OptiNizers
B2B • SaaS • HR Tech
OptiNizers is a company dedicated to helping businesses thrive by providing a range of remote talent services including executive virtual assistants, customer service, social media management, and graphic design. They emphasize optimizing and organizing business tasks to alleviate bottlenecks, enhance efficiency, and support growth. OptiNizers partners with clients to turn their business aspirations into reality, positioning themselves as allies in the entrepreneurial journey.
Investor Sourcing and Qualification Specialist
Job not on LinkedIn
September 21
OptiNizers
B2B • SaaS • HR Tech
OptiNizers is a company dedicated to helping businesses thrive by providing a range of remote talent services including executive virtual assistants, customer service, social media management, and graphic design. They emphasize optimizing and organizing business tasks to alleviate bottlenecks, enhance efficiency, and support growth. OptiNizers partners with clients to turn their business aspirations into reality, positioning themselves as allies in the entrepreneurial journey.
📋 Description
• Identify and engage prospective investors through LinkedIn, referrals, investor networks, and direct outreach • Qualify leads and maintain a consistent, high-volume cadence across digital and personal channels • Build and organize investor lists across key affinity groups, capital networks, and geographic markets • Manage outreach workflows and engagement data through Salesforce and supporting platforms • Maintain complete, up-to-date lead records in Salesforce, including notes, next steps, and contact history • Track and report on investor tiering, outreach metrics, and pipeline efficiency • Provide insights and recommendations to optimize sourcing strategies and closing rates • Oversee the CRM Manager, supporting with development, advocacy, and morale • Partner with the Sales Manager, Director of Operations, and CRM Manager to coordinate lead intake, handoff, documentation, and follow-ups
🎯 Requirements
• 2–5 years of experience in fundraising, investor relations, or high-value B2B/B2C sales • Experience in real estate, private equity, and/or fundraising (preferred) • Demonstrated success in sourcing and closing investor capital independently • Exceptional communication and presentation skills • Strong organizational habits and ability to work autonomously in a fast-paced environment • Familiarity with CRMs (Salesforce preferred), LinkedIn Sales Navigator, and automation tools
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