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 rapid-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
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