Responsibilities will include:
- Conduct outbound prospecting via phone, email, and social media to generate qualified leads
- Maintain accurate records of interactions and pipeline activity in the CRM
- Follow up on inbound leads and nurture them through the early stages of the sales funnel
- Establish a feedback loop between sales, marketing, and product teams to gather insights on lead quality and refine strategies
- Sales presentations and demos: Provide demos of Syntax Direct to prospects and respond to questions or concerns in the sales process
The ideal candidate will have:
- 1-3 years of successful sales experience
- Familiarity with CRM tools and sales engagement platforms (preferably HubSpot)
- Basic understanding of core investment management principles
- Self-motivated, goal-oriented, and eager to learn
- Excellent communication skills
- Proficient in Microsoft Word, Excel, and PPT or Canva
- Occasional travel required
Preferred skills:
- Client-focused perspective
- Excellent teamwork and entrepreneurial skills
- Business development and/or partnerships experience
- Strong industry network and relationships
Top Skills
What We Do
Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data. Syntax operates through three segments: Affinity® Data, Syntax Direct℠, and Syntax Indices. Using its patented FIS® technology inspired by systems sciences, the Affinity® Data segment offers the most comprehensive, granular, and accurate product line revenue data available on the market. The Syntax Direct℠ segment then uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. The Syntax Indices segment offers customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products
