Legalist

Financial Planning and Analysis

• Legal research and due diligence on investment opportunities
• Preparation of investment memos
• Real-time negotiation with plaintiffs and attorneys over investment terms and pricing
• Training and working closely with the engineering team to translate legal knowledge into automation

Investment Counsel

Sales Development Rep

• Conduct high-volume outbound prospecting through cold calls, emails, and other channels
• Identify and engage key decision-makers and stakeholders
• Generate and qualify new business opportunities
• Build and maintain targeted lead lists using available tools and research methods
• Consistently meet or exceed activity and pipeline generation quotas
• Track outreach efforts and maintain accurate records in CRM systems
• Collaborate with sales and marketing teams to refine messaging and targeting strategies

Investment Counsel

Sales Development Representative, SDR