somewhere
somewhere~1h ago
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SDR / Investor Relations - 20463

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OtherInvestor Relations
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Quick Summary

Overview

Sales Development Representative, Investor Relations Confidential Search — U.S.

Technical Tools
OtherInvestor Relations

About the Role

~1 min read
  • Monitor and triage inbound inquiries across email, LinkedIn, Meta, Calendly, and Zoom Webinar, responding within 4 business hours
  • Route leads to the right team member with full context so nothing is dropped
  • Follow partner communication protocols precisely for partner-sourced leads — these relationships are protected carefully

Requirements

~1 min read
  • Make outbound calls and send follow-ups to warm prospects (minimum 20 contacts per week)
  • Run first-contact qualification using our established framework (full training provided)
  • Send a post-call summary within 2 hours of every call, with clear next steps
  • Manage 24-hour call reminders and post-webinar follow-up sequences
  • Bachelor's degree from an accredited university (reputable Indian institutions — IITs, NITs, central and recognized private universities — fully qualify)
  • 2+ years in a sales, business development, or client-facing support role
  • Working HubSpot proficiency: pipeline management, contact records, basic workflow familiarity
  • Professional fluency in English, with strong, accurate written communication
  • Reliable, organized, and comfortable working independently across time zones
  • Telugu and Hindi fluency — a significant portion of our investor base communicates in these languages, and it directly affects how quickly trust is built
  • Familiarity with EB-5, real estate investment, or U.S. immigration pathways
  • Experience in financial services, real estate, immigration, or investment products
  • Experience with LinkedIn or Meta lead-generation tools
  • Cultural fluency with the South Asian diaspora investor community, including how families make major financial and immigration decisions together
  • Log every call, email, and stage movement in HubSpot the same day it happens
  • Keep records complete and accurate: stage, archetype, stakeholders involved, lead source
  • Flag prospects who have gone quiet for 7+ days before they go cold
  • Own your part of the weekly CRM hygiene review with the Sales Manager
  • Draft and send follow-up sequences, webinar invitations, and materials distributions from approved templates
  • Follow our email style: concise subject lines, consistent voice, one clear closing question per email
  • Work only from approved language; verify any uncertain claim with the team before sending
  • Send a brief end-of-day activity log to the Sales Manager (calls made, emails sent, prospects advanced, items flagged)
  • Support the accuracy of the Friday pipeline report

You are:

  • Highly organized and systems-driven — you keep a CRM clean without being told to
  • Proactive in communication; you share context before someone has to ask for it
  • Trustworthy with sensitive, high-stakes relationships and confidential information
  • Comfortable owning outcomes in a low-oversight, fully remote environment
  • Warm and credible with investors, and precise and disciplined behind the scenes

This is a fully remote role with flexible hours, built on clear communication, shared systems, and mutual trust. You will not be micromanaged — but you are expected to hit your response SLAs, keep your CRM current, and communicate proactively when something needs attention.

We invest in the people who work with us. If you are sharp, dependable, and genuinely motivated by the work, there is real room to grow here.

Location & Eligibility

Where is the job
Worldwide
Fully remote, anywhere in the world
Who can apply
Same as job location

Listing Details

First seen
July 23, 2026
Last seen
July 23, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
58%
Scored at
July 23, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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somewhereSDR / Investor Relations - 20463