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Innocap

Specialist, Inside Sales

Posted 18 Days Ago
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In-Office
New York, NY
Mid level
In-Office
New York, NY
Mid level
The Inside Sales Specialist supports market strategy through research, materials preparation, client insights, and follow-up execution, ensuring smooth sales operations.
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ABOUT INNOCAP

Innocap is the world’s leading firm of managed account platform services. With over US$100 billion in assets under management, over 500 employees and offices in five countries, we are shaping the future of alternative investments for institutional owners and allocators. Our mission is to revolutionize the asset management industry and to provide customized expert services and an exceptional client experience.

We are seeking forward-thinking individuals to join us on our exciting journey. Innocap’s success is built on the diversity of our people and the strength of their ambitions. We empower our teams and foster a culture of inclusivity, collaboration, innovation, and growth. At Innocap, you'll have the opportunity to enhance your career, work on exciting projects, and make a real impact.

ABOUT THE ROLE 

The Inside Sales Specialist plays a key role in supporting Innocap’s go-to-market strategy through pre- and post-sales intelligence and deal preparation. Reporting to the Global Head of Business Development and Client Relationship Management, this role delivers in-depth insights on prospective clients, prepares pre- and post- meeting material, and ensures flawless execution of follow-up actions.

The Inside Sales Specialist has the following main 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

PRIMARY QUALIFICATIONS & SKILLS

  • University degree in finance, business administration, or a related field.

  • Desired seniority level: 4+ years of experience in an inside sales, investor relations, or similar role.

  • Proven experience supporting commercial teams in complex, relationship-driven sales environments

  • Hands-on experience supporting deal preparation processes.

  • Exposure to banking, asset management, hedge funds, capital markets.

  • Strong analytical and critical thinking skills.

  • Ability to synthesize complex information into clear, actionable insights.

  • High attention to detail and strong professional rigor.

  • Structured, methodical, and deadline-driven mindset.

  • Excellent written and spoken communication skills in English (required).

  • Advanced PowerPoint and presentation skills.

  • Familiarity with CRM platforms (e.g., Salesforce, Dynamics 365).

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Top Skills

Dynamics 365
PowerPoint
Salesforce

Innocap New York, New York, USA Office

300 Park Avenue, 22nd Floor, New York, New York, United States, 10022

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