Associate, Expert Call Services
Core
Source and connect industry experts and C-level executives to investors for one-on-one consultations to provide fast, meaningful insights.
Role type
Associate, Expert Call Services (sourcing & client connection)
Builds
Expert call content and connections for institutional investors and hedge fund managers
Domain
Financial services / Investment research / Expert network
Deliverable
client delivery
Required skills
strategic sourcing, cold outreach, sales, account management, project ownership, quota management
Preferred skills
experience in sales, recruiting, or account management
Technologies
LinkedIn, email, phone
Responsibilities
Source and prospect industry experts for time-sensitive projects; Contact top decision-makers and C-level executives; Connect investors with experts to inform decisions; Take ownership of multiple projects simultaneously; Exceed quotas and meet monthly metrics