Investor Conversion Lead - Venture Capital

Alumni Ventures; Boston (MA); On-site; USD 170,000 - 180,000; Full time

Benefits offered by this job

Health coverage

Dental & Vision plans

401(k) with company match

Unlimited PTO

Parental leave

Job summary

Alumni Ventures is seeking a Senior Investment Sales Executive to convert inbound and warm prospects into first-time investors. You will own calls from qualification to close, adapt in real time to each investor’s motivation, and connect needs to AV offerings such as syndications or funds.

You’ll document outcomes and help grow long-term, annual allocation relationships with the Relationship Management team.

Qualifications

• 7+ years of closing sales experience, preferably in financial services or investments.
• Strong verbal communication and trust-building across conversations.
• Skilled at listening first and diagnosing needs before recommending.
• Ability to adapt in real time depending on investor motivations.
• Ability to learn and speak credibly about venture capital, fund structures, and portfolio construction.
• Can maintain a high volume of prospect conversations with quality documentation.
• Experience using HubSpot or similar CRM for pipeline management.
• Active use of AI tools to improve research, prep, and follow-up with judgment.
• Experience selling to retail or high-net-worth accredited investors is preferred.

Responsibilities

• Own inbound and warm prospect calls end-to-end from qualification through close.
• Prioritize zero-to-one conversion and establish a foundation for Relationship Management.
• Identify motivations and tailor your approach in real time, not using a fixed script.
• Link investor needs to the appropriate AV offering based on discovery.
• Recognize buying signals and objections, guiding decisions with confidence.
• Explain AV’s see the deal, then decide approach and available opportunities.
• Document outcomes, insights, and next steps in HubSpot with disciplined follow-up.
• Collaborate with Marketing and Nurture to improve messaging and education for prospects.
• Contribute to coaching, call-quality standards, and performance practices.

Skills

Closing sales

Verbal communication

Active listening

Adaptability

Venture capital knowledge

CRM experience

AI tools usage

High-net-worth experience

Coaching receptivity

Tools

HubSpot

Job description

Alumni Ventures is seeking a Senior Investment Sales Executive to convert inbound and warm prospects into first-time investors. You will own calls from qualification to close, adapt in real time to each investor’s motivation, and connect needs to AV offerings such as syndications or funds.

You’ll document outcomes and help grow long-term, annual allocation relationships with the Relationship Management team.