Investor Experience Specialist

Allied Development; Scottsdale (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

Allied Development is seeking an experienced investor relations professional in Scottsdale to drive outreach, coordinate capital activities, and ensure a high-touch investor experience. You will manage communications, scheduling, and documentation while supporting events and ongoing engagement.

The role emphasizes relationship-building, meticulous data management, and cross-functional collaboration to ensure smooth funding and investor satisfaction.

Qualifications

• 3+ years in inbound or outbound sales or customer service.
• Strong communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.

Responsibilities

• Outreach to prospective investors and follow up on inquiries.
• Schedule and facilitate intro calls; confirm attendance.
• Guide investors through next steps with professionalism.
• Maintain investor records and CRM data updates.

Skills

Investor relations

Sales / customer service

CRM software

Communication

Organization

Education

Finance or Business degree (pursuing/recently completed)

Tools

CRM systems

Job description

Allied Development is seeking an experienced investor relations professional in Scottsdale to drive outreach, coordinate capital activities, and ensure a high-touch investor experience. You will manage communications, scheduling, and documentation while supporting events and ongoing engagement.

The role emphasizes relationship-building, meticulous data management, and cross-functional collaboration to ensure smooth funding and investor satisfaction.