Senior Investment Sales Executive
About The Position
The Senior Investment Sales Executive plays a critical role in Alumni Ventures’ growth by converting prospective investors into first-time investors and laying 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, and desired venture exposure, then matching those needs with an appropriate Alumni Ventures offering. Options may include a syndicate deal, Alumni Fund, Focused Fund, or Foundation Fund. The immediate priority is zero-to-one conversion—helping net-new prospects make their first AV investment—while establishing trust and context for the Relationship Management team to carry forward. The position is based in Alumni Ventures’ five-day-a-week, in-office culture. The role also contributes to the growth of the Investor Conversion Pillar by supporting coaching, call-quality standards, and performance practices. Employees use AI tools to improve research, preparation, and follow-up while applying their own judgment.
Requirements
- At least 7 years of experience in a closing sales role.
- Strong verbal communication skills and the ability to build trust, sustain engagement, and guide nuanced conversations by 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 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 in 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 converting net-new prospects into first-time Alumni Ventures investors and establish a strong foundation for the Relationship Management team.
- Identify each prospect’s motivations and adapt the conversation in real time.
- 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.
- 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 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 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 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
