Identifying and recruiting new partners who fit the company’s Ideal Partner Profile (IPP).
Managing and vetting "Partner-Sourced" leads to ensure they meet the criteria before passing them to a Channel Account Manager (CAM).
Training partner sales teams on how to pitch the product, handle objections, and identify opportunities within their own install base.
FinQuery is revolutionizing accounting automation and contract management. They empower organizations with unprecedented control over their top spending categories and have over 8,000 organizations worldwide using their AI-driven software.
Research LPs, family offices, and institutional allocators.
Assist with deal intake and internal tracking.
Manage scheduling, logistics, and documentation for fundraising processes.
Decile Group is transforming venture capital into a force for good in the world. They are working to launch 10,000 next-generation venture capital firms by 2030 with an integrated platform for modern venture capital, spanning education, software, and fund operations.
Conduct proactive phone sales presentations to top tier financial advisors.
Partner with wholesaler to drive sales and assets and build relationships with advisors.
Effectively profile advisors to understand their practice, clients and investment process.
LaSalle Investment Management is a global real estate investment manager that applies investment talent, market expertise, and data-driven intelligence through a disciplined fair-value framework. As the investment division of JLL, the company's capabilities are supported by the scale of its global platform.
Being the first point of contact for Versapay in the customer value journey.
Proactively prospect new potential customers through phone, email and social media outlets, with the goal of making contact and creating interest in Versapay, with a target of scheduling deeper discovery calls for the sales team.
Document your success in Salesforce Lightning CRM and ensure data in marketing automation is complete and up to date.
Versapay turns accounts receivable (AR) into a competitive advantage. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Build and maintain strategic relationships with field distribution teams.
Network extensively across the financial services landscape to identify new distribution opportunities.
Deliver compelling presentations of Vestmark's value proposition to field distribution audiences.
Vestmark is an equal opportunity employer committed to creating an inclusive environment. They take a market-based approach to compensation and offer equity-based grants for all new hires and company-paid medical premiums of 90%.
Identify and research target accounts across key sectors.
Execute multi-channel outreach to engage decision-makers.
Qualify leads and pass high-potential opportunities to Sales Directors.
InspiredXpert is a specialist IT Talent Solutions company providing high-quality contract or perm talent across software development, cloud, AI, cybersecurity, and data-driven roles. We connect skilled professionals with innovative companies, offering exciting opportunities to work on impactful projects across the globe.
Acquiring and developing trust relationships with a portfolio of major clients.
Expanding the relationships with existing customers by sustained communication.
Analysis of user behavior and communicating with various departments to provide solutions.
Binance is a global blockchain ecosystem behind the world’s largest cryptocurrency exchange. They are trusted by 300+ million people in 100+ countries and offer services ranging from trading and finance to education, research, and institutional services.
Identify and cultivate relationships with borrowers to drive consistent deal flow.
Lead the full placement process: structuring capital stacks and negotiating term sheets.
Translate real-time capital markets conditions into actionable guidance for clients.
WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.
Own top-of-funnel pipeline generation by managing both inbound and outbound lead engagement.
Execute outbound prospecting to generate qualified pipeline through targeted research and proactive outreach.
Develop, test, and iterate messaging across multiple channels (phone, email, and LinkedIn, including cold calls).
RePurpose Global is a VC-backed tech startup dedicated to driving sustainable innovation in the packaging industry. Their new B2B software platform helps consumer brands navigate complex packaging regulations, make smarter packaging sustainability decisions, and ensure compliance with evolving global standards.
Manage the whole sales process from beginning to end.
Qualify new leads and identify prospects.
Create advocates for our products and assist them in finding answers.
YipitData is a market research and analytics firm for the disruptive economy. They analyze billions of alternative data points to uncover actionable insights across sectors. The company operates globally and has a people-centric culture that emphasizes transparency, ownership, and continuous mastery.
Maintain existing, and develop and close net new customers for prospective B2B, B2B2B, and B2B2C customers.
Leverage your existing deep network to identify, source, and close new revenue-generating customers with global cross-border payment and USD account needs.
Collaborate with the Sales and Business Development team, ensuring a smooth handoff and alignment on high-value opportunities.
Caliza's mission is to eliminate geography as a barrier to economic opportunity. They enable businesses around the world to instantly settle cross-border transactions and access dollar-denominated products. Caliza is a global team with experience from Visa, Nubank, and Mercado Libre.
Cultivate relationships with executives, raising awareness of Sardine's brand and value proposition.
Conduct in-depth discovery sessions to understand the challenges and strategic priorities of potential clients.
Manage end-to-end sales processes, collaborating with the Growth team to close deals successfully.
They prevents fraud and ensures AML compliance with a platform using device intelligence, behavior biometrics, machine learning, and AI. With over 300 banks, retailers, and fintechs worldwide using their services, they've raised $145M from top investors and have hubs globally, maintaining a remote-first culture.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Hire, train and lead a team of investor service generalists.
Handle escalations and improve customer satisfaction.
Review team deliverables for accuracy.
Juniper Square unifies technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. They have 1,000+ employees and their culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates.
Build pipeline through cold outreach and follow-up on warm leads generated by marketing
Own the full sales process end-to-end: first meeting, demo, trial, negotiate, and close
Represent SentiLink’s new product offerings at industry events, tradeshows, and conferences
SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. They're building the future of identity verification in the United States replacing a clunky, ineffective, and expensive status quo with solutions that are 10x faster, smarter, and more accurate.
Identify, pursue, and close new financial institution opportunities within your assigned territory.
Develop and execute strategies to enter new or re-engage stalled markets.
Establish relationships with financial institution leadership and key decision-makers.
APCO Holdings partners with dealerships across North America to deliver vehicle protection products and services. Their teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value.
Conduct financial needs analyses and deliver personalized solutions.
Continuously develop your skills through training and mentorship.
Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.
Lead the company’s engagement with the investment community and develop a comprehensive strategy.
Oversee the preparation and execution of investor calls and presentations, ensuring accuracy, transparency, and regulatory compliance.
Partner closely with executive leadership to provide market insights and shape external messaging.
Oura empowers every person to own their inner potential. They provide tools to help their global community gain a deeper knowledge of their readiness, activity, and sleep quality. As a quickly growing company focused on helping people live healthier, they ensure that their team members have what they need to do their best work.
Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
Lead transaction teams to successfully execute financial advisory mandates
Mentor, develop, and manage junior team members
Agentis Capital Advisors is a leading global financial advisor known for delivering value and advice to clients. They act as sell-side and buy-side advisors on global transactions including renewable power, energy, digital, transportation, and public-private partnerships.