Institutional Sales Associate

This is a fully remote position, open to applicants in New York.

📋 Description

• Assist in driving sales initiatives within designated institutional sectors and product categories

• Collaborate with the Chief Business & Strategy Officer, Sales Leadership, and cross-functional teams to facilitate the achievement of business, marketing, and product goals

• Help build and nurture relationships with potential institutional clients and key stakeholders in assigned sectors

• Engage throughout the complete sales process, including prospecting, outbound communications, initial presentations, ongoing relationship management, and support during contract finalization

• Aid in the creation of market, segment, and client analyses to pinpoint asset potential and growth avenues

• Oversee and assist with client documentation, CRM updates, reporting, calling campaigns, and maintaining the sales pipeline

• Work collaboratively with marketing, product, operations, engineering, risk, and compliance teams to achieve revenue and growth targets

• Actively engage in promoting and reinforcing the company’s values and culture

• Ensure a high-quality, “white glove” experience for both prospective and existing clients

• Keep abreast of the digital asset landscape, encompassing tokens, capital markets trends, pricing, competitive platforms, and regulatory issues

• Acquire a solid understanding of the company’s technical framework and client processes related to crypto and digital asset adoption

• Effectively articulate our company’s value proposition to clients, partners, and market stakeholders

• Contribute to meeting and executing established sales, revenue, and growth objectives

• Collect and relay market and client insights internally among relevant teams

• Assist in competitive analysis and provide valuable input to the firm’s evolving go-to-market strategy and product development

⛳️ Requirements

• A keen interest in the convergence of financial services, technology, innovation, and disruption

• Proven capability and initial experience assisting sales teams in financial services, fintech, or tech-driven settings

• Familiarity with or experience in complex technology platforms, financial services offerings, and/or trading solutions

• A genuine passion for cryptocurrencies, blockchain technology, and the expansive digital asset ecosystem

• Proficiency in using and maintaining CRM systems and supporting sales lifecycle operations

• Ability to excel in a dynamic startup environment with shifting priorities and goals

• A collaborative, team-oriented approach with a commitment to fostering a strong sales culture

• Clear, confident, and professional communication abilities — both written and verbal

• Capacity to distill complex information into clear, concise summaries for both internal and external stakeholders

• Proficiency in Microsoft Office applications and familiarity with analytics, databases, and reporting tools

• Known for being diligent, detail-focused, systematic, and persistent

• A growth-oriented, humble perspective with a thirst for knowledge, integrity, and a client-centric approach

• A considerable amount of travel is anticipated

🏝️ Benefits

• Medical, Dental, and Vision insurance

• 401(k)

• Life and disability insurance