Scale IR ยท 4 weeks ago
Investor Relations Associate - Technology
Scale IR is a private investment sponsor seeking an Investor Relations Associate who will manage the investor relationship from initial contact to commitment. This role involves qualifying leads, educating prospects on investment offerings, and collaborating with senior leadership to drive capital commitments.
Management Consulting
Responsibilities
Own the full investor journey: from first contact through to commitment
Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit
Educate prospects on the firm's investment thesis, offerings, and process
Guide prospects through next steps: diligence, calls, document access, and Q&A
Involve partners or senior IR professionals as needed to close high-potential leads
Maintain pipeline tracking and reporting in CRM
Follow up with leads throughout the funnel to maximize conversion and retention
Hit activity and conversion goals aligned to meetings, movement, and closes
Qualification
Required
3+ years in a client-facing role with measurable success across revenue or retention
Knowledge and experience in retail investment offerings, including but not limited to Reg A+, Reg CF, Reg D
Proven ability to close investments. Sales and negotiation skills are a must
Comfortable navigating investor objections and managing complex conversations
Strong communication and organizational skills
Familiar with CRM platforms (HubSpot, GoHighLevel, ActiveCampaign, etc.)
Self-starter comfortable working remotely and meeting weekly performance goals
Preferred
Understanding of hardware + software business models, subscription/earn-based platforms, multi-geography user metrics a plus
Benefits
Competitive base + performance-based bonus
Participation in project profit interests
Work flexibility
Collaborative, entrepreneurial team culture
Company
Scale IR
Accelerate your Pipeline & Close More Deals Scale IR delivers tailored solutions that blend effortlessly into your existing business operations.
Funding
Current Stage
Early StageCompany data provided by crunchbase