Generate qualified sales opportunities through targeted research and outbound outreach to senior executives. Manage email, phone, and LinkedIn prospecting, conduct discovery, maintain CRM hygiene, document follow-ups, and collaborate with sales teams on strategic deal cycles. The role requires developing fluency in capital markets, equity operations, and compliance workflows while operating in a fast-paced Chicago-based hybrid startup environment.

Own the full enterprise sales cycle, from discovery and demonstrations through negotiation and closing, while engaging C-suite stakeholders at public and pre-IPO companies. Partner with SDR and BDR teams to build pipeline, develop transfer-agent pricing and sales processes, explain complex regulatory concepts, and maintain accurate forecasting. The role requires enterprise sales experience in regulated B2B environments and may involve relocation to a major U.S. city.

Own product direction for AI-native capital-markets operations. Translate operator and issuer needs into technical requirements, build self-serve workflows, extend the platform into new transfer-agent processes, and add real-time visibility, controls, approvals, and audit trails. Deploy human-in-the-loop AI to reduce manual effort while maintaining correctness in regulated workflows. Collaborate with engineering and multiple market participants without direct people management.