Senior, Investment Sales

Growth Equity Interview Guide; Menlo Park (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible benefits

Health coverage

Unlimited PTO

Parental leave

401(k) with company match

Immediate vesting

Job summary

Alumni Ventures is seeking a Senior Investment Sales Executive to convert prospective investors into first-time investors. You’ll manage inbound calls, understand motivations, and guide prospects to the right investment opportunities in a collaborative office setting.

With 7+ years in closing sales, you’ll apply strong communication, adapt conversations in real time, and document outcomes in HubSpot. Prior VC or fund-structure knowledge is a plus, and you’ll help build long-term relationships

Qualifications

• 7+ years in a closing sales role in financial services or investment products.
• Strong verbal communication to build trust and engage prospects.
• Ability to tailor conversations to prospect needs and motivations.
• Experience with venture capital, funds, or portfolio construction a plus.
• Familiarity with HubSpot or similar CRM for leads and documentation.
• Experience selling to high-net-worth accredited investors preferred.

Responsibilities

• Manage inbound and warm prospect calls from start to finish.
• Help new prospects make their first investment.
• Identify motivations and adapt conversations in real time.
• Use active listening to understand investor needs and connect to offerings.
• Document call outcomes and insights in HubSpot.
• Collaborate with marketing to improve lead quality and messaging.

Skills

Closing sales

Active listening

Communication skills

Prospect qualification

Adaptability in conversations

Tools

HubSpot CRM

Job description

Alumni Ventures is looking for a Senior Investment Sales Executive to help convert prospective investors into first-time investors. This role involves managing inbound calls, understanding investor motivations, and guiding them to the right investment opportunities. You’ll play a key part in building long-term relationships while working in a collaborative office environment.

What You’ll Do

• Manage inbound and warm prospect calls from start to finish.
• Help new prospects make their first investment with Alumni Ventures.
• Identify and adapt to each prospect’s motivations in real-time.
• Use active listening to understand investor needs and connect them to the right offerings.
• Document call outcomes and insights accurately in HubSpot.
• Collaborate with marketing to improve lead quality and messaging.

What You Need

• 7+ years in a closing sales role, preferably in financial services or investment products.
• Strong verbal communication skills to build trust and engage effectively.
• Ability to adapt conversations based on prospect needs and motivations.
• Experience with venture capital, fund structures, or portfolio construction is a plus.
• Comfortable using HubSpot or similar CRM for managing leads and documentation.
• Experience selling to high-net-worth accredited investors is preferred.

What You’ll Love

• Flexible, employee-first benefits program to support your health and well-being.
• Comprehensive health coverage with multiple plan options.
• Unlimited PTO and generous paid parental leave.
• 401(k) with company match and immediate vesting.
• Collaborative office culture that values teamwork and mentorship.

About the Firm

• Alumni Ventures is a leading venture capital platform with over $1.4B in assets.
• Invests in 1,600+ companies through a network of 850,000+ members.
• Operates in multiple global locations including Boston, New York, and Tokyo.
• Focuses on connecting accredited individuals to high-quality venture deals.