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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in prospect qualification and pipeline management, utilizing data-driven insights to enhance lead quality and sales processes. Proficient in building and iterating on qualification frameworks and leveraging AI tools to optimize workflows.
Highest-signal resume keywords
Prospecting ExperiencePipeline ManagementCold Outreach WritingSalesforce ProficiencyAI Automation Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead QualificationSales Process DevelopmentData AnalysisFunnel Metrics TrackingSales Development Playbook Creation
Soft Skills
CollaborationCommunicationProblem-Solving
Tools & Technologies
SalesforceSequencing ToolsScoring ModelsAI-Assisted Workflows
Industry Keywords
Private MarketsGeneral PartnersInstitutional Limited PartnersAlternative Assets
About the role
Key responsibilities & impact- Own inbound and outbound prospect qualification
- Ensure every lead is worked with speed and rigor
- Run early discovery calls and first conversations
- Uncover business needs and set Account Executives up to close
- Design and iterate on the qualification framework, including questions, signals, and advancement criteria
- Build and manage the SDR tech stack, including sequencing tools, scoring models, and AI-assisted workflows
- Track pipeline quality metrics
- Partner with marketing to make lead quality a shared funnel measure
- Research firms and identify decision-makers
- Hand qualified firms to Account Executives
- Track the funnel in Salesforce and use data to prioritize accounts
- Build the sales development playbook alongside the Head of Sales, Account Executives, and other SDRs
- Report to the Head of Sales
Requirements
What you’ll need- 1-2 years of experience prospecting in an SDR, BDR, or adjacent sales role
- Owned a pipeline target
- Experience selling into larger organizations where more than one person had to approve a purchase
- Experience writing effective cold outreach
- Experience using funnel data to prioritize time
- Experience building processes from scratch
- Experience using AI or automation to remove manual work
- Ability to align internal teams around an idea in writing
- Familiarity with private markets, GPs, institutional LPs, or alternative assets (bonus)
Benefits
Comp & perks- Competitive base salary
- Performance-based variable compensation
- Benefits package
- Equity package
- Compensation tailored to professional experience and location
- Hybrid in-office model
- Equal opportunity workplace
- Diversity-valuing workplace
