YipitData

Sales Associate – Investor

YipitData

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $78,000 per year

About the role

  • Prospect and qualify new investor leads (hedge funds, private equity, venture capital, asset managers)
  • Conduct outbound outreach via email, phone, and LinkedIn
  • Support product demos and client conversations by understanding investor use cases
  • Collaborate with Research and Data Product teams to address client questions
  • Maintain CRM hygiene and manage pipeline tracking
  • Help build advocates within target accounts
  • Learn to manage full sales cycles over time

Requirements

  • 2+ years of experience in sales, business development, or a client-facing role (enterprise or subscription sales is a plus)
  • highly motivated to build a career in enterprise sales within financial services
  • comfortable with outbound prospecting and energized by hunting for new opportunities
  • intellectually curious and excited about data, investing, and financial markets
  • resilient and thrive in a fast-paced, performance-driven environment
  • strong written and verbal communication skills, including thoughtful questioning
  • team player who values collective success as much as individual achievement
Benefits
  • flexible work hours
  • flexible vacation
  • generous 401K match
  • parental leave
  • team events
  • wellness budget
  • learning reimbursement
  • equity
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesbusiness developmentclient-facing roleoutbound prospectingpipeline trackingCRM hygieneproduct demos
Soft Skills
highly motivatedintellectually curiousstrong written communicationstrong verbal communicationthoughtful questioningresilientteam player