Outreach and Partnership Specialist Contract-to-Permanent | In-Office OnlyDowntown Monterey, CARemote applicants will not be considered About Us We are a leading equity management and business valuation platform serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. Eqvista serves 25,000 startups with equity management and valuation products and has built a $9 trillion valuation engine powering Eqvista Real-Time Company Valuation®, giving private companies continuous visibility into their value. The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders. You'll work closely with senior leadership, revenue experts, and product, this is not a "back-office" role. Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence, but we reward it with real responsibility, accelerated growth, and long-term upside. About the Role This role sits at the front door of our revenue engine . As an Outreach and Partnership Specialist , you will leverage modern outbound sales and prospecting tools, such as Clay, Apollo, AI/LLM tools such as Claude, and CRM platforms. We are specifically looking for someone who understands how to combine prospecting, data enrichment, segmentation, personalization, automation, and disciplined follow-up into a repeatable outbound system. This is not simply a lead-research or email-marketing position. Candidates should have a demonstrated track record of generating pipeline through outbound campaigns and be comfortable owning the process from identifying target accounts through booking qualified meetings and developing relationships. What You'll Do Identify prospects, present our solution, set up a call for Sales, and repeat. Own the Top of the Funnel Research and map target accounts, identifying high-potential prospects in our ICP. Build and manage data-driven outreach lists with Clay, Apollo, AI/LLM tools such as Claude, and CRM platforms. Be Relentless in Outreach Run multi-channel outbound campaigns — cold calls, cold emails, LinkedIn DMs — with a focus on personalization and conversion. Hit and exceed activity and meeting-booked targets. Leverage the Best Tools in the Game HubSpot CRM for tracking and reporting. Utilize AI/LLM platforms (such as Claude/ChatGPT) alongside outreach automation tools (Instantly, Apollo, Clay) to craft compelling, personalized messaging at scale. Feed the Sales Machine Qualify leads, set meetings, and hand off warm, high-intent prospects to Sales. Share real-time market intel with marketing and leadership to sharpen messaging and campaigns. Who We're Looking For Mental Athletes with a "hunter-killer," win-every-time mentality who bring a total problem-solving mindset to their role every day Persistence-Always-Wins mentality — you're not afraid to pick up the phone, send 100+ emails, and track down decision-makers. Proven track record in outbound B2B sales or SDR roles, ideally in a high-growth startup. Proficiency with Hubspot. Familiarity with HubSpot , Clay , Instantly , Apollo , Leadspicker , LinkedIn Sales Navigator, and AI/LLM tools (e.g., Claude). Exceptional communication skills — both written and verbal — with the ability to build rapport quickly. Competitive drive with a love for hitting (and smashing) goals. Self-directed, adaptable, and able to thrive in the fast-moving chaos of an early-stage company.

Proven track record of at least 3 years in a deal-closing AE role, demonstrating consistent success Experience in sales/account executive role(s) Experience in selling SaaS solutions to executive-level stakeholders is preferred Independent, self-motivated, responsible and painstakingly diligent Professionalism centered on integrity and exceptional quality client service Degree in Finance/Accounting / Management / Business Administration or related fields (preferred) References from previous colleagues/employers is a must. Non-Negotiables Willingness to work in-office, five days per week, in Monterey, CA . Strong sense of responsibility and follow-through. Professionalism rooted in integrity and quality client service. Compensation & Growth This is a contract-to-permanent role , with clear performance benchmarks for conversion to full-time. Competitive hourly or contract rate (based on experience) Performance-based incentives tied to conversions Employee Stock Ownership Plan (Stock options) Top performers will out-earn market averages and gain exposure rarely available this early in a career. Why This Role Matters Work directly with senior management and multi-exit founders. You can make a very tangible difference.

Pay:

$40,000.00 - $45,000.00 per year

Work Location:

In person