You will conduct compelling and informative demonstrations of the Fusion custodial services technology platform to Registered Investment Advisors (RIAs). - You will assist with the management of the HubSpot CRM system by accurately inputting client data, creating segmented contact lists, and helping to automate sales processes. - You will provide essential support to the sales team by collaborating on scheduling appointments, preparing sales collateral, and handling various administrative tasks. - You will continuously maintain up-to-date product knowledge to answer technical and functional questions from prospects and collaborate with the product development team to share client feedback and insights. - You will contribute to company growth by generating reports to analyze demo and sales activity performance, and by building and maintaining strong relationships with both potential and existing clients. ##
What you bring
You bring a strong understanding of custodial services and the Registered Investment Advisor (RIA) industry. - You are proficient in using CRM systems, with experience in HubSpot being preferred. - You possess excellent presentation and communication skills, both written and verbal. - You are able to explain complex technical concepts in a clear and understandable manner. - You demonstrate strong organizational skills and attention to detail. ## What we offer
Challenging, high-impact work to grow your career. - Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching. - Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents. - Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more. - Employer-paid life & disability insurance, fertility benefits, and mental health benefits. - Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! - Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range:
Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
$136,000—$160,000 USD
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
$120,000—$141,000 USD
Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)
$107,000—$125,000 USD
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