Location:
⢠Denver or New York (in-person preferred)
⢠Seattle (remote preferred)
⢠Fully remote available
CEPRES is the leading and fastest growing digital platform for private capital markets, the fastest growing institutional asset class of sovereign wealth funds, insurers, pensions, endowments and more. This global institutional client base benefits from our unique and award-winning investment data & solutions connecting 1,000s of market professionals via the CEPRES secure investment data network.
CEPRES is headquartered in Munich with offices in New York, Denver and London. Our team is incredibly diverse and entrepreneurial with over 20 nationalities. We value smart and innovative people who work effectively in a team environment and think strategically, whilst solving day-to-day challenges. With major expansion to our client base and use cases, we are seeking a Client Services Associate to support our clients in the successful operations of our solution.
Job Summary:
This role supports DealForge, CEPRESâ solution for deal analytics and bench-markingâenabling investment teams to evaluate transactions, identify value creation drivers, and benchmark performance using real market data. You will be responsible for driving pipeline growth for DealForge across this expanding segment.
You will drive qualified demo bookings with senior investment professionals at private capital firms (GPs) across North America. This role combines targeted outbound prospecting and inbound lead support, engaging stakeholders across investor relations, investment strategy, deal, and underwriting teams. Youâll help drive growth in a new market segment within an established private markets business, with high visibility and impact across the sales organization.
This role is a key part of expanding coverage across a targeted GP universe and supporting the growth of DealForge within a defined and opportunity-rich segment of the market.
- Generate pipeline through highly personalized outbound email outreach (primary channel)
- Cold calling to support email outreach and introduce prospects to the solution
- LinkedIn engagement and inbound lead qualification
- Drive qualified demo bookings with senior investment professionals at GPs
- Target firms with $500M+ AUM across North America
- Engage investor relations, investment strategy, deal, and underwriting teams
- Achieve 15+ qualified demos per month
- Build tailored outreach referencing deals, portfolios, and investment focus
- Maintain CRM pipeline tracking and contribute to sales strategy
Your email job alert is now active!