Sales And Marketing Intern

About JcurveIQ

JcurveIQ is the operating system for equity research. It unifies filings, transcripts, models, and notes with line-by-line citations, surfaces accounting risks, answers questions across documents, and exports IC-ready outputs with enterprise controls. The vision is continuous ingestion, an analyst copilot, and a firmwide knowledge graph that powers idea generation and risk mapping.

Role overview You will help us open doors, book meetings, and create pipeline. The work mixes cold calling, in-person outreach in your city, and hands-on marketing support. You will work directly with the founder and see your work ship every week.

Responsibilities

Cold calling and meeting setting

• Build lead lists for hedge funds, family offices, RIAs, research boutiques, and adjacent finance firms using LinkedIn, websites, and directories.
• Write and iterate 3 to 5 calling scripts by ICP and role.
• Make daily calls, handle objections, and secure 15 to 30 minute discovery calls.
• Leave concise voicemails and send same-day follow up emails or LinkedIn messages.
• Qualify prospects using simple criteria: fit, problem, timing, and decision path.

Door-to-door and field outreach

• Map local targets in your city such as wealth managers, research shops, incubators, coworking spaces, and finance programs at universities.
• Conduct in-person visits with a one-page leave-behind and a 45-second pitch.
• Collect business cards, secure follow up times, and log every visit in the CRM.
• Support small meetups or coffee chats to demo the product on a laptop or iPad.

Marketing execution

• Draft short landing pages and one-pagers tailored to analysts and CIOs.
• Write and post 2 to 3 LinkedIn updates per week from templates.
• Repurpose call learnings into short case notes or FAQs for the website.
• Coordinate simple email sequences and A/B tests, track open and reply rates.
• Help prepare event materials: flyers, sign-up forms, short demo videos.

Sales operations and reporting

• Maintain clean CRM records with contact, stage, next step, and dates.
• Build weekly dashboards: calls made, connects, meetings booked, show rate, and reasons for no-shows.
• Run list hygiene every Friday and remove bounces or duplicates.
• Prepare weekly summary notes with top objections and suggested fixes.

Research and product feedback

• Capture user problems from calls and visits; tag them by theme.
• Propose changes to scripts, onboarding steps, or messaging based on patterns.
• Help recruit 3 to 5 beta users for structured feedback sessions each month.

Partnerships and events

• Identify service providers to hedge funds and propose intro paths.
• Help organize small roundtables or virtual sessions with 5 to 8 attendees.
• Manage RSVP lists and post-event follow ups.
  

Requirements

• Clear spoken and written English. Comfortable on the phone and in person.
• Persistence and organization. You can run daily activity targets and update the CRM without nudges.
• Strong writing. You can turn features into simple benefits and concise scripts.
• Basic tools: Google Sheets, Notion or HubSpot, LinkedIn Sales Navigator, Apollo or similar, Canva or Figma, Loom.
• Curiosity about equity research and public markets. Prior finance experience is a plus but not required.
  

What success looks like in the next 90 days

• 500 new, clean ICP contacts added to the CRM.
• 30 to 50 qualified meetings booked and confirmed on calendar.
• Repeatable outbound sequence with at least 8 percent positive reply rate.
• One referenceable mini case study from a beta user you sourced.
• A tidy dashboard that leadership can review weekly.

Location and Hours

Remote with field outreach in your city when relevant. Prefer 2 to 4 hours of overlap with U.S. Eastern time on weekdays.