Note: The job is a remote job and is open to candidates in USA. Equity Raise helps private equity real estate firms convert investor interest into qualified appointments. The Private Equity Account Manager/Sales Associate will conduct investor outreach, qualify prospective investors, schedule appointments, manage CRM records, and support team leadership, onboarding, scheduling, client communication, and process improvement.
Responsibilities
- Investor Outreach: Call prospective investors using our dialing system and follow up with warm leads who have already expressed interest in our clients’ investment opportunities
- Lead Qualification: Ask the appropriate questions to determine whether prospective investors meet criteria established by our clients, including accredited investor qualifications
- Appointment Setting: Schedule qualified prospects directly onto our clients’ calendars for conversations with their investment or sales teams
- CRM & Pipeline Management: Maintain accurate records of calls, lead status, qualification information, appointments, and follow-up activity
- Team Leadership: Help manage and support a team of Private Equity Sales Associates, provide day-to-day guidance, and help maintain a professional, accountable, and positive team culture
- New Hire Onboarding: Assist with onboarding and training new team members on our systems, scripts, processes, client expectations, and dialing procedures
- Scheduling & Team Coordination: Work with leadership to help manage associate schedules, coverage, client assignments, and other day-to-day team needs
- Client Communication: Serve as a liaison between Equity Raise clients and the sales team, helping report sales performance and prepare weekly and monthly reports
- Quality & Process Support: Help leadership identify opportunities to improve scripts, processes, call quality, scheduling, and overall team performance
Skills
- Have experience in sales, appointment setting, customer service, account management, real estate, investor relations, team leadership, or a related role
- Have strong people skills and enjoy helping others perform at a high level
- Are confident and professional speaking with people over the phone
- Are comfortable spending a meaningful portion of your day making calls and working within a structured dialing system
- Communicate clearly and professionally with both prospective investors and clients
- Are highly organized and comfortable managing multiple priorities at once
- Enjoy training, supporting, and coordinating other team members
- Are comfortable taking initiative and solving day-to-day operational issues
- Pay close attention to details and maintain accurate CRM records
- Are coachable and receptive to feedback
- Are interested in private equity, commercial real estate, investing, sales, or financial services
- Experience with CRM systems, appointment setting, call-center environments, real estate, investor relations, or private equity is a plus, but not required
- A bachelor's degree in business, finance, real estate, communications, marketing, or a related field is preferred, but not required
Benefits
- Hands-on exposure to private equity real estate and capital raising
- Experience communicating with accredited investors and private investment firms
- Opportunities to develop team leadership and account management skills
- Training on private equity sales processes, qualification, CRM systems, and appointment setting
- Direct interaction with Equity Raise leadership and clients
- Opportunities to take on greater responsibility as Equity Raise continues to grow
- Performance-based bonuses
- Medical, dental, and vision benefits
- 401(k) benefits
- Unlimited PTO for full-time employees
- A collaborative, team-oriented work environment
- Remote work arrangement
Company Overview