Institutional Sales Associate

National Trust

Sales Associate developing relationships and supporting sales execution in institutional markets for digital asset services at National Digital Trust Company. Collaborating with teams to drive revenue growth and market leadership.

Posted 7/27/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in supporting sales activities within financial services and technology sectors, with a strong understanding of the digital asset ecosystem and proficiency in CRM systems. Capable of fostering relationships with clients and stakeholders while contributing to sales lifecycle processes and market analysis.

Highest-signal resume keywords

Sales Support ExperienceCRM System ProficiencyDigital Asset Ecosystem KnowledgeFinancial Services BackgroundProfessional Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Lifecycle ManagementMarket AnalysisClient Documentation ManagementCompetitive AnalysisContract Execution

Soft Skills

Collaborative MindsetDetail-OrientedProfessional CommunicationGrowth-Oriented AttitudeIntellectual Curiosity

Tools & Technologies

Microsoft OfficeAnalytics SoftwareReporting SoftwareCRM Systems

Industry Keywords

Financial ServicesFintechCryptocurrenciesBlockchain TechnologyDigital Assets

About the role

Key responsibilities & impact

Support sales activities within assigned institutional segments and product lines
Partner with the Chief Business & Strategy Officer, Sales Leadership, and cross-functional teams to support execution of business, marketing, and product objectives
Assist in cultivating relationships with prospective institutional clients and stakeholders within assigned segments
Contribute across the full sales lifecycle, including prospecting, outbound outreach, initial pitches, ongoing relationship management, and deal support through contract execution
Support the development of market, segment, and client analysis to identify asset potential and growth opportunities
Manage and support client documentation, CRM updates, reporting, calling campaigns, and sales pipeline hygiene
Collaborate cross-functionally with marketing, product, operations, engineering, risk, and compliance to support revenue and growth objectives
Actively participate in the adoption and reinforcement of company values and culture
Support the delivery of a high-touch, “white glove” experience for prospective and onboarded clients
Maintain an ongoing understanding of the digital asset ecosystem, including tokens, capital markets dynamics, pricing, competitive platforms, and regulatory considerations
Develop working knowledge of company, technical architecture, and client workflows related to crypto and digital asset adoption
Professionally communicate our company’s value proposition to clients, partners, and market participants
Contribute to the achievement and execution of defined sales, revenue, and growth targets
Gather and communicate market and client feedback internally across relevant teams
Support competitive analysis and contribute constructively to the firm’s evolving go-to-market strategy and product development

Requirements

What you’ll need

A strong interest in the intersection of financial services, technology, innovation, and disruption
Demonstrated aptitude and early experience supporting sales teams in financial services, fintech, or technology-driven environments
Experience supporting or working with complex technology platforms, financial services products, and/or trading services
Genuine enthusiasm for cryptocurrencies, blockchain technology, and the broader digital asset ecosystem
Comfort using and maintaining CRM systems and supporting sales lifecycle processes
Ability to thrive in a fast-paced startup environment with evolving priorities and objectives
A collaborative, team-oriented mindset with a desire to contribute to a strong sales culture
Clear, confident, and professional communication skills — both written and verbal
Ability to synthesize complex inputs into clear, concise summaries for internal and external audiences
Proficiency with Microsoft Office tools and familiarity with analytics, databases, and reporting software
A reputation for being hardworking, detail-oriented, methodical, and persistent
A growth-oriented, humble mindset with intellectual curiosity, integrity, and a client-first attitude
Significant amount of travel expected

Benefits

Comp & perks

Medical, Dental, and Vision insurance
401(k)
Life and disability insurance