Pointdigitalfinance

Capital Formation Lead

United States

Sponsorship not specified$200k-$225kDetected 8 days ago

CRMOutbound SalesFinancial AnalysisValuationAR/VRResearchCommunicationCollaborationProblem SolvingPublic SpeakingMicrosoft OfficeFinancial Reporting

About the role

Organize and actively participate in calls, meetings, and events with existing and potential clients.
Provide regular updates to senior management on activity, pipeline, and feedback related to products and fundraising efforts.
Oversee outbound marketing activities directed towards investors.

Collaborate closely with senior team members to enhance and diversify the investor base.
Utilize the firm's CRM system to track and manage outreach activity effectively.
Maintain and update the quarterly sales plan and regularly monitor and report on fundraising goals.
You'll also collaborate with colleagues across the organization on capital formation efforts, investor operations, and other key initiatives to help strengthen Point's reputation as a trusted investment partner.

You have the opportunity to join us at a pivotal stage.
Brings 2+ years of experience in a client-facing financial services or investor-focused role, with comfort operating in a fast-paced environment.

Shows sound problem-solving skills, handling investor inquiries and challenging situations with professionalism and composure.
Proficient in CRM systems, investor relations software, and financial databases.

We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
We provide monthly stipends for internet, mobile plans, wellness perks, a one-time home office reimbursement, and company provided equipment including a MacBook and monitor.
We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class.
Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends.
In states without PFL, Point offers up to 8 weeks of paid parental leave.
Equity: We offer meaningful equity because we believe in sharing the value you help create.
Your contributions directly impact our growth, and your equity gives you a stake in our future success.
Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
In this role, you will build and maintain strong relationships with investors across family offices, endowments and foundations and pension groups.
Flexible remote and onsite work: Our teams work from many different locations and time zones.

Our mission at Point is to make homeownership more valuable and accessible.
Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.
We're building a category defining company in home equity.
We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 20,000+ customers.
Our employees love working here!
We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.
Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.
Local or 100% Remote

This listing is sourced directly from Pointdigitalfinance's careers page and normalized into a canonical job model.