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Own the full sales cycle for institutional private-equity buy-out clients, develop the upmarket go-to-market strategy, generate pipeline through industry networks, close complex multi-stakeholder deals, negotiate commercial terms, maintain CRM forecasts, represent Fundcraft at industry events, and coordinate successful client handoffs with onboarding, success, operations, and product teams.

Supports the Client Success team with client interactions, request tracking, documentation, onboarding materials, meeting coordination, feedback collection, and basic platform troubleshooting. The trainee collaborates with internal departments to deliver client needs, maintains accurate records, and develops client management, communication, analytical, and project coordination skills through mentorship and training.

Perform daily AML/KYC operations including initial and ongoing KYC/KYA/KYT checks, documentation and investor record maintenance, escalate high-risk issues, support onboarding and transactions, coordinate with internal teams, respond to client and regulatory queries, and act as a power user of the fundcraft platform to improve processes.