B2B Sales Lead – Capital Advisory jobs in United States
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Vortex Capital · 1 week ago

B2B Sales Lead – Capital Advisory

Vortex Capital is a capital advisory firm focused on the lower-middle market. They are seeking a Sales Lead to run qualification and closing calls with founders and executives looking to raise capital or explore a sale.

Financial Services

Responsibilities

Run discovery and qualification calls with founders, CEOs, and other board members
Assess deal readiness, transaction size, urgency, and fit
Clearly present Vortex Capital’s process and fee structure
Handle objections and drive deals to signed engagement
Maintain CRM hygiene and coordinate internal handoffs
Optional: Attend conferences and source deals for additional upside

Qualification

B2B sales experienceFinance experienceInvestment banking experienceSenior executive communicationProfessionalismDisciplineDriveEnglish fluency

Required

Proven high-ticket, B2B sales experience
Professional, disciplined, and highly driven
Comfortable speaking with senior executives
Strong English fluency
Able to work US business hours

Preferred

Finance and investment banking experience preferred, but not required

Company

Vortex Capital

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Vortex Capital is a boutique capital advisory firm specializing in private placements, project financing, M&A, and corporate strategy for clients in the early and middle market.

Funding

Current Stage
Early Stage
Company data provided by crunchbase