Technical Customer Success Manager, API
Modash
Investor Sourcing and Qualification Specialist
OptiNizers
contract
Posted on:
Origin: • 🇵🇭 Philippines
Visit company websiteJob Level
JuniorMid-Level
About the role
- Identify and engage prospective investors through LinkedIn, referrals, investor networks, and direct outreach
- Qualify leads and maintain a consistent, high-volume cadence across digital and personal channels
- Build and organize investor lists across key affinity groups, capital networks, and geographic markets
- Manage outreach workflows and engagement data through Salesforce and supporting platforms
- Maintain complete, up-to-date lead records in Salesforce, including notes, next steps, and contact history
- Track and report on investor tiering, outreach metrics, and pipeline efficiency
- Provide insights and recommendations to optimize sourcing strategies and closing rates
- Oversee the CRM Manager, supporting with development, advocacy, and morale
- Partner with the Sales Manager, Director of Operations, and CRM Manager to coordinate lead intake, handoff, documentation, and follow-ups
Requirements
- 2–5 years of experience in fundraising, investor relations, or high-value B2B/B2C sales
- Experience in real estate, private equity, and/or fundraising (preferred)
- Demonstrated success in sourcing and closing investor capital independently
- Exceptional communication and presentation skills
- Strong organizational habits and ability to work autonomously in a fast-paced environment
- Familiarity with CRMs (Salesforce preferred), LinkedIn Sales Navigator, and automation tools
