B2B Inside Sales Specialist

We are a boutique financial research and investment intelligence firm that works with our clients on exclusive and customized mandates. Our culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients. We believe in doing what it takes to meet and exceed expectations—success here means focusing on outcomes, not the clock. If you’re passionate about making an impact and thrive in a high-energy, no-excuses environment, this is the place for you.

The firm was founded by a seasoned investment professional with several years of experience conducting detailed financial and investment due-diligence along with investigative research for international alternative investment and M&A advisory firms. The firm recently secured backing from a US based family office and is looking to scale rapidly over the near future.

Inside Sales Specialist

Key Responsibilities

• Conduct outbound calls and emails to investment firms, advisors, and institutions. Introduce and represent the firm’s during the outreach.
• Schedule meetings and demos for senior leadership
• Assist in post-meeting follow up materials as required
• Manage and update CRM with detailed call notes and lead status
• Refine call scripts and outreach strategies based on feedback and performance
• Research prospects to tailor communication
• Follow up with inbound leads and nurture cold leads
• Achieve weekly outreach and lead qualification targets

Qualifications

• 1–5 years of B2B telemarketing or inside sales experience
• Prior experience selling services to investment banks, Family Offices, Wealth Management firms, RIAs, PE/VC firms, or other financial institutions is a

  strong plus

• Excellent spoken and written English communication
• Confident phone and personal presence and ability to build rapport quickly
• Organized, target-driven, and persistent
• Familiarity with any CRM systems
• Comfortable working in US working hours.

Preferred

• Knowledge of financial services or investment banking
• Experience working with international clients (especially US/UK)

Compensation

• Competitive salary + performance-based incentives