InvesTechs Is Hiring:

Part Time Sales Development Representative

Company Overview: InvesTechs is a pioneering marketing agency specializing in generating high-net-worth investor leads for investment funds and other related businesses. We pride ourselves on being innovators at the forefront of marketing automation, committed to forging connections between visionary fund managers and high-net-worth investors.

Position Overview: We are seeking an obsessively organized Sales Development Representative who will manage inboxes on behalf of our clients. You will be equipped with a powerful InvesTechs AI Sales Assistant that will do 90% of the work, and your human oversight and assistance to operate smoothly. Our goal is to deliver warm and qualified appointments on our Clients’ calendars, without any effort from them. You’ll collaborate closely with the Operations Department, Technology Manager, and Project Manager to ensure the efficiency and effectiveness of our operations.


What This Position Is Not: You will not be making cold calls to Leads, or even getting on the phone with Leads at all. You won’t be expected to write the copy for marketing campaigns, although we hope our SDR can help us constantly improve our campaigns. You will not be dealing with angry customers trying to fix their subscription or services, these are all opt-in warm leads who are interested in learning more about the Client.


If you have excelled to the top in any of these jobs, you’re likely a good fit for this role:

  • Customer Support Representative
  • Email Marketing Specialist
  • Administrative Assistant / Office Coordinator
  • Inside or Outside Sales Roles
  • Content Writing, Communications or PR
  • Social Media Manager

Daily Responsibilities:

  • Manage the InvesTechs AI Sales Assistant on behalf of our Clients
  • Learn the inner workings of the InvesTechs AI Sales Assistant in order to optimize Client results in partnership with the Technology team
  • Manage inboxes belonging to our Clients, responding to inbound inquiries through a unified chat inbox
  • Think critically about the messaging we are delivering and make suggestions for improvement
  • Report on overall Quality of Leads being generated, and provide subjective feedback to InvesTechs team
  • Use both cutting-edge and traditional methods to identify ideal sales targets (ex: search relevant social networks for active communities of ideal clients and investor prospects)

Broad Responsibilities:

  • Learn established company procedures, identifying opportunities for improvement within your scope of work
  • Assist the Operation team with documenting your scope of work by helping to create and maintain Standard Operating Procedures using InvesTechs’ AI SOP Assistant
  • Report to the Operations Team Lead and work in collaboratively with the Project Manager and Account Manager to ensure Client inboxes are fully managed

Soft Skills Necessary To Succeed In This Role:

  • Obsessive Attention to Detail
  • Critical Thinking and Problem Solving
  • Strong Interpersonal Skills
  • Time and Organization Management
  • Excellent Written Communication Skills
  • Strong Verbal Communication Skills
  • Empathy and Customer-Centric Mindset
  • Adaptability and Flexibility
  • Technical Learning Agility

Hard Skills Necessary To Succeed In This Role:

  • Experience using CRMs
  • Multi-Inbox Management Skills
  • Data Entry and Management
  • Intermediate+ Technical Skills
  • Familiarity with Marketing Basics

Things We Are Excited To Teach You:

  • Deep Understanding of Marketing and Sales Funnels
  • Investment Management Industry Knowledge
  • Reporting and Analytics Strategies
  • Human-Assisted AI Methodologies for Sales


  • Minimum of 1 year of experience in customer-facing communication
  • Strong technical aptitude and the ability to learn new software and tools
  • Spoken English Level 3+ (IRL) / C1 (CEFR), and Written English Level 4+ (IRL) / C2 (CEFR) – or equivalent

    Work Schedule:

    • Part-time, approximately 20 hours per week, scaling to Full-time within 3 months
    • Availability required during United States business hours Monday through Friday
    • Availability for team meetings between 9am – 12pm EST Monday through Thursday

    Perks and Growth:

    • Dynamic and exciting work environment within a young and ambitious team
    • Opportunity for professional growth, with path to Full Time, promotions, and bonuses
    • Encouragement to acquire certifications and enhance professional skills
    • Be a part of an emerging company culture around results-driven remote work

    Application Process: If you’re a clear communicator, creative problem solver, and initiative taker who thrives in a dynamic work environment, we encourage you to apply. Please include your CV, cover letter, and any relevant certifications.

    Join Our Team: Join the InvesTechs team and contribute to shaping the investment landscape through your obsession with the user experience. Apply today to become an integral part of our innovative journey.

    Note: This is a contract-based position, and benefits associated with employment are not provided.