1-3 years of experience in investment banking, private equity, consulting, outbound sales, lead generation, or recruiting; finance or finance-adjacent experience preferred
Fluency in financial services operations and decision-making processes
Strong familiarity with LinkedIn Sales Navigator and other prospecting tools
Ability to drive high conversion rates and manage multiple sales funnels
Excellent written and verbal communication skills for engaging senior finance professionals
Proven track record in fast-paced, results-driven environments
A scrappy, builder mindset with resilience against ambitious targets
Responsibilities
Build a pipeline using LinkedIn Sales Navigator and other tools to identify financial services firms
Run outbound campaigns across email and LinkedIn; write and test outreach sequences
Support deals end-to-end by preparing client materials and proposals
Source and recruit finance experts for client and AI-lab projects
Own conversion rates across client and expert pipelines while maintaining CRM data
Test new sourcing channels and optimize based on results
Collaborate with Project Managers and other teams to deliver quality results
Develop playbooks and processes from early wins as the finance business scales
Benefits
Bi-annual performance bonus structure
Generous equity grant vested over 4 years
Up to $15k relocation bonus
$10K housing bonus for proximity to office
$1.5K monthly stipend for meals
Free Equinox membership
$200 monthly laundry reimbursement
$200 monthly personal wellness reimbursement
Health, Dental, Vision insurance
Full Job Description
What you'll do
Build pipeline using LinkedIn Sales Navigator, Clay, and other prospecting tools to identify, research, and reach financial services firms and decision-makers
Run outbound across email, LinkedIn, and warm intros; write and test sequences, book meetings, and qualify needs for the Finance Client Services Lead
Support deals end-to-end: prep client materials, scoping docs, and proposals, join client calls, and keep engagements moving through procurement, compliance, and security review
Source, vet, and recruit finance experts (bankers, investors, analysts, accountants, and other finance professionals) to staff client and AI-lab projects at scale
Own conversion across client and expert pipelines and keep CRM data clean so we know what's working
Test new client and expert sourcing channels (communities, events, alumni networks) and double down on the winners
Partner with Project Managers, Ops, Legal, Product, and Engineering to deliver high-quality results for finance clients
Turn early wins into playbooks, templates, and processes as the finance book of business scales
What we're looking for
1-3 years of experience in investment banking, private equity, consulting, outbound sales, lead generation, or recruiting; finance or finance-adjacent experience strongly preferred
Fluency in how financial services firms work: who makes decisions, what they care about, and how they buy
Strong familiarity with LinkedIn Sales Navigator / Recruiter and other sourcing or prospecting tools
Comfortable driving high conversion rates and managing multiple funnels at once
Excellent written and verbal communication, with the polish to engage senior finance professionals credibly
A track record of thriving in fast-paced, results-driven environments (startups, banking, consulting, or similar)
A scrappy, builder mindset: excited by ambiguity, happy to do unglamorous work, and resilient against ambitious targets
Nice to have
Experience at a fintech, financial data platform, or expert network
An existing network across PE, VC, hedge funds, banking, or asset management
Exposure to AI, data products, or technical stakeholders
Familiarity with financial services compliance and data requirements (e.g., SOC 2, GLBA)
Benefits
Bi-annual performance bonus structure
Generous equity grant vested over 4 years
Up to $15k Relocation bonus
$10K housing bonus (if you live within 0.5 miles of our office)
