Junior Investor Relations / Pipeline Builder
Aligned Ventures, Houston, Texas, United States, 77246
This is a dual role for someone who wants to master the art of capital raising. You will be responsible for both
High-Urgency Inbound Response
and
Strategic Outbound Prospecting.
When leads come in, you are the first responder. When they don’t, you are the engine searching for new opportunities. Key Accountabilities
Appointment Setting:
Your north star is booking qualified discovery calls for our VP of Sales. Inbound Concierge:
Respond to new inquiries within 5 minutes. No lead goes cold. Speed to Lead:
Respond to all inbound inquiries (SMS, Email, CRM) within 5 minutes during business hours. Appointment Volume:
Consistently book [X] qualified investor discovery calls per month. Pipeline Hygiene:
Maintain a 100% clean CRM (GoHighLevel); zero "Hot Leads" sitting idle for more than 24 hours. Re-engagement:
Proactively call and text through our database to revive stalled conversations. Onboarding Support:
Route investor questions and assist with the initial stages of the onboarding process. Database Mining:
Proactively re-engage dormant leads in our CRM to spark new interest. Strategic Outreach:
Use LinkedIn and industry lists to identify and connect with potential accredited investors. CRM Mastery:
Keep GoHighLevel updated with meticulous detail so we know exactly where every dollar is in the pipeline. Requirements
Location:
You must be able to work out of our Houston office daily. Communication:
Exceptional verbal and written English; ability to speak with high-net-worth investors with confidence and financial professionalism. Tech-Savvy:
High proficiency with CRMs (GoHighLevel experience is a major plus). Thick Skin:
You view "No" as part of the process and are not discouraged by high-volume outreach. Reference Standard:
We follow Topgrading principles. Finalists will be required to coordinate personal reference calls with their previous three managers. Who You Are
You have "Financial Professionalism"—you can talk to a surgeon or a CEO and sound like a peer, not a script-reader. You are local to Houston and want to sit in the room where the deals happen. Growth:
This role is designed to groom you for a Senior Investor Relations role where you will eventually manage the full capital raise cycle. Upside:
A base salary that provides stability, with a bonus structure tied directly to appointments set and capital eventually raised. Comp:
$50,000 – $60,000 Base + Performance Bonuses. Targeted Compensation $70,000- $80,000 annually How to Apply
To be considered for this role, please submit your resume and include your answers to the following four questions: In your own words, why do you feel this specific position is the right fit for your career path and personality? The hiring process requires a live role-play interview where you will be asked to demonstrate an appointment-setting follow-up call. If you are comfortable performing under pressure, please include the word "ROLE PLAY" in your response. Candidates are required to have a basic understanding of real estate syndications and be able to explain the benefits of our programs before being hired. If you are willing to study our materials and the industry prior to your final interview, please include the word "STUDY" in your response. We require all candidates to pass a live proficiency test to demonstrate their experience and speed within a CRM system (GoHighLevel or similar). Reply with the word CRM to acknowledge this process Note: final candidates will be asked to coordinate personal reference calls with their previous supervisors. Please only apply if you are comfortable with this standard.
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High-Urgency Inbound Response
and
Strategic Outbound Prospecting.
When leads come in, you are the first responder. When they don’t, you are the engine searching for new opportunities. Key Accountabilities
Appointment Setting:
Your north star is booking qualified discovery calls for our VP of Sales. Inbound Concierge:
Respond to new inquiries within 5 minutes. No lead goes cold. Speed to Lead:
Respond to all inbound inquiries (SMS, Email, CRM) within 5 minutes during business hours. Appointment Volume:
Consistently book [X] qualified investor discovery calls per month. Pipeline Hygiene:
Maintain a 100% clean CRM (GoHighLevel); zero "Hot Leads" sitting idle for more than 24 hours. Re-engagement:
Proactively call and text through our database to revive stalled conversations. Onboarding Support:
Route investor questions and assist with the initial stages of the onboarding process. Database Mining:
Proactively re-engage dormant leads in our CRM to spark new interest. Strategic Outreach:
Use LinkedIn and industry lists to identify and connect with potential accredited investors. CRM Mastery:
Keep GoHighLevel updated with meticulous detail so we know exactly where every dollar is in the pipeline. Requirements
Location:
You must be able to work out of our Houston office daily. Communication:
Exceptional verbal and written English; ability to speak with high-net-worth investors with confidence and financial professionalism. Tech-Savvy:
High proficiency with CRMs (GoHighLevel experience is a major plus). Thick Skin:
You view "No" as part of the process and are not discouraged by high-volume outreach. Reference Standard:
We follow Topgrading principles. Finalists will be required to coordinate personal reference calls with their previous three managers. Who You Are
You have "Financial Professionalism"—you can talk to a surgeon or a CEO and sound like a peer, not a script-reader. You are local to Houston and want to sit in the room where the deals happen. Growth:
This role is designed to groom you for a Senior Investor Relations role where you will eventually manage the full capital raise cycle. Upside:
A base salary that provides stability, with a bonus structure tied directly to appointments set and capital eventually raised. Comp:
$50,000 – $60,000 Base + Performance Bonuses. Targeted Compensation $70,000- $80,000 annually How to Apply
To be considered for this role, please submit your resume and include your answers to the following four questions: In your own words, why do you feel this specific position is the right fit for your career path and personality? The hiring process requires a live role-play interview where you will be asked to demonstrate an appointment-setting follow-up call. If you are comfortable performing under pressure, please include the word "ROLE PLAY" in your response. Candidates are required to have a basic understanding of real estate syndications and be able to explain the benefits of our programs before being hired. If you are willing to study our materials and the industry prior to your final interview, please include the word "STUDY" in your response. We require all candidates to pass a live proficiency test to demonstrate their experience and speed within a CRM system (GoHighLevel or similar). Reply with the word CRM to acknowledge this process Note: final candidates will be asked to coordinate personal reference calls with their previous supervisors. Please only apply if you are comfortable with this standard.
#J-18808-Ljbffr