Location:

• Denver or New York (in-person preferred)

• Seattle (remote preferred)

• Fully remote available

CEPRES is the leading and fastest growing digital platform for private capital markets, the fastest growing institutional asset class of sovereign wealth funds, insurers, pensions, endowments and more. This global institutional client base benefits from our unique and award-winning investment data & solutions connecting 1,000s of market professionals via the CEPRES secure investment data network.

CEPRES is headquartered in Munich with offices in New York, Denver and London. Our team is incredibly diverse and entrepreneurial with over 20 nationalities. We value smart and innovative people who work effectively in a team environment and think strategically, whilst solving day-to-day challenges. With major expansion to our client base and use cases, we are seeking a Client Services Associate to support our clients in the successful operations of our solution.

Job Summary :

This role supports DealForge, CEPRES’ solution for deal analytics and bench-marking—enabling investment teams to evaluate transactions, identify value creation drivers, and benchmark performance using real market data. You will be responsible for driving pipeline growth for DealForge across this expanding segment.

You will drive qualified demo bookings with senior investment professionals at private capital firms (GPs) across North America. This role combines targeted outbound prospecting and inbound lead support, engaging stakeholders across investor relations, investment strategy, deal, and underwriting teams. You’ll help drive growth in a new market segment within an established private markets business, with high visibility and impact across the sales organization.

This role is a key part of expanding coverage across a targeted GP universe and supporting the growth of DealForge within a defined and opportunity-rich segment of the market.

Generate pipeline through highly personalized outbound email outreach (primary channel)
Cold calling to support email outreach and introduce prospects to the solution
LinkedIn engagement and inbound lead qualification
Drive qualified demo bookings with senior investment professionals at GPs
Target firms with $500M+ AUM across North America
Engage investor relations, investment strategy, deal, and underwriting teams
Achieve 15+ qualified demos per month
Build tailored outreach referencing deals, portfolios, and investment focus
Maintain CRM pipeline tracking and contribute to sales strategy

Requirements

Required:

Bachelor’s degree
1+ year of sales or client-facing experience
Experience in private capital markets or financial markets
Strong written communication skills
Ability to learn quickly and operate in ambiguity
High ownership and accountability

Preferred:

Outbound or BDR experience
Data product exposure
CRM familiarity (Zoho preferred)
Apollo or similar tools
Microsoft Office proficiency

Best Suited For:

Candidates interested in private markets and B2B sales
Those comfortable engaging senior professionals
Individuals who prefer thoughtful outreach over templates

Not a Fit For:

Candidates seeking low-activity or inbound-only roles
Those reliant on scripts or mass outreach

Activity & Performance Expectations

~50 personalized emails per day
Consistent cold calling activity
15+ qualified demos per month
Engage high-level professionals requiring thoughtful outreach
Measured on meeting quality and pipeline contribution

Team & Support Structure:

You will support an experienced Account Executive with a track record of mentoring BDRs and deep expertise in private capital markets data

Benefits

Career Path in Private Equity Step into one of the most in-demand and exciting industries in finance today. With us, you'll experience unparalleled opportunities for career growth and promotions, receive regular feedback, and benefit from mentorship provided by an international team of passionate experts. Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment.
Culture That Drives Success We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership. At our company, collaboration and mutual support are at the heart of everything we do. Transparency in company goals ensures you’re always part of the bigger picture.
Commitment to Our People We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace
Compensation of attractive package that reflects your skills, contributions, and growth potential.

At CEPRES, we're committed to creating an inclusive environment for all. We celebrate diversity and encourage applicants from all backgrounds, experiences, and perspectives to apply.

CEPRES

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