a book of leads.
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.
Use AI tools for prospect research, call preparation, information synthesis, and timely personalized follow-up, applying sound judgment.

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, plus optional supplemental coverage.
Employee assistance program, health advocacy, and wellness resources.
Flexible, unlimited PTO.
Generous paid parental leave.
10 company holidays.
Eligible employees may receive incentive compensation, equity, and a corporate bonus.