Sales Operations Specialist

Key Responsibilities

● Identify, research, and engage prospective investors, capital allocators, and strategic partners through LinkedIn, email, and other outreach channels.

● Utilize LinkedIn Sales Navigator to source, qualify, and connect with high-value prospects and decision-makers.

● Generate and schedule qualified meetings between prospective investors and the client’s leadership team.

● Manage prospect pipelines, outreach activities, and engagement tracking within CRM platforms.

● Develop personalized outreach campaigns and follow-up strategies to increase response and conversion rates.

● Conduct market research to identify new investor opportunities and support business development initiatives.

● Build and maintain professional relationships with executives, investors, and senior stakeholders.

● Consistently meet or exceed appointment-setting and pipeline generation targets.

Qualifications

● Proven experience in Business Development, Appointment Setting, Lead Generation, Investor Relations, or a related B2B sales role.

● Strong proficiency with LinkedIn Sales Navigator, including prospect sourcing, lead qualification, and outreach campaign execution.

● Experience using CRM platforms such as HubSpot, Salesforce, Pipedrive, Zoho, or similar systems.

● Experience within financial services, investment management, private equity, venture capital, or investor relations is a strong advantage.

● Demonstrated success in generating qualified meetings and developing sales pipelines through outbound prospecting.

● Comfortable engaging and building relationships with executives, investors, founders, and senior decision-makers.

● Excellent written and verbal English communication skills.

● Ability to manage multiple priorities while maintaining high-quality outreach and engagement standards.

Success Metric

● Primary focus is to generate qualified meetings with prospective investors and capital allocators, contributing directly to business growth and fundraising objectives.