Hybrid Institutional Sales Associate

Posted 2 hours ago

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About the role

  • Institutional Sales Associate presenting a product suite and nurturing client relationships in a fintech firm. Collaborating with teams to ensure high-quality client experiences and support growth.

Responsibilities

  • Prospecting & Lead Qualification
  • Conduct targeted research to identify high-potential prospects across buy-side segments (institutions, corporates, blockchain foundations, hedge funds, family offices) and sell-side (high-quality issuers).
  • Initiate outbound outreach via email, calls, and social channels to qualify leads and introduce the company’s value proposition within the Swiss market.
  • Sales Presentation & Pipeline Management
  • Own all phases of the sales cycle, including preparing tailored presentations, proposals, and client-facing materials.
  • Schedule and coordinate client meetings, manage follow-ups, and ensure clear, timely communication throughout the pipeline.
  • Product Knowledge
  • Develop an in-depth understanding of the company’s diverse product suite (e.g., custody, tokenization, trading, financing, staking, derivatives).
  • Communicate complex crypto and digital asset concepts in a clear, compelling manner to both technical and non-technical audiences.
  • CRM Accuracy & Reporting
  • Maintain complete, timely, and accurate records of sales activities, client interactions, and pipeline stages using CRM tools (e.g., Salesforce).
  • Support reporting and forecasting with reliable data entry and pipeline updates.
  • Client Relationship Management
  • Foster ongoing relationships with existing clients, respond to inquiries, and identify opportunities for cross-selling or up-selling.
  • Collaborate with senior team members to ensure client satisfaction and long-term engagement.
  • Market Intelligence
  • Stay informed on crypto industry trends, market dynamics, competitors, and regulatory developments.
  • Share valuable market insights with Product, Marketing, and Leadership teams to influence strategy and product development.
  • Cross-Functional Collaboration
  • Partner with Product, Marketing, Legal, and Operations teams to deliver a cohesive, high-quality client experience.
  • Support the execution of go-to-market initiatives and client onboarding processes.
  • Process Improvement
  • Identify inefficiencies within the sales process and propose solutions to improve workflows / efficiency and enhance the overall client journey.

Requirements

  • Bachelor’s degree in Finance, Business, Economics, Technology, or a related field
  • 2–5 years of experience in sales, business development, or client-facing roles, ideally within financial services, fintech, or digital assets.
  • Strong understanding of blockchain, cryptocurrencies, and the broader digital asset ecosystem (custody, trading, tokenization, staking, derivatives, etc.).
  • Excellent communication skills with the ability to simplify and articulate complex technical concepts.
  • Proven ability to manage multiple prospects, prioritize tasks, and maintain high attention to detail.
  • Experience using CRM systems (e.g., Salesforce) to track pipeline activity and client interactions.
  • Demonstrated ability to conduct research, identify opportunities, and initiate effective outreach.
  • High level of professionalism, responsiveness, and customer-centric mindset.
  • Fluency in English; fluency in German or French is a strong advantage.

Benefits

  • An opportunity to work at the intersection of digital assets and finance
  • A skilled and experienced team, including world-renowned experts
  • A fast-paced learning environment, entrepreneurial spirit and team spirit
  • A great moment to join as the company grows and expands
  • State-of-the-art technology and IT infrastructure
  • Hybrid remote work and flexible working hours
  • Significant growth opportunities for candidates with an open and deliver mindset

Job title

Institutional Sales Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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