Senior Investment Sales Executive
Compensation
$170k – $180k /yr
Employment type
Full-time
Work setting
On-site
Location
Menlo Park, CA
Schedule
Day shift
Posted
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Job overview
The Senior Investment Sales Executive role is onsite in Menlo Park, CA, as part of Alumni Ventures’ five-day-a-week in-office culture. The anticipated annual base salary is $170,000–$180,000; eligible employees may also receive incentive compensation, equity, and a corporate bonus. Alumni Ventures connects accredited individuals with venture investment opportunities through its alumni-driven communities and co-investment strategy. The role converts inbound and warm prospects into first-time investors by understanding their goals and matching them with suitable venture offerings. It also establishes trust and documents prospect insights and next steps to support long-term investor relationships and the Investor Conversion Pillar’s growth.
What you'll do
- Own inbound and warm prospect and investor calls from qualification through close
- help net-new prospects make a first investment
- identify motivations and match needs to AV offerings
- address buying signals, hesitation, and objections
- explain the “see the deal, then decide” approach
- document call outcomes and next steps in HubSpot
- partner with Marketing and Nurture teams on lead quality and prospect messaging
- contribute to coaching, call-quality standards, and performance practices
- use AI tools for research, preparation, and personalized follow-up.
What we're looking for
- Skills & competencies
- senior investment sales executivealumni venturesmenlo park caventure capitalinvestor conversioninbound salessolution sellingaccredited investorshubspotai toolsin-office$170,000–$180,000/year401(k) matchunlimited pto
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health coverage with plan options and employer-funded deductible support and HSA contributions
- dental and vision plans
- HSA, FSA, and commuter benefits
- 401(k) with company match and immediate vesting
- company-paid life and disability insurance
- EAP and wellness resources
- flexible unlimited PTO
- paid parental leave
- 10 company holidays.
Why this role
Five-day-a-week in-office culture; benefits include health, dental and vision coverage, 401(k) match with immediate vesting, flexible unlimited PTO, and paid parental leave.
About the employer
Alumni Ventures is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 41-3091.00
You'll be redirected to the employer's application page.
Listing ID: 387418ff-f65c-4039-8296-bdffe4b745a7