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Innocap · 2 weeks ago

Specialist, Inside Sales

New York

Full-time

Hybrid

Mid Level

4+ years exp

Innocap is the world’s leading firm of managed account platform services, seeking forward-thinking individuals to join their team. The Inside Sales Specialist will support the go-to-market strategy through pre- and post-sales intelligence, delivering insights on prospective clients and ensuring effective execution of follow-up actions.

Business DevelopmentFinanceFinancial Services

Responsibilities

Conduct in-depth research on prospective clients ahead of sales engagements

Help identify key decision-makers, and governance structures

Identify industry trends and support deal origination

Produce concise client intelligence briefs for sales and relationship teams

Prepare pre-meeting materials, briefing notes, and executive talking points

Prepare meeting materials and presentations

Anticipate risks, objections, and sensitivities ahead of client discussions

Prepare clear summaries of client meetings, schedule follow-up meetings and coordinate deliverables across internal teams

Track and execute post-meeting action items, including amongst other things due diligence questions, capital efficiency analyses, expense ratio analysis, pricing proposals and requested documentation

Proactively update on opportunities, flag risks/delays, and liaise with internal teams to ensure commitments are met

Ensure accurate documentation in CRM/internal knowledge systems

Qualification

Inside sales experienceDeal preparationAnalytical skillsCRM platformsPowerPoint skillsMethodical mindsetCommunication skillsAttention to detailCritical thinking