SMB AE Level I

Remote

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Fintech, Private Equity, Venture CapitalIndustries

Requirements

Candidates should possess 1-3 years of full-cycle B2B closing experience, ideally in SaaS or FinTech, with a proven track record of exceeding a $500k+ annual quota. Experience with structured sales processes like BANT or MEDDIC is desired, along with a builder mindset, data-driven approach, and comfort with metrics and CRM tools. Early-stage startup experience and industry knowledge in fund management, legal, or fund administration are considered advantageous.

Responsibilities

The SMB AE Level I will manage the full-cycle sales process to convert qualified opportunities into new customers, consistently meeting or exceeding an annual revenue quota of approximately $900k. Responsibilities include becoming an expert in the private funds landscape, articulating the company's value proposition to key stakeholders, maintaining a disciplined sales process for a high close rate, meticulously recording CRM activities for accurate forecasting, and collaborating with marketing and customer success teams to ensure a seamless customer experience.

Skills

Sales

Consultative Sales

Relationship Building

Private Equity

Venture Capital

Fund Administration

Sales Process

Revenue Quota

Client Relationship Management

Passthrough

Fundraising platform for investment firms

About Passthrough

Passthrough provides a platform that simplifies the fundraising process for investment firms. Its features include quick generation of subscription documents, real-time tracking of fundraising progress, and automatic screening of beneficial owners against sanctions lists. This allows firms to concentrate on their main business activities instead of getting bogged down by administrative tasks. The company likely operates on a subscription or usage fee model, ensuring a steady revenue stream while meeting client needs for efficient fundraising tools. Passthrough prioritizes data privacy and security, adhering to regulations like GDPR and conducting regular security tests, which is essential in the financial sector. Overall, Passthrough aims to enhance the fundraising experience for investment firms by streamlining processes and ensuring data protection.

None, OregonHeadquarters

2020Year Founded

$14.6MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Company Match

Stock Options

Unlimited Paid Time Off

Parental Leave

Risks

Increased competition from fintech startups could erode Passthrough's market share.

Rapid technological advancements may strain resources for continuous platform updates.

Potential regulatory changes could necessitate costly adjustments to compliance features.

Differentiation

Passthrough automates subscription processes, reducing time and effort for private funds.

The platform offers real-time tracking and beneficial owner screening for compliance.

Passthrough emphasizes data privacy and security, complying with GDPR and conducting penetration testing.

Upsides

Passthrough raised $10M Series A to enhance product experience and accelerate growth.

Integration with CRM through OnboardingBridge improves investor onboarding and experience.

The rise of AI-driven analytics offers potential for personalized investor experiences.

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