Account Executive, closing 15 deals per month, well-versed in tools such as Apollo, Kaspr, Salesforce, and LinkedIn Sales Navigator.

Build lasting relationship with the client offering tailor products and top tier experience

Sold suits between 800-1.5k

Keep track of CRM and stock

Manage to offer tailored high quality suits to offer premium client experience

Teleprospecting Expertise: Identified and contacted potential buyers, generating leads through proactive outreach.

Client Consultation: Advised clients on the benefits of tax-exempt real estate investments, simplifying complex financial concepts.

Property Promotion: Presented property features and fiscal advantages to potential investors, highlighting long-term valu

Consistently closed my appointments in a BtoC environnement 15+ /month

Managed my calendar effectively with 5 appointments /avg per day .

Developed and managed a diverse client portfolio, providing tailored insurance solutions while ensuring compliance with Swiss regulations.

Leveraged proactive prospecting and consultative selling to drive revenue growth, and strengthen long-term client loyalty.

Sourced and qualified founders actively seeking to raise $1M–$100M, targeting high-conviction opportunities across Real Estate, Energy, Insurance, AgriFood & BioMed verticals

Ran 50+ demo calls per month with C-level founders, presenting investment thesis fit and platform value proposition

Managed full top-of-funnel pipeline from cold outreach to qualified handoff, maintaining a conversion rate of X% from demo to due diligence

📋 Agenda & Operations

Owned and optimized calendar management for senior investment managers, coordinating 50+ founder meetings monthly across multiple time zones

Streamlined scheduling workflows using [Calendly / HubSpot / Salesforce] to reduce no-show rates and improve meeting quality

Prepared founders pre-call with tailored briefing notes, ensuring high-quality, structured conversations from first touch

🔍 Due Diligence Support

Supported due diligence process by gathering and organizing key founder materials (pitch decks, financials, cap tables, market data)

Coordinated information flow between founders and internal investment teams to accelerate deal review timelines

Flagged red flags and deal qualifiers early in the process using a structured LPI (Lead Priority Index) scoring framework to prioritize high-potential raises

🏗️ Sector Expertise

Built deep niche expertise across 5 verticals — Real Estate, Energy, Insurance, AgriFood, and BioMedical — enabling faster qualification and more credible founder conversations

Developed sector-specific outreach sequences tailored to the fundraising cycles and pain points of each industry

📊 Performance

Maintained a structured CRM pipeline tracking raise stage, ticket size ($1M–$100M), and sector tag for full visibility across active deals

Consistently delivered 50 demos/month while managing agenda, prep, and post-call follow-up autonomously