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Enterprise Business Development Associate - Austin - Remote

Posted 33 weeks ago
Sales / Business
Full Time
USA

Overview

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

In Short

  • Support the sales team in scheduling demos, preparing sales materials, and managing CRM data to ensure smooth sales operations.
  • Assist in the preparation of materials for meetings, including the creation of decks, drafting proposals, and summarizing notes.
  • Conduct market research to identify new leads and potential markets for our SaaS products.
  • Assist in creating, maintaining and managing a pipeline of interested prospects and engage in follow-up communications.
  • Participate in sales strategy meetings, providing insights and feedback from client interactions.
  • Document details of each prospective client interaction in Salesforce.
  • Collaborate with the marketing team to align sales strategies with marketing campaigns.
  • Stay up-to-date with fintech industry trends and competitor activities.
  • Contribute to the enhancement of customer satisfaction by providing exceptional service.
  • Develop exceptional CAIS Solutions product knowledge and industry knowledge.

Requirements

  • 2+ years of demonstrated experience in the Financial Services.
  • Bachelor's degree in business, finance, or a related field.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office applications, especially PowerPoint.
  • Prior experience with Salesforce or similar CRM required.
  • Willingness to travel as necessary.
  • Strong organizational and time-management skills.
  • Self-motivated and goal-oriented.
  • Passion for technology and eagerness to learn.
  • Ability to work both independently and collaboratively.
  • Series 7 and 63 preferred or within 3 months of hiring.

Benefits

  • Generously subsidized healthcare with 100% employer paid dental and vision insurance.
  • Employer matched retirement plan.
  • Wellness programs.
  • Generous PTO and parental leave.
  • Flexible, hybrid in-office model.
CAIS logo

CAIS

CAIS is a pioneering firm dedicated to democratizing access to alternative investments and education for independent financial advisors. By providing a diverse range of alternative investment products and technology solutions, CAIS empowers over 50,000 advisors managing more than $6 trillion in assets to engage with leading asset managers effectively. The company emphasizes operational efficiency, exceptional client service, and a collaborative culture, making it a recognized Best Place to Work. CAIS is committed to fostering an inclusive environment that encourages innovation and growth.

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