i4Invest is an investment accounting and portfolio analytics platform that helps investors consolidate their investments across multiple brokers, asset classes, advisors and family members.
We help investors get a consolidated view of their investments, transactions, holdings, capital gains and portfolio performance — all in one place.
? The Role
We are looking for a hands-on Partnerships & Sales Manager to drive business growth by building relationships with CA firms, wealth advisors and family offices.
You will own the sales journey from identifying prospects and conducting product demonstrations to converting them into paying subscribers and building long-term referral partnerships.
This is an chance to work closely with the founder and play a key role in growing an early-stage fintech business.
? Key Responsibilities
? Partnership Development
- Identify and develop relationships with CA firms, independent wealth advisors and family offices.
- Build a strong referral and channel partner network.
- Develop partnership models and commercial proposals in collaboration with the founder.
? Sales & Revenue Growth
- Generate leads, conduct product demos and convert prospects into paying customers.
- Manage the complete sales cycle, from the first conversation to subscription closure.
- Run pilot programmes with prospective clients and demonstrate the value of i4Invest.
- Build and maintain a healthy sales pipeline and achieve agreed revenue targets.
? Sales Strategy & Execution
- Maintain accurate lead and opportunity records in the CRM.
- Track leads, demos, pilot conversions, sales performance and customer feedback.
- Identify customer objections and communicate product improvement opportunities to the founder.
- Gradually bu