Core Competencies:

• Ethics. Works with integrity; Upholds organizational values.

• Dependability. Follows instructions, 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. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions.

• Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports 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.

Key Responsibilities

• Identify, research, and engage prospective investors, capital allocators, and strategic partners through LinkedIn, email, and other outreach channels.
• Utilize LinkedIn Sales Navigator to source, qualify, and connect with high-value prospects and decision-makers.
• Generate and schedule qualified meetings between prospective investors and the client’s leadership team.
• Manage prospect pipelines, outreach activities, and engagement tracking within CRM platforms.
• Develop personalized outreach campaigns and follow-up strategies to increase response and conversion rates.
• Conduct market research to identify new investor opportunities and support business development initiatives.
• Build and maintain professional relationships with executives, investors, and senior stakeholders.
• Consistently meet or exceed appointment-setting and pipeline generation targets.

Qualifications

• Proven experience in Business Development, Appointment Setting, Lead Generation, Investor Relations, or a related B2B sales role.
• Strong proficiency with LinkedIn Sales Navigator, including prospect sourcing, lead qualification, and outreach campaign execution.
• Experience using CRM platforms such as HubSpot, Salesforce, Pipedrive, Zoho, or similar systems.
• Experience within financial services, investment management, private equity, venture capital, or investor relations is a strong advantage.
• Demonstrated success in generating qualified meetings and developing sales pipelines through outbound prospecting.
• Comfortable engaging and building relationships with executives, investors, founders, and senior decision-makers.
• Excellent written and verbal English communication skills. 
• Ability to manage multiple priorities while maintaining high-quality outreach and engagement standards.

Success Metric

• Primary focus is to generate qualified meetings with prospective investors and capital allocators, contributing directly to business growth and fundraising objectives.