Enterprise Business Development Associate - Austin - Remote

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.