Sales Associate - Entry Level

Company Profile

IntegriDATA is a financial technology software company dedicated to helping the investment management industry improve operational efficiency and reduce risk. Our software is used by the world’s largest hedge funds and private equity firms to manage over $1.6 Billion in assets. An Inc 5000 company, IntegriDATA is one of the fastest growing private businesses in America. We are in Midtown, NYC and offer a flexible HYBRID working environment.

Job Description

As a member of the IntegriDATA sales team, you inspire hedge fund and private equity firms to work smarter with IntegriDATA software. In Sales Development, you will work closely with your sales colleagues to help investment managers select solutions to automate their business, improve efficiency and ensure compliance. You will qualify leads, execute campaigns, and work alongside senior sales representatives to understand executive challenges and develop relationships that convert prospects into clients.



- Develop sales skills and product knowledge to diagnose client needs and recommend solutions
- Schedule, attend, and participate in sales meetings and product demonstrations
- Assist with pre-sales and product proof of concepts
- Research prospects in the investment management industry
- Manage client and lead profiles in customer management software
- Execute phone and email campaigns to qualify sales leads
- Build relationships with hedge fund and private equity decision makers
- Grow relationships with existing clients to maximize their benefit from IntegriDATA services
- Demonstrate IntegriDATA products to prospective clients
- Build and maintain a pipeline of sales opportunities
- Report on sales opportunity status, timing, and outlook
- Other tasks as needed


- Bachelor’s degree or equivalent practical experience
- Interest in a sales career in software or finance
- Experience working in a professional office (internship acceptable)
- Excellent verbal and written communication skills
- Strong analytical and problem-solving skills
- Well organized with excellent attention to detail
- Professional phone and email etiquette
- Ability to build relationships and influence others
- Inquisitive with a strong desire to learn
- Microsoft Office (Excel, Word, PowerPoint, and Outlook) experience required
- Experience with B2B sales
- Experience using customer relationship management software (CRM)
- General understanding of enterprise software and financial technology
- Familiarity with accounting and financial concepts

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