Junior Sales Assistant, Forge

Capital Markets

$80-85k

+ Annual bonus

Salesforce

Hubspot

Junior and Mid level

San Francisco Bay Area

2-3 days a week in office

Stock market for private companies

Be an early applicant

Stock market for private companies

201-500 employees

FintechB2CB2BMarketplaceTradingFinancial ServicesVenture Capital

Be an early applicant

$80-85k

+ Annual bonus

Salesforce

Hubspot

Junior and Mid level

San Francisco Bay Area

2-3 days a week in office

201-500 employees

FintechB2CB2BMarketplaceTradingFinancial ServicesVenture Capital

Company mission

To power an accessible, liquid , and transparent private market.

Job

Company

Role

Who you are

The ideal candidate will have strong communication skills, be proactive, and demonstrate an eagerness to learn
Willingness to obtain FINRA Series 7 and 63 Licenses
Positive attitude, eager to learn, and comfortable in a fast-paced environment
Strong communication and interpersonal skills
Excellent organizational and time management abilities
Client relationship management experience
Proficiency in Microsoft Office Suite and CRM software (i.e. HubSpot, Salesforce)
Attention to detail and accuracy with data entry

What the job involves

Forge is looking for a Junior Sales Assistant to join the Capital Markets Team and support the Co-Heads of US Capital Markets in all aspects of the sales process
Assist the sales team in managing client accounts and relationships
Support in identifying and generating new business opportunities
Help prepare sales presentations and proposals
Conduct market research to identify customer needs and industry trends
Coordinate and follow up on sales leads and inquiries
Maintain accurate records of customer interactions and sales activity in CRM
Provide excellent customer service, responding to customer questions and concerns
Collaborate with the Broker Team to meet sales targets and business objectives
Assist with administrative tasks such as reporting, scheduling, and organizing sales meetings
Must be able to sit and/or stand for long periods of time in an office or home office setting while working

Our take

Corporate stock options are a competitive advantage for companies wishing to attract and motivate top talent. The option of early liquidity proves to be an enticement, especially when startups tend to postpone going public for so long.

Forge offers companies, their employees, investors, and institutions a means of selling their shares in a pre-IPO stock market, allowing private shares to be traded as freely as public company shares. Forge aims to standardize and bring speed to trades in the private market.

Big rivals include Carta and the Nasdaq Private Market, while others such as EquityZen, Zanbato, and Industry Ventures also pose threats. To strengthen its position in this bustling marketplace, Forge is focused on partnerships and new products; launching products such as Forge Intelligence, its first data product, and Forge Company Solutions. And expanding its global reach through partnerships with Wells Fargo Securities and Deutsche Börse.

Freddie

Company Specialist at Welcome to the Jungle

Insights

15% employee growth in 12 months

Glassdoor (4.1)

Trustpilot (3.2)

Company

Funding (last 2 of 4 rounds)

May 2021

$150m

LATE VC

Jan 2019

$35m

SERIES B

Total funding: $238m

Company benefits

Medical, dental, and vision
401k plan, life insurance, HSA and FSA, and pre-tax mass transit and parking benefits
Equity for all employees
New parent leave and generous time off
Education, training, and mentorship
Team lunches, employee interest groups, and company celebrations
Employee-led resource groups, volunteering, and community service
Rewards & Recognition
Healthy snacks, drinks, and weekly lunches when in the office

Company HQ

Financial District, San Francisco, CA

Leadership

Kelly Rodriques

(CEO)

Former CEO of Pensco and Founder of Operative Capital. Previous Operating Partner with Ignition Growth Capital and CEO of Blowtorch Entertainment. Successfully started and co-invested with accomplished venture capitalists in early-stage technology companies. Serves as a board member and advisor to several growth companies in technology-enabled service sectors.

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