iCapital · 1 week ago
Sales Enablement - Associate
New York, New York, United States
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $100K/yr
2+ years expiCapital is a company focused on providing innovative financial solutions, and they are seeking an Associate Sales Enablement specialist to support their Business Solutions team. The role involves managing data reporting and insights to drive sales for the Alternative Distribution and Structured Investment Distribution teams.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Produce and maintain sales reports and dashboards in Salesforce and in Excel for the Sales and Management teams
Maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives
Create ad-hoc reporting for clients, senior management, and collaborate on drawing insights to support sales opportunities and goals
Work closely with the Alternative Investments Sales team and Sales Management team to provide business insights and track key metrics
Qualification
Required
2-5 years of relevant work experience
Strong Excel skills, with experience using large data sets and automation with formulas and macros
Experience and in-depth knowledge of Salesforce
Strong attention to detail and able to multi-task under tight deadlines
Able to maintain a high level of productivity and manage multiple competing priorities
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
Business Wire
2026-01-16
Business Wire
2026-01-15
2025-12-18
Company data provided by crunchbase