Senior Investment Sales Executive

Alumni Ventures•Boston, MA

4d•Onsite

About The Position

Alumni Ventures is hiring a Senior Investment Sales Executive to convert prospective investors into first-time investors and establish the foundation for long-term relationships. The role is part of the Investor Conversion Pillar and reports to the EVP of Nurture Marketing. The executive owns inbound and warm prospect conversations from qualification through close, using a solution-selling approach tailored to each prospect’s motivations and desired venture exposure. Relevant offerings may include syndicate deals, Alumni Funds, Focused Funds, and the Foundation Fund. The role prioritizes helping net-new prospects make their first AV investment while building trust and understanding that the Relationship Management team can carry forward. The executive will collaborate with Marketing and Nurture teams, contribute to call-quality and coaching practices, and use AI tools for research, preparation, and personalized follow-up while applying sound judgment. Alumni Ventures describes its culture as a five-day-a-week, in-office environment focused on collaboration, mentorship, and shared momentum. The company offers a flexible benefits program, and the anticipated annual base salary is $170,000–$180,000. Eligible employees may also receive incentive compensation, equity, and a corporate bonus, subject to applicable plans and programs. 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 and the ability to build trust, sustain engagement, and guide nuanced phone conversations.
Ability to diagnose prospects’ needs, listen before recommending, and tailor an approach to differing motivations, investment experience, and buying signals.
Ability to adapt in real time when conversations take an unexpected direction.
Ability to learn and speak credibly about venture capital, fund structures, and portfolio construction, or demonstrated ability to quickly become fluent in complex products.
Ability to handle 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 the feedback.
Experience using HubSpot or a comparable CRM for pipeline management, call documentation, and follow-up.
Active use of AI tools for work, including prospect research, call preparation, and follow-up, with sound judgment applied to the results.

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 end to end, from qualification through close.
Prioritize first-time investment conversion and establish a strong foundation for the Relationship Management team.
Identify prospects’ motivations and adapt conversations in real time rather than relying on a fixed talk track.
Use active listening and discovery to understand investors’ 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 available through AV.
Document call outcomes, prospect insights, and next steps accurately in HubSpot, and advance the lead pipeline through disciplined follow-up.
Partner with Marketing and Nurture teams to share 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 independent 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, subject to applicable plans and programs.