Sales Development Representative – Venture Capital & Private Equity

About Us

Eqvista, Inc. is a leading provider of equity management and cap table solutions, recognized for our cutting-edge technology and exceptional client service. We specialize in delivering top-tier solutions for venture capital and private equity firms, empowering them to manage their portfolios efficiently, ensure compliance, and make strategic decisions. We are seeking a driven and results-oriented Sales Development Representative to join our team and excel in a fast-paced, high-intensity environment.

Role Overview

As a Sales Development Representative (SDR) focusing on Venture Capital & Private Equity, you will be the frontline ambassador for Eqvista, Inc.’s solutions. Your role will involve generating and qualifying leads within the venture capital and private equity sectors, setting up meetings for the sales team, and driving new business opportunities. This position demands a proactive, energetic, and target-driven individual who can thrive in a demanding, high-paced environment.

Key Responsibilities

• Lead Generation: Identify and research potential leads within the venture capital and private equity sectors through various channels, including outbound prospecting, industry events, and social media. Build and maintain a strong pipeline of qualified leads.
• Cold Outreach: Conduct cold calls and send personalized emails to engage with prospects, introduce Eqvista, Inc.’s solutions, and set up meetings. Employ effective sales techniques to capture interest and drive engagement.
• Lead Qualification: Qualify leads based on their fit and readiness to engage with the sales team. Assess and prioritize leads to ensure alignment with company criteria and sales goals.
• Sales Coordination: Collaborate with the sales team to understand target markets, ideal customer profiles, and sales strategies. Schedule and coordinate meetings and product demos for the sales team with qualified leads.
• CRM Management: Maintain accurate and up-to-date records of lead interactions, follow-ups, and sales activities in the CRM system. Track and report on key metrics and performance indicators to ensure effective lead management.
• Market Insights: Stay informed about trends and developments in the venture capital and private equity sectors. Use this knowledge to tailor outreach strategies and effectively engage with prospects.
• Campaign Support: Support marketing campaigns by providing insights into lead quality and campaign effectiveness. Collaborate with marketing teams to refine messaging and outreach strategies.
• Performance Tracking: Monitor personal performance against targets and KPIs. Analyze results to continuously improve outreach strategies and maximize lead generation and conversion rates.

Requirements

• Experience: 1-3 years of experience in sales development, lead generation, or a related role, preferably within the venture capital, private equity, or financial services sectors. Experience with equity management or cap table solutions is a plus.
• Sales Skills: Proven track record of successfully generating leads, qualifying prospects, and achieving sales targets. Strong understanding of sales processes and techniques, particularly in the financial or investment sectors.
• Communication: Excellent verbal and written communication skills, with the ability to engage and build rapport with potential clients. Strong presentation and negotiation skills.
• Organizational Skills: Exceptional organizational and time-management skills, with the ability to manage multiple tasks and priorities in a high-pressure environment.
• Resilience: Ability to handle rejection and remain motivated in a demanding role. Demonstrated persistence and determination in achieving sales goals.
• Technical Skills: Familiarity with CRM systems and sales tools. Proficiency in Microsoft Office and Google Workspace.
  Education: Bachelor’s degree in Business, Marketing, Finance, or a related field.

Preferred Qualifications

• Experience in the venture capital or private equity industry.
• Familiarity with high-growth or technology-focused companies.
• Knowledge of advanced sales development techniques and tools.

What We Offer

• Competitive Compensation: Attractive salary with performance-based bonuses and incentives.
• Comprehensive Benefits: Health, dental, and vision insurance, along with a generous PTO policy.
• Career Growth: Opportunities for professional development, career advancement, and exposure to senior leadership.
• High-Paced Environment: A dynamic, fast-paced work environment where your contributions directly impact our sales success and company growth.
• Collaborative Culture: A supportive and collaborative work environment where your skills and efforts are valued and recognized.

How to Apply

If you are a motivated and energetic sales professional with a passion for generating new business in the venture capital and private equity sectors, we want to hear from you! Please submit your resume and a cover letter detailing your experience and interest in the role to Careers@eqvista.com.

Eqvista, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.