B2B Sales & GTM Associate

B2B Sales & GTM Associate — Investilo

Location: Remote / Hybrid

Type: Full-time / Contract-to-full-time

Experience: 2–3 years

Function: B2B Sales, GTM, Partnerships, Revenue Growth

Investilo is building an Investment Intelligence System for modern equity research.

We help asset managers, RIAs, wealth managers, equity research teams, family offices and professional investors turn market data, filings, news, financial statements, technical indicators and company signals into structured, evidence-backed research workflows.

We are now looking for a B2B Sales & GTM Associate to help us build and execute our international sales motion.

This role is ideal for someone with 2–3 years of B2B sales, SaaS sales, fintech sales, financial services sales, or GTM experience, preferably with exposure to international markets and global firms.

Important requirement

Experience working with, selling to, or supporting international firms, global clients, or cross-border B2B markets is a must.

What you will work on

You will work closely with the founder and core team to build Investilo’s B2B sales pipeline across the UK, US, India, Europe and other global markets.

Your responsibilities will include:

• Identifying and qualifying B2B prospects across asset management, wealth management, RIAs, family offices, equity research, fintech, financial education and investment platforms.
• Building and managing targeted lead lists for international customer segments.
• Running outbound sales campaigns through LinkedIn, email and other relevant channels.
• Writing and personalising outreach messages for senior decision-makers.
• Booking discovery calls, product demos and partnership conversations.
• Supporting founder-led sales calls with research, prospect notes and follow-up materials.
• Managing CRM hygiene, pipeline updates, follow-ups and sales activity tracking.
• Researching customer pain points, buying triggers, objections and competitor usage.
• Supporting GTM experiments across partnerships, affiliates, communities, webinars and institutional channels.
• Helping improve sales messaging, pitch decks, email sequences and B2B positioning.
• Coordinating with product and research teams to convert customer feedback into actionable insights.

Who we are looking for

You should have:

• 2–3 years of experience in B2B sales, SaaS sales, fintech sales, financial services sales, business development or GTM.
• Experience working with international firms, global clients or cross-border sales markets.
• Strong understanding of outbound sales, lead qualification, prospecting and follow-up discipline.
• Ability to communicate professionally with senior stakeholders and decision-makers.
• Strong written communication skills for LinkedIn and email outreach.
• Comfort working in a fast-moving startup environment with ownership and accountability.
• Ability to understand a complex product and explain it in simple business language.
• Interest in financial markets, investment research, SaaS, fintech or research workflows.

Tools knowledge required

You should be comfortable using or quickly learning tools such as:

• LinkedIn Sales Navigator
• HubSpot, Pipedrive, Zoho CRM or similar CRM tools
• Apollo, Lusha, Clay, ZoomInfo or similar lead-generation tools
• Instantly, Lemlist, Smartlead, Mailshake or similar email outreach tools
• Google Sheets / Excel for lead tracking and analysis
• Notion, Slack, Trello, Asana or similar collaboration tools
• Basic sales analytics and campaign tracking tools

Nice to have

• Experience selling to financial services, fintech, investment, wealth management, research, data or SaaS customers.
• Experience selling into the UK, US, Europe, Middle East or India markets.
• Familiarity with equity research, investment platforms, market data tools or financial analytics products.
• Experience working in an early-stage startup or founder-led sales environment.
• Ability to create basic sales decks, prospect research notes and GTM documents.

What success looks like

In this role, success means:

• Building a clean and qualified B2B sales pipeline.
• Creating repeatable outbound and partnership workflows.
• Booking meaningful meetings with relevant decision-makers.
• Improving Investilo’s sales messaging based on real customer feedback.
• Helping convert early interest into pilots, partnerships and commercial opportunities.
• Bringing structure, discipline and speed to our GTM execution.

Why join Investilo

Investilo is building at the intersection of investment research, market data, financial workflows and intelligent automation.

This is an opportunity to join early and help shape the commercial growth of a global investment research platform.

You will work directly with the founder, get exposure to international markets, and play a hands-on role in building Investilo’s B2B sales engine from the ground up.