Sr. Account Executive

Position Summary

Sr. Account Executive on the Growth Team actively engages in investor outreach, relationship management, training, raising capital and strategic operations. This role requires a strong understanding of King Operating Corporation’s offerings, an ability to foster investor confidence, and a collaborative mindset to support team and company objectives.

Key Responsibilities

Fundraising and Client Engagement

- Actively engage in outreach efforts with individual investors via Zoom meetings and ongoing follow-ups.

- Present offerings effectively, demonstrating in-depth knowledge of the Private Placement Memorandum (PPM) and King Operating Corporation materials.

- Maintain consistent communication with prospective and current clients, addressing questions and cultivating long-term relationships.

- Coordinate with internal teams to resolve client concerns regarding taxes, operations, or fund structure.

- Encourage client referrals and explore new investment opportunities within the existing network.

Partner Relations

- Actively engage with partners to address inquiries and concerns, ensuring prompt, thorough communication.

- Maintain a high standard of service to build and preserve investor confidence.

Webinar Management

- Serve as the primary representative on monthly webinars, providing industry and macro-economic updates to partners and prospects.

- Manage all aspects of the webinar process, including scripting, rehearsals, live delivery, and post-webinar follow-up.

Training and Team Development

- Actively engage in the training of new SAEs through a structured four-week onboarding process, followed by continued mentorship.

- Support a collaborative and growth-oriented team culture.

Conference and Event Strategy

- Conduct research to identify and vet relevant conferences and industry events that align with brand exposure goals.

- Recommend appropriate events for team participation and assist in planning logistics.

CRM and Administrative Support

· Utilize HubSpot to track leads, manage investor communications, and maintain accurate CRM records.

· Manage deal documentation workflows, including the preparation and distribution of DocuSign agreements, Letters of Authorization (LOAs), subscription documents, side letters, and finder agreements.

· Collaborate closely with the administrative team to address any issues or requests as they arise.

Leadership and Operational Support

- Actively engage in supporting executive-level projects and ad hoc assignments that align with company goals.

Team Culture

- Actively engage in cultivating a supportive, collaborative, and high-performance team environment.

- Promote open communication, knowledge sharing, and mentorship across the Growth Team.

- Reinforce King Operating’s values through day-to-day interactions and by modeling a solutions-oriented mindset.

- Support team cohesion through participation in meetings, training sessions, and company initiatives.

Qualifications

· Experience in investor relations, fundraising, sales, or financial services.

· Strong familiarity with private placements, investment fund operations, and regulatory requirements.

· Proficient in CRM tools, with a focus on using HubSpot for investor engagement and lead tracking.

· Experience managing DocuSign workflows for investor documentation.

· Skilled in Microsoft Office Suite, particularly Excel and PowerPoint.

· Effective communicator with excellent presentation and writing skills.

· Collaborative, detail-oriented, and capable of managing multiple priorities.

· Comfortable engaging with executive leadership, investors, and internal team members.