Specialist, Inside Sales

Innocap • New York, NY

18d • Hybrid

About The Position

The Inside Sales Specialist plays a key role in supporting Innocap’s go-to-market strategy through pre- and post-sales intelligence and deal preparation. Reporting to the Global Head of Business Development and Client Relationship Management, this role delivers in-depth insights on prospective clients, prepares pre- and post- meeting material, and ensures flawless execution of follow-up actions.

Requirements

• At least 4 years of experience in an inside sales, investor relations, or similar role
• Proven experience supporting commercial teams in complex, relationship-driven sales environments
• Hands-on experience supporting deal preparation processes
• Exposure to banking, asset management, hedge funds, capital markets
• Strong analytical and critical thinking skills
• Ability to synthesize complex information into clear, actionable insights
• High attention to detail and strong professional rigor
• Structured, methodical, and deadline-driven mindset
• Excellent written and spoken communication skills in English (required)
• Advanced PowerPoint and presentation skills
• Familiarity with CRM platforms (e.g., Salesforce, Dynamics 365)

Responsibilities

• Conduct in-depth research on prospective clients ahead of sales engagements
• Help identify key decision-makers, and governance structures
• Identify industry trends and support deal origination
• Produce concise client intelligence briefs for sales and relationship teams
• Prepare pre-meeting materials, briefing notes, and executive talking points
• Prepare meeting materials and presentations
• Anticipate risks, objections, and sensitivities ahead of client discussions
• Prepare clear summaries of client meetings, schedule follow-up meetings and coordinate deliverables across internal teams.
• Track and execute post-meeting action items, including amongst other things due diligence questions, capital efficiency analyses, expense ratio analysis, pricing proposals and requested documentation.
• Proactively update on opportunities, flag risks/delays, and liaise with internal teams to ensure commitments are met.
• Ensure accurate documentation in CRM/internal knowledge systems

Benefits

• Exposure to diverse alternative investment strategies
• A culture that values creativity, proactivity, and continuous growth
• Flexible hybrid work for better balance
• A strong focus on service excellence and meaningful partnerships

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees