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Client Executive - Advisory Sales en Arootah

Arootah · New York City, Estados Unidos De América · Hybrid

140.000,00 US$  -  165.000,00 US$

Microsoft Excel

CRM

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Who We Are: 
 
Arootah is a high-growth advisory and coaching firm serving the alternative investment industry. Founded by Rich Bello, co-founder and former COO of Blue Ridge Capital, we help hedge funds, family offices, and investment firms achieve peak performance.  
Our services span: 
 
Operational advisory across best practices, due diligence, compliance,  
marketing, business development, and fractional expertise 
Executive, leadership, health, and performance coaching 
Talent acquisition and leadership development 
Technology and SaaS solutions for enterprise and consumer use 
 
We are a mission-driven team dedicated to transforming professional performance and wellbeing across the financial landscape. 
 
What We Need: 
 We are seeking a Client Executive specializing in Alternative Investment Advisory Sales to drive growth for our advisory services in this sector. This is a highly visible, hands-on role focused on outbound prospecting, qualification, and closing new business. Reporting directly to the Global Director – Revenue Strategy & Growth, this individual contributor will work cross-functionally with marketing, product, and leadership to generate pipeline and deliver results. The ideal candidate brings strong B2B sales acumen, understands how to position premium services to senior decision-makers within the alternative investment space, and is excited by the opportunity to grow a critical vertical within a dynamic firm. 


Base salary range: $140,000–$165,000 
Commission, bonus, and equity-like participation opportunities 
Comprehensive health, vision, dental, and 401(k) benefits 


What You’ll Do:
  • Own and manage the full sales cycle: outbound prospecting, discovery, qualification, proposal development, and closing 
  • Develop and execute targeted sales campaigns to drive awareness and interest in Arootah’s advisory offerings 
  • Partner with marketing on lead generation and demand creation initiatives. 
  • Build and maintain a robust pipeline using CRM tools (HubSpot), ensuring visibility into funnel health and sales forecasting 
  • Represent the firm with credibility and professionalism to financial services executives and high-performance individuals 
  • Maintain clear reporting on activity, outreach efforts, KPIs, and conversion metrics 
  • Conduct market research to refine personas and identify whitespace opportunities in target sectors 
  • Provide feedback to leadership and product teams on market needs, objections, and emerging trends 


    • What You Bring:
  • 5–8 years of B2B sales experience, preferably in advisory, professional services, or financial services verticals 
  • Demonstrated success prospecting and closing complex deals with senior executives 
  • Exceptional written and verbal communication skills 
  • Experience working in a fast-paced, entrepreneurial environment with accountability for pipeline generation and revenue goals 
  • Familiarity with CRM systems such as HubSpot 
  • Deep interest in professional development and advisory services strongly preferred 


    • Why Join Arootah?
  • Work for a well-funded disruptor at the intersection of finance, leadership, and technology 
  • Culture of inspired continuous improvement across all areas of business and life 
  • Flexible work environment – remote-friendly but preference for NYC Metro-based candidates 
  • This is a remote position (though we expect this person to be based in the NYC Metro area), and we are a fully remote organization at present other than meetings in NYC and seminars and various events / networking opportunities that are done in NYC and elsewhere. However, we are in the process of establishing a physical office space in NYC to promote collaboration, cultural enhancement and client-facing opportunities. While we recognize that there are major pros to remote work, we also recognize the value of in-person connection and are embracing a hybrid approach for those who we feel it makes the best sense for in the organization. Our goal is to create an environment that best supports our mission that will include both remote excellence and meaningful in-person engagement. 


    • Join us at a pivotal moment in Arootah's growth! 
     
    To learn more, visit arootah.com. 
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