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What you'd actually do: Prospect family offices, wealth managers and financial institutions by email, phone and LinkedIn, qualify leads, and book intro meetings for Sales Directors on a private-investment software platform.
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Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.
Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes.
We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.
We’re hiring a Business Development Representative to join our growing sales team. In this role, you’ll be responsible for generating new business opportunities, engaging prospective clients, and helping drive the top of the sales funnel.
You’ll collaborate closely with Sales Directors, Marketing, and Operations to identify, qualify, and develop high-quality leads across our target markets - from family offices and wealth managers to large financial institutions. This is an ideal role for someone who is curious, driven, and eager to build a career in sales at a fast-growing fintech company.
Conduct outbound prospecting through email, phone, LinkedIn, and other channels to engage potential clients
Qualify inbound and outbound leads, identifying key decision-makers and assessing fit
Schedule and coordinate introductory meetings between prospects and Sales Directors
Research target accounts and tailor outreach with relevant insights and value propositions
Maintain accurate activity and pipeline data within Salesforce, ensuring the sales funnel remains clean and up to date
Partner with Marketing to execute and follow up on campaigns and events
Support the development of prospecting materials and messaging to refine outreach effectiveness
Track performance metrics (response rates, conversion rates, pipeline creation) and identify ways to improve
Collaborate with teammates across Sales and Operations to ensure a smooth handoff from first contact to closed deal
Help create and maintain sales materials, organize conferences and client events, and support day-to-day sales operations
Maintain and enhance sales tools including Salesforce and Attention and assist in evaluating new platforms to support the team
Take initiative on ad hoc projects and jump in wherever needed to help the sales organization operate effectively
Bachelor’s degree or equivalent experience
1-2 years of outbound sales experience
Excellent organizational skills and attention to detail
Strong written and verbal communication skills
Proficiency with Google Suite (Slides, Sheets, Docs);
Experience with Salesforce and Salesloft
Eagerness to learn, contribute, and thrive in a fast-paced environment
A proactive, “roll-up-your-sleeves” attitude - you enjoy taking initiative and wearing many hats
Open to occasional in-person travel (client offices, conferences, etc.)
Most of our full-time roles are
, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients.
. If a role is open to Boston, it will be listed explicitly in the job location.
We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment
Our new home at
gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch.
Account Executive @ Arch
Account Manager @ Arch
Account Executive @ Arch
Account Executive at Arch
Account Executive @ Arch
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