Hiring: Prospect Outreach Specialist Company: BAM Capital Location: Carmel, IN Job Posted Time: 2026-09-10 11:37:56 Employment Type: Full-time Target Skills & Keywords : Capital Markets, HubSpot About the job Experience: •3+ years of experience in a client-facing, relationship management, or service coordination role; experience in financial services, real estate, retail, or a similarly relationship-driven industry is preferred Required Skills: •Assess each prospect's profile and place them on the existing proprietary communication path based on their persona, ensuring every touchpoint feels relevant and personalized •Customize and deploy HubSpot email sequences tailored to each prospect's persona, working from content drafted by our in-house writer and adapting it to fit the individual prospect and context •Conduct outreach across multiple channels — phone, text, and email — to engage prospects at the right moment with the right message •Proactively identify re-engagement opportunities across the CRM by monitoring behavioral signals such as form activity, email engagement, and other indicators of investment interest •Own data integrity for all prospect records in HubSpot, including auditing, enriching, and correcting designated fields to ensure every record reflects the most complete and accurate information available •Review notes and transcripts from capital raising calls to verify CRM data is captured accurately and consistently •Follow established SOPs with a high degree of precision and contribute structured feedback to improve processes over time Qualifications: •You understand and embrace the value of personal, phone-first communication in a prospect-facing role. In a world of automated touchpoints, you know that picking up the phone is often the most effective thing you can do — and a full day of meaningful conversations is, to you, a productive and successful day. •You have a genuine service orientation and derive satisfaction from creating positive, professional experiences for the people you interact with. You're energized by supporting a team win rather than being the one to close the deal yourself •You take ownership of data quality; incomplete or inaccurate records are something you feel compelled to fix, not overlook •You are naturally curious and persistent — when a prospect disengages or declines, you seek to understand why rather than simply moving on •You are motivated by measurable results and compensation tied directly to your output; you approach prospecting within a CRM with the same rigor and initiative you would bring to any performance-driven environment •You are process-oriented and thrive within structured systems, while remaining adaptive in live conversations •1–3+ years of experience in a client-facing, relationship management, or service coordination role; experience in financial services, real estate, retail, or a similarly relationship-driven industry is preferred •Proficiency with HubSpot or a comparable CRM, with demonstrated comfort around data integrity and record management •Strong verbal communication skills — professional, warm, and effective at building rapport quickly by phone •High attention to detail and strong organizational skills to be able to work independently Compensation: •$55,000 - $65,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!