Regional Director, Chicago
Core
Drive new member growth and retention for an exclusive family office and private investor community in Chicago.
Role type
Regional Director (Sales/Community Growth)
Builds
A network of high-net-worth investors and family offices
Domain
Private Equity / Family Offices / Alternative Investments
Deliverable
client delivery
Required skills
Quota management, sourcing introductions, onboarding, event curation, executive presence, CRM management (HubSpot), call recording (Gong), strategic partnership
Preferred skills
Experience with sophisticated buyers, internal motivation, curiosity, note-taking
Technologies
HubSpot, Gong
Responsibilities
Source introductions from existing members to grow the community; manage the onboarding process for new members; curate and host market events; conduct quarterly strategic conversations with members; partner with the investment team to align deal flow with member interests; maintain a consistent sales process using CRM and call recording tools.
Seniority
Mid-Senior, hands-on IC
