Simplify Logo

Full-Time

CAIS Solutions Sales Associate

Confirmed live in the last 24 hours

CAIS

CAIS

201-500 employees

Fintech platform connecting advisors with asset managers

Fintech

Compensation Overview

$95k - $130kAnnually

Junior, Mid

New York, NY, USA

Category
Field Sales
Inside Sales
Sales & Account Management
Required Skills
Market Research
Sales
Communications
Salesforce
Marketing
PowerPoint/Keynote/Slides
Requirements
  • 3+ years of demonstrated experience in the Financial Services or Technology industries
  • Bachelor's degree in business, finance, or a related field
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office applications, especially PowerPoint
  • Prior experience with Salesforce or similar CRM required
  • Willingness to travel as necessary
  • Strong organizational and time-management skills
  • Self-motivated and goal-oriented
  • Passion for technology and eagerness to learn
  • Ability to work independently and collaboratively
Responsibilities
  • Support the sales team in scheduling demos, preparing sales materials, and managing CRM data
  • Assist in the preparation of materials for meetings
  • Conduct market research to identify new leads
  • Engage with prospective clients through various channels
  • Maintain and manage a pipeline of interested prospects
  • Participate in sales strategy meetings
  • Document client interactions in Salesforce
  • Collaborate with the marketing team
  • Stay up-to-date with industry trends
  • Enhance customer satisfaction
  • Develop product knowledge and industry expertise

CAIS is a leading fintech platform that offers a unique working environment where employees can directly contribute to simplifying complex financial transactions between independent financial advisors and top-tier alternative asset managers. The company has facilitated over $25 billion in transaction volume, demonstrating its success and reliability in a high-stakes industry. By joining this team, you'll work at the intersection of technology and finance, helping to empower thousands of advisors managing trillions in assets, which can be incredibly rewarding and impactful for career growth.

Company Stage

Series B

Total Funding

$306M

Headquarters

New York, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

5%

1 year growth

10%

2 year growth

33%