Senior Account Executive, Investment Sales

About the Role 

The Senior Account Executive, Investment Sales plays a critical role in Alumni Ventures’ growth: turning prospective investors into first-time AV investors and creating the foundation for long-term relationships.

Reporting to the EVP of Nurture Marketing as part of the Investor Conversion Pillar, you will own inbound and warm prospect conversations from qualification through close. You’ll serve as an internal expert on high-quality investor calls, quickly understanding what brought each prospect to AV, what they want from venture exposure, and which AV offering best fits their goals.

This is a solution-selling role, not a scripted sales role. Prospects come to AV with different motivations — from accessing compelling individual deals to building diversified venture exposure — and you’ll adapt the conversation accordingly. Depending on the investor, that could mean a syndicate deal, an Alumni Fund, a Focused Fund, or the Foundation Fund.

Your first priority is zero-to-one conversion: helping a net-new prospect make their first AV investment. Just as important, you’ll establish the trust and understanding that can support a long-term, annual-allocation relationship, which our Relationship Management team will carry forward.

What You’ll Do 

• Own inbound and warm prospect and investor calls end to end, from qualification through close.
• Prioritize zero-to-one conversion, helping net-new prospects make their first AV investment while establishing a strong foundation for the Relationship Management team to build on.
• Quickly identify each prospect’s motivations and adapt your approach in real time rather than relying on a fixed talk track.
• Use active listening and thoughtful discovery to understand what an investor wants from venture exposure, then connect those needs to the appropriate AV offering.
• Listen for buying signals, hesitation, and objections, adjusting the conversation to help prospects make informed decisions with confidence.
• Communicate AV’s “see the deal, then decide” approach, helping prospects understand the investment opportunity and access available through AV before asking them to make a broader commitment.
• Maintain disciplined follow-through by accurately documenting call outcomes, prospect insights, and next steps in HubSpot and actively advancing your book of leads.
• Partner with Marketing and Nurture teams to share feedback on lead quality and help improve the messaging and education prospects receive before reaching a Senior Partner.
• Contribute to the continued development of Senior Partner coaching, call-quality standards, and performance practices as the Investor Conversion Pillar grows.
• Use AI tools to strengthen prospect research and call preparation, synthesize relevant information, and create timely, personalized follow-up while applying sound judgment to every investor interaction.

Who You Are 

• You bring 7+ years of experience in a closing sales role, ideally involving financial services, investment products, or another high-consideration, relationship-driven sale.
• You are a strong verbal communicator who can build trust, sustain engagement, and guide nuanced conversations effectively over the phone.
• You listen before recommending. You are skilled at diagnosing what a prospect actually needs and matching your approach to different motivations, levels of investment experience, and buying signals.
• You are comfortable adapting in real time when a conversation takes an unexpected direction rather than relying on a prescribed script.
• You can learn and speak credibly about venture capital, fund structures, and portfolio construction, or have demonstrated the ability to quickly develop fluency in complex products.
• You can maintain a high volume of prospect conversations without sacrificing call quality, accurate documentation, or follow-through.
• You are comfortable receiving specific coaching based on call recordings and performance data and putting that feedback into practice.
• You have experience using HubSpot or a comparable CRM for pipeline management, call documentation, and follow-up.
• You actively use AI tools to improve how you work, including prospect research, call preparation, and follow-up, while applying your own judgment to the output.
• Experience selling to retail or high-net-worth accredited investors is preferred.
• Familiarity with syndications, SPVs, or other alternative investment products is preferred.

A Note to Candidates

We recognize that talent comes from many backgrounds. If you're excited about this opportunity and believe you'd be successful in the role, we encourage you to apply—even if your experience doesn't align perfectly with every qualification listed above.

Our Culture & How We Work at AV
Regardless of title, this is what great looks like at AV.

• Put team and stakeholders first. We win together and measure success by the value we create for our investors, founders, and each other.
• Take extreme ownership and bias toward action. We act like owners, move with urgency, and follow through.
• Debate rigorously and commit fully. We welcome diverse views, use data and sound judgment, and once aligned, execute as one team.
• Focus on what matters most. We prioritize impact, simplify where possible, and channel energy where we have a real advantage.
• Be AI-forward and tech-optimistic. We actively use AI and emerging technologies to work smarter, make better decisions, and amplify human judgment — not replace it.
• Stay curious and think big. We are continuous learners, aim high and build for long-term impact.

Benefits & Perks
We offer a flexible, employee-first benefits program designed to support your health, financial well-being, and life outside of work. Benefits begin shortly after hire and are designed to give you choice and flexibility based on your needs.

• Comprehensive health coverage with multiple plan options, including employer-funded deductible support and HSA contributions
• Dental and vision plans with multiple coverage tiers
• Tax-advantaged accounts including HSA, FSA, and commuter benefits (with monthly employer contribution)
• 401(k) with company match and immediate vesting
• Company-paid life and disability insurance, plus optional supplemental coverage
• Additional support programs including EAP, health advocacy, and wellness resources
• Flexible, unlimited PTO and generous paid parental leave
• 10 company holidays

Compensation

Compensation includes base salary plus incentive compensation, equity and corporate bonus.