About the company
Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.
Job Summary
What you’ll do
📍Deliver tailored demonstrations of the Fusion platform to RIA prospects and manage CRM data in HubSpot, including contact segmentation, workflow automation, and accurate record-keeping. 📍Assist the sales team with scheduling, administrative tasks, and preparation of sales materials while maintaining strong client relationships and providing prompt support. 📍Stay current on Fusion platform updates, address technical questions, collaborate with product teams, and provide data-driven insights to improve sales and demo processes.
What you bring
📍Solid understanding of custodial services and the Registered Investment Advisor (RIA) industry. 📍Proficiency with CRM systems; experience with HubSpot is preferred. 📍Strong presentation, communication, and the ability to explain technical concepts clearly. 📍Highly organized, detail-oriented, and capable of working independently and collaboratively. 📍Prior experience in a similar role within the financial or tech sector is a plus; ability to travel up to 25%; SIE preferred.
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