Investor Sales Closer

Scale Army

Role Overview:
The Investor Sales Closer (Phone) is a senior-level sales role focused on managing inbound investor leads, building relationships, and closing capital commitments for the firm's funds and note programs. Reporting directly to the VP, this role collaborates with the CEO and marketing department to execute fundraising strategies and meet investment goals.

Key Responsibilities

• Strategic Planning

  • Work closely with the VP to refine closing strategies, call flows, and follow-up systems.

  • Coordinate with the marketing team to optimize funnels, investor messaging, and pipeline structure.

• Investor Relations

  • Conduct discovery calls, qualification calls, and closing calls with investors.

  • Manage warm inbound leads generated by marketing campaigns, webinars, and other outreach efforts.

  • Maintain ongoing professional relationships with current investors.

• Fundraising Execution

  • Convert qualified leads into committed investments by guiding investors through documentation and compliance steps.

  • Track all communication and pipeline movement using the established CRM tool to ensure a streamlined process.

• Financial Communication

  • Clearly explain fund structures, investment timelines, yields, risks, and terms to prospective investors.

  • Ensure all terms align with official documentation and offerings.

  • Maintain investor clarity while staying compliant with legal and regulatory requirements.

• Team Leadership & Collaboration

  • Serve as the lead phone closer under the VP, offering expertise and leadership.

  • Help train and mentor new SDRs or junior callers as the team grows.

  • Provide weekly updates on KPIs, insights, and progress from investor conversations.

• Market Awareness

  • Relay investor sentiment on rates, returns, and competing offerings back to leadership.

  • Assist in adjusting fundraising strategies based on real-time data from investor calls.