About Capvision
We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting and in-person/remote conferences.
Build your career and unlock your potential at Capvision, one of the fastest growing expert networks in the world, providing primary research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across the globe. Capvision is currently looking for an SDR to assist with their continued rapid expansion into the Americas and EMEA regions.
In this role, you will work with the Business Development team to identify, qualify, and build meaningful relationships with prospective clients around the world. Our Business Development team is responsible for identifying Capvision users within new and existing accounts, as well as growing the relationship alongside our research team. This person will join a growing team that works with some of the largest investment management firms and consultancies in the world, helping to discover our client’s business initiatives and acting as the Capvision advocate.
Job Responsibilities:
- Demonstrate Capvision’s value proposition across our entire universe of research services
- Grow and track existing accounts to identify additional opportunities such as new users and up-selling opportunities
- Lead generation; Connect with prospects through strong written and verbal communication
- Assist Sales Team with user acquisition and prospecting strategies
- General sales coordination and support
Who You Are:
- Familiar with selling directly or indirectly in a competitive landscape
- Experience gained through work or internships in a professional client facing environment, such as financial institutions, including but not limited to Hedge Funds, PE Firms, Asset Managers, and Consulting Firms
- Excellent customer service skills. Efficient written and verbal communication skills
- Demonstrable ability to learn quickly and adapt to a growing, fast-paced working environment
- Positive, motivated, goal-oriented attitudes and mentalities and can be successful both as an individual and as part of a team
Qualifications:
- Bachelor’s degree from a top institution, ideally in finance, business, sales, or marketing
- 0-2 years of sales experience (recent graduates encouraged to apply)
- Hustle, energetic, highly motivated, and results-driven, with a proactive attitude
- Confidence and eagerness to engage potential clients through outbound calls to drive interest
- Exceptional communication skills, combined with a goal-oriented mindset for effective lead generation
- Familiar with sales tools such as Salesforce, LinkedIn Navigator, and Pitchbook
- Eligible to work in the US, including F-1 visa holders with Optional Practical Training (OPT) status of 3 years.
Benefits + Compensation:
- Competitive compensation and bonus program. Base salary of $64,000 and uncapped commissions
- Very fast paced and motivated culture
- Great office, colleagues, and growth culture!
- Paid vacation, sick days, and company holidays
- Healthcare, vision, and dental plans
- Tax-free commuter benefits program
- Monday breakfast, weekly happy hours and events, free snacks and coffee/tea
- Mobile phone reimbursement (Annual $600)
- Monthly commuting stipend (Annual $1,200)
- Company sponsored meal plan - FREE lunch ($1,200 value)
- 401K plan – 3% contribution
- Online Mental Health Therapy
- Gynecology and Family-building Care
What We Do
Founded in 2006 by former Bain & Company consultants and Morgan Stanley investment bankers in Shanghai, Capvision is an industry-leading global expert knowledge services provider. We are the fastest-growing expert network in the United States, as well as the first and largest established expert network in Asia. Capvison partners with over 2000 clients including institutional investors, consulting firms, and Fortune 500 companies to organize and provide fast and accurate expert consultations, surveys, conference calls, transcripts, and customized research solutions.
Our proprietary CRM enables our clients to benefit from the scale of our network and professional relationships, which we continually build by individually screening and recruiting top talent who match each client’s unique needs and goals. We aim to deliver the best services by aligning our interests with our clients' so that they can make well-informed and strategic decisions that outperform the competition.