Senior Investor Conversion Lead

Alumni Ventures; Menlo Park (CA); Sur place; USD 170 000 - 180 000; Plein temps

Avantages offerts par ce poste

Comprehensive health coverage

Dental and vision plans

Tax‑advantaged accounts (HSA, FSA)

401(k) with company match

Life and disability insurance

Flexible, unlimited PTO

Generous parental leave

11 company holidays

Résumé du poste

Alumni Ventures is seeking a Senior Partner to drive investor conversion, turning prospects into first‑time AV investors, and laying the groundwork for long‑term annual allocations. You’ll own end‑to‑end calls, tailor conversations to motivations, and leverage AI tools for research and timely follow‑ups.

You will work within a collaborative team to refine messaging, coach peers, and manage a growing book of leads, with a compensation package reflecting base salary and incentives.

Qualifications

• 7+ years in a closing sales role, ideally in financial services or high‑consideration sales.
• Strong verbal communication and ability to build trust over the phone.
• Skilled at diagnosing needs and tailoring approach to motivations and investment experience.
• Capable of adapting in real time without a fixed script.
• Able to discuss venture capital, fund structures, and portfolio concepts or learn quickly.
• Experience using HubSpot or similar CRM for pipeline and follow‑up.
• Experience selling to accredited investors is preferred.
• Familiar with syndications, SPVs, or other alternative investments is preferred.

Responsabilités

• Own inbound and warm prospect calls end to end, from qualification through close.
• Prioritize zero‑to‑one conversion and build a foundation for long‑term relationships.
• Identify motivations and adapt approach in real time.
• Connect investor needs to AV offerings and explain opportunities before broader commitments.
• Document call outcomes, insights, and next steps in the CRM and advance leads.
• Collaborate with Marketing and Nurture teams to improve messaging and education.
• Contribute to coaching, call‑quality standards, and performance practices.

Connaissances

Closing sales

Verbal communication

Relationship building

Active listening

Adaptability

HubSpot CRM

AI tools usage

Venture capital knowledge

Outils

HubSpot CRM

AI tools

Description du poste

Alumni Ventures is seeking a Senior Partner to drive investor conversion, turning prospects into first‑time AV investors, and laying the groundwork for long‑term annual allocations. You’ll own end‑to‑end calls, tailor conversations to motivations, and leverage AI tools for research and timely follow‑ups.

You will work within a collaborative team to refine messaging, coach peers, and manage a growing book of leads, with a compensation package reflecting base salary and incentives.