Job Description:

Job Title: Client Acquisition Architect

Location: Pune and Hybrid
Type: Full-Time
Experience: 5+ years in financial services sales or sales support

About Us:
- Manage and enrich CRM data (HubSpot) to ensure account intelligence is up to date

Assist with outbound campaigns through personalized messaging, follow-ups, and tracking performance metrics. Follow up with We are a fast-growing AI Driven Data Platform startup dedicated to providing high-impact operational and strategic support to asset managers, hedge funds, and private equity firms globally. Our goal is to deliver agile, intelligent solutions that empower investment professionals to focus on alpha generation Join us at the ground level to shape a next-generation financial services powerhouse.

Role Overview:

As a Strategic Client Acquisition Architect, you will be a core member of the go-to-market team, responsible for supporting the full sales lifecycle—from lead generation through to client acquisition. You will collaborate closely with senior sales leaders in the US, marketing, client solutions,



and operations teams to ensure a seamless and effective sales process. This is a hands-on, high-impact role ideal for someone who thrives in agile environments and understands the nuances of financial services especially Buy Side.

Key Responsibilities:

Pre-Sales & Prospecting Support
- Conduct market research to identify target accounts and decision-makers within the target market
- prospects via email, cold calls etc. To schedule meetings for US based sales rep
- Work closely with sales teams to align campaigns with sales objectives

Sales Operations & Process Management
- Own sales enablement tools and platforms (e.g., CRM, sales dashboards, pipeline reports)
- Track pipeline health and provide actionable insights to the leadership team
- Develop and refine sales processes and SOPs to support scale

Proposal Development & Presentations
- Assist in drafting RFPs, pitch decks, and tailore

📌 Hiring for Client Acquisition Architect (Pune)
🏢 RECEX
📍 Pune