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About the role
- Own the top of the sales funnel by researching, identifying, and qualifying prospective customers
- Research target companies and key decision-makers to support outbound and conference-driven outreach
- Execute outbound outreach across email, LinkedIn, calls, and events, with messaging tailored to fintech and private-markets buyers
- Respond to inbound leads and qualify them against defined criteria, ensuring strong handoffs to Sales
- Draft, refine, and test outreach templates to improve engagement and conversion rates
- Keep lead records, meeting notes, and follow-ups accurate and up to date in CRM
- Support Sales and Business Development teams with follow-ups, reminders, and pipeline coordination
- Create reporting to track outbound performance and identify what’s working and where traction is building
- Monitor relevant industry events and flag those aligned with Tangible’s goals
Requirements
- 1-3 years of experience in sales and business development, or related roles, preferably with fintech or financial services; a finance background is a plus
- Working knowledge of CRM tools (e.g. Folk or similar), email outreach and lead generation tools
- Strong research, organization, and follow-up skills with high attention to detail
- Excellent written, verbal, and interpersonal communication skills
Benefits
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesbusiness developmentlead generationoutbound outreachemail outreachCRM managementreportingresearch
Soft skills
organizationfollow-upattention to detailwritten communicationverbal communicationinterpersonal communication