London, England, United Kingdom · Hybrid
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn rel…
Skills: Sales, Business Development, Outbound Prospecting, Lead Qualification, Cold Emailing
Santiago de los Caballeros, Santiago, Dominican Republic · On-site
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn rel…
Skills: SQL, Python, ETL, Data Migration, Talend
Santiago de los Caballeros, Santiago, Dominican Republic · On-site
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn rel…
Skills: SQL, Python, ETL, Data Migration, Talend
New York, New York, United States · Hybrid
$175k–$200k/yr
InvestorFlow is the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction. Asset managers use our platform to easily make transactio…
Skills: AI Implementation, Management Consulting, Prompt Engineering, RAG, LLM Orchestration
New York, New York, United States · Hybrid
$240k–$300k/yr
InvestorFlow is the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction. Asset managers use our platform to easily make transactio…
Skills: AI Strategy, Management Consulting, Practice Leadership, Enterprise AI Implementation, Revenue Generation
Clark, New Jersey, United States · Hybrid
$140k–$160k/yr
InvestorFlow is the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction. Asset managers use our platform to easily make transactio…
Skills: Renewals Management, Revenue Operations, Salesforce CRM, SaaS Pricing Models, Subscription Lifecycle Management
Santo Domingo, Distrito Nacional, Dominican Republic · Hybrid
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn rel…
Skills: Salesforce Configuration, User Management, Security Design, Workflow Automation, Third-party Integrations
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The Sales Development Representative will own top-of-funnel pipeline generation through outbound prospecting and qualify inbound leads from marketing campaigns. They will also research target accounts and book discovery meetings for Account Executives while maintaining accurate data in Salesforce.
Candidates should have 1–2 years of experience in a sales or client-facing role and possess exceptional written and verbal communication skills. A bachelor's degree or equivalent experience is required, along with a builder's mindset and curiosity about private markets.
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
We're looking for a hungry, curious Sales Development Representative to join our growing go-to-market team. As an SDR at InvestorFlow, you'll be on the front lines of our growth: — identifying, engaging, and qualifying prospects across private equity, real assets, and private credit firms. You'll work closely with Account Executives and Marketing to build pipeline and introduce InvestorFlow to the firms that need it most.
This is an ideal role for someone who wants to build a career in fintech or enterprise SaaS sales, and is excited to learn the private markets industry from the ground up. This role has a clear path to Account Executive and beyond, as well as a front-row seat to the transformation of private markets technology .
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InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
InvestorFlow is the leading AI-powered front-office platform for capital formation, deployment, and investor services.
InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets. Our application suite helps private equity, real estate, credit, and venture firms raise larger funds faster, source more deals, and scale personalized investor experiences. InvestorFlow connects every front-office workflow — from deal origination to fundraising to investor services — into one intelligent system, unlocking the full value of a firm’s proprietary data to drive competitive advantage. Top firms rely on InvestorFlow as a strategic technology innovator and partner.
Offices: 655 Montgomery St, Suite 1400, San Francisco, California 94111, US · 12 E 49th St, New York, NY 10017, US · Peninsular House, 36 Monument Street, London, EC3R 8LJ, GB
InvestorFlow is the leading AI-powered front-office platform for capital formation, deployment, and investor services.
InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets. Our application suite helps private equity, real estate, credit, and venture firms raise larger funds faster, source more deals, and scale personalized investor experiences. InvestorFlow connects every front-office workflow — from deal origination to fundraising to investor services — into one intelligent system, unlocking the full value of a firm’s proprietary data to drive competitive advantage. Top firms rely on InvestorFlow as a strategic technology innovator and partner.
Offices: 655 Montgomery St, Suite 1400, San Francisco, California 94111, US · 12 E 49th St, New York, NY 10017, US · Peninsular House, 36 Monument Street, London, EC3R 8LJ, GB
