1. Lead Development & Pipeline Building

a. Research target client profiles and identify key decision-makers across sell-side and buy-side institutions (including Private Wealth, Multi-Family offices, asset managers, and hedge funds).

b. Build initial connections through LinkedIn content engagement, thoughtful comments and personalized direct messaging, converting online interactions into trackable sales leads.

c. Proactively reach out to target clients via tailored emails and cold calls.

d. Continuously build expertise in our fintech solutions, competitive landscape and capital market industry trends.

2. Client Outreach & Meeting Facilitation

a. Leverage content assets such as whitepapers, client case studies and industry reports to deliver value-driven outreach via email.

b. Transfer qualified leads to Account Managers with clear, comprehensive handoffs.

c. Contribute to defining MQL criteria and help establish standardized lead handoff SOPs with the sales team.

d. Support Account Managers in preparing for product demonstrations and client meetings.

3. Sales Data Management

a. Accurately track all client interactions and pipeline progress, and produce regular sales pipeline reports.

b. Regularly review conversion performance across outreach channels (email, LinkedIn, cold calls, etc.) and refine outreach strategies accordingly.

【Key Requirements】

1. Must-Haves

a. Bachelor's degree or above; Finance, Economics, Business, Marketing or related fields preferred.

b. 3-4 years of experience in sales or lead development; fintech, SaaS or B2B technology sales background is a strong plus.

c. Fluent in English and Mandarin.

d. Proficient in using LinkedIn for client development and relationship building.