B2B - Inside Sales Specialist

Company Description

We are a boutique financial research and investment intelligence firm that works with our clients on exclusive and customized mandates. Our culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients. We believe in doing what it takes to meet and exceed expectations; success here means focusing on outcomes, not the clock.

If you’re passionate about making an impact and thrive in a high-energy, no-excuses environment, this is the place for you.

The firm was founded by a seasoned investment professional with several years of experience conducting detailed financial and investment due-diligence along with investigative research for international alternative investment and M&A advisory firms. The firm recently secured backing from a US based family office and is looking to scale rapidly over the near future.

Role Description

We are seeking a highly motivated Inside Sales Specialist based in India, with experience in B2B outreach; adjacent to the financial services sector. The specialist will support deal origination efforts through outbound calling, email outreach, lead research, scheduling meetings, initial qualification, and CRM management. The individual will also identify, utilize, and coordinate with AI-enabled sales tools.

Key Responsibilities

• Conduct outbound calls and emails to business owners, executives, investment firms, advisors, and institutions; professionally introduce the service offering / capabilities.
• Schedule meetings and introductory calls for senior leadership.
• Support post-meeting follow-ups where needed.
• Manage and update HubSpot with accurate call notes, lead statuses, and workflow tasks.
• Refine outreach scripts and engagement strategies based on feedback.
• Research prospects to tailor communication and improve targeting.
• Follow up on inbound leads and re-engage warm / cold contacts.
• Achieve weekly outreach and qualification goals.

Qualifications

Preferred

Compensation