Core Competencies:

• Ethics. Works with integrity; Upholds organizational values.

• Dependability. Follows instructions and responds to management direction; results-oriented and committed to achieving objectives and tasks as required.

• Teamwork and Collaboration. Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.

• Professionalism. Tactfully approaches others, reacts well under pressure, treats others respectfully, and is accountable for all actions and decisions.

• Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports the organization’s goals and values.

• Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.

• Decision-Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.

• Cognitive Ability. High intelligence, problem-solving/initiative, dependability, and ability to access and navigate relevant APIs.

Key Responsibilities:

• Research, source, and identify potential retail investors through online platforms and databases.
• Qualify leads based on target investor criteria and engagement potential.
• Conduct outreach through email, LinkedIn, social media, and other communication channels.
• Engage, nurture, and build relationships with prospective investors through consistent follow-ups.
• Maintain and update lead databases and CRM systems.
• Assist in creating outreach messaging and engagement strategies.
• Track outreach activities, responses, and investor engagement metrics.
• Support investor nurturing campaigns leading up to and after platform launch.
• Coordinate with the team to align outreach efforts with business goals.

Requirements:

• Proven experience in lead generation, outreach, sales support, or investor relations.
• Strong communication and relationship-building skills.
• Experience using LinkedIn, CRM tools, and lead generation platforms.
• Ability to research and qualify leads effectively.
• Highly organized, detail-oriented, and capable of managing multiple pipelines and follow-ups. 
• Self-motivated with strong time management skills.
• Experience in startups, fintech, crowdfunding, finance, or fundraising is an advantage.
• Familiarity with investor outreach strategies and digital networking is highly preferred.