Private Equity Account Manager/Sales Associate

Summary

Equity Raise helps private equity real estate firms convert investor interest into qualified appointments. The Private Equity Account Manager/Sales Associate will conduct investor outreach, qualify prospective investors, schedule appointments, manage CRM records, and support team leadership, onboarding, scheduling, client communication, and process improvement.

Responsibilities

• Investor Outreach: Call prospective investors using our dialing system and follow up with warm leads who have already expressed interest in our clients’ investment opportunities
• Lead Qualification: Ask the appropriate questions to determine whether prospective investors meet criteria established by our clients, including accredited investor qualifications
• Appointment Setting: Schedule qualified prospects directly onto our clients’ calendars for conversations with their investment or sales teams
• CRM & Pipeline Management: Maintain accurate records of calls, lead status, qualification information, appointments, and follow-up activity
• Team Leadership: Help manage and support a team of Private Equity Sales Associates, provide day-to-day guidance, and help maintain a professional, accountable, and positive team culture
• New Hire Onboarding: Assist with onboarding and training new team members on our systems, scripts, processes, client expectations, and dialing procedures
• Scheduling & Team Coordination: Work with leadership to help manage associate schedules, coverage, client assignments, and other day-to-day team needs
• Client Communication: Serve as a liaison between Equity Raise clients and the sales team, helping report sales performance and prepare weekly and monthly reports
• Quality & Process Support: Help leadership identify opportunities to improve scripts, processes, call quality, scheduling, and overall team performance

Skills

• Have experience in sales, appointment setting, customer service, account management, real estate, investor relations, team leadership, or a related role
• Have strong people skills and enjoy helping others perform at a high level
• Are confident and professional speaking with people over the phone
• Are comfortable spending a meaningful portion of your day making calls and working within a structured dialing system
• Communicate clearly and professionally with both prospective investors and clients
• Are highly organized and comfortable managing multiple priorities at once
• Enjoy training, supporting, and coordinating other team members
• Are comfortable taking initiative and solving day-to-day operational issues
• Pay close attention to details and maintain accurate CRM records
• Are coachable and receptive to feedback
• Are interested in private equity, commercial real estate, investing, sales, or financial services
• Experience with CRM systems, appointment setting, call-center environments, real estate, investor relations, or private equity is a plus, but not required
• A bachelor's degree in business, finance, real estate, communications, marketing, or a related field is preferred, but not required

Qualifications

Must Haves

• Have experience in sales, appointment setting, customer service, account management, real estate, investor relations, team leadership, or a related role
• Have strong people skills and enjoy helping others perform at a high level
• Are confident and professional speaking with people over the phone
• Are comfortable spending a meaningful portion of your day making calls and working within a structured dialing system
• Communicate clearly and professionally with both prospective investors and clients
• Are highly organized and comfortable managing multiple priorities at once
• Enjoy training, supporting, and coordinating other team members
• Are comfortable taking initiative and solving day-to-day operational issues
• Pay close attention to details and maintain accurate CRM records
• Are coachable and receptive to feedback
• Are interested in private equity, commercial real estate, investing, sales, or financial services

Nice to Haves

• Experience with CRM systems, appointment setting, call-center environments, real estate, investor relations, or private equity is a plus, but not required
• A bachelor's degree in business, finance, real estate, communications, marketing, or a related field is preferred, but not required

Benefits

• Hands-on exposure to private equity real estate and capital raising
• Experience communicating with accredited investors and private investment firms
• Opportunities to develop team leadership and account management skills
• Training on private equity sales processes, qualification, CRM systems, and appointment setting
• Direct interaction with Equity Raise leadership and clients
• Opportunities to take on greater responsibility as Equity Raise continues to grow
• Performance-based bonuses
• Medical, dental, and vision benefits
• 401(k) benefits
• Unlimited PTO for full-time employees
• A collaborative, team-oriented work environment
• Remote work arrangement