Institutional Sales Associate

Job Overview

The Institutional Sales Associate serves as an ambassador for our company supporting relationship development and sales execution within an assigned institutional segment and team. This role plays a critical part in supporting sales activity, revenue growth, and market leadership across institutional clients in the crypto ecosystem, corporate sector, traditional financial services, and FinTech.

Objectives

• Support sales activities within assigned institutional segments and product lines
• Partner with the Chief Business & Strategy Officer, Sales Leadership, and cross-functional teams to support execution of business, marketing, and product objectives
• Assist in cultivating relationships with prospective institutional clients and stakeholders within assigned segments
• Contribute across the full sales lifecycle, including prospecting, outbound outreach, initial pitches, ongoing relationship management, and deal support through contract execution
• Support the development of market, segment, and client analysis to identify asset potential and growth opportunities
• Manage and support client documentation, CRM updates, reporting, calling campaigns, and sales pipeline hygiene
• Collaborate cross-functionally with marketing, product, operations, engineering, risk, and compliance to support revenue and growth objectives
• Actively participate in the adoption and reinforcement of company values and culture
• Support the delivery of a high-touch, “white glove” experience for prospective and onboarded clients
• Maintain an ongoing understanding of the digital asset ecosystem, including tokens, capital markets dynamics, pricing, competitive platforms, and regulatory considerations
• Develop working knowledge of company, technical architecture, and client workflows related to crypto and digital asset adoption
• Professionally communicate our company’s value proposition to clients, partners, and market participants
• Contribute to the achievement and execution of defined sales, revenue, and growth targets
• Gather and communicate market and client feedback internally across relevant teams
• Support competitive analysis and contribute constructively to the firm’s evolving go-to-market strategy and product development

What You Bring

• A strong interest in the intersection of financial services, technology, innovation, and disruption
• Demonstrated aptitude and early experience supporting sales teams in financial services, fintech, or technology-driven environments
• Experience supporting or working with complex technology platforms, financial services products, and/or trading services
• Genuine enthusiasm for cryptocurrencies, blockchain technology, and the broader digital asset ecosystem
• Comfort using and maintaining CRM systems and supporting sales lifecycle processes
• Ability to thrive in a fast-paced startup environment with evolving priorities and objectives
• A collaborative, team-oriented mindset with a desire to contribute to a strong sales culture
• Clear, confident, and professional communication skills — both written and verbal
• Ability to synthesize complex inputs into clear, concise summaries for internal and external audiences
• Proficiency with Microsoft Office tools and familiarity with analytics, databases, and reporting software
• A reputation for being hardworking, detail-oriented, methodical, and persistent
• A growth-oriented, humble mindset with intellectual curiosity, integrity, and a client-first attitude
• Significant amount of travel expected

Featured benefits

• Employer-provided: Medical, Dental, and Vision insurance, 401(k), life and disability insurance