SDR Investor Relations
Job Summary
Sales Development Representative Investor Relations
Confidential Search U.S.-Based EB-5 Investor Capital Fundraising
Location: Fully RemoteReports to: Managing Director Type: Full-Time ICLanguages: Professional English required; Telugu and Hindi strongly preferred
About the Company
We are a rapidly growing U.S.-based EB-5 capital raise platform led by a family of developers with 40 years of real estate experience. Our current project is a USCIS-approved rural TEA-designated hospitality development in the Southeast U.S. operating under a nationally recognized hotel brand.
We help South Asian families secure a credible approved path to U.S. permanent residency through EB-5 investment. We are a small close-knit fully distributed team that moves quickly communicates directly and takes care of the people who work with us.
About the Role
This role exists to protect the two things that make or break an EB-5 raise: response speed and investor trust.
Our prospects are educated analytical South Asian families making one of the largest financial decisions of their lives. Every inquiry that sits too long every dropped follow-up and every partner lead handled carelessly costs us credibility and pipeline. You are the person who makes sure that does not happen.
You will own the investor pipeline from first inquiry to Discovery call triaging leads running first-contact qualification keeping HubSpot accurate and executing the follow-up that keeps prospects warm. You will work closely with the Managing Director Investor Relations Associate and marketing team. This is not a cold-call churn seat; it is a trusted investor-facing operating role with real responsibility.
Key Responsibilities
Inbound Leads & Team Inbox
- Monitor and triage inbound inquiries across email LinkedIn Meta Calendly and Zoom Webinar responding within 4 business hours
- Route leads to the right team member with full context so nothing is dropped
- Follow partner communication protocols precisely for partner-sourced leads these relationships are protected carefully
Outbound Outreach & Qualification
- Make outbound calls and send follow-ups to warm prospects (minimum 20 contacts per week)
- Run first-contact qualification using our established framework (full training provided)
- Send a post-call summary within 2 hours of every call with clear next steps
- Manage 24-hour call reminders and post-webinar follow-up sequences
HubSpot Ownership & Hygiene
- Log every call email and stage movement in HubSpot the same day it happens
- Keep records complete and accurate: stage archetype stakeholders involved lead source
- Flag prospects who have gone quiet for 7 days before they go cold
- Own your part of the weekly CRM hygiene review with the Sales Manager
Marketing Email Execution
- Draft and send follow-up sequences webinar invitations and materials distributions from approved templates
- Follow our email style: concise subject lines consistent voice one clear closing question per email
- Work only from approved language; verify any uncertain claim with the team before sending
Daily Reporting
- Send a brief end-of-day activity log to the Sales Manager (calls made emails sent prospects advanced items flagged)
- Support the accuracy of the Friday pipeline report
Required Qualifications
- Bachelors degree from an accredited university (reputable Indian institutions IITs NITs central and recognized private universities fully qualify)
- 2 years in a sales business development or client-facing support role
- Working HubSpot proficiency: pipeline management contact records basic workflow familiarity
- Professional fluency in English with strong accurate written communication
- Reliable organized and comfortable working independently across time zones
Preferred Qualifications
- Telugu and Hindi fluency a significant portion of our investor base communicates in these languages and it directly affects how quickly trust is built
- Familiarity with EB-5 real estate investment or U.S. immigration pathways
- Experience in financial services real estate immigration or investment products
- Experience with LinkedIn or Meta lead-generation tools
- Cultural fluency with the South Asian diaspora investor community including how families make major financial and immigration decisions together
Ideal Candidate Profile
You are:
- Highly organized and systems-driven you keep a CRM clean without being told to
- Proactive in communication; you share context before someone has to ask for it
- Trustworthy with sensitive high-stakes relationships and confidential information
- Comfortable owning outcomes in a low-oversight fully remote environment
- Warm and credible with investors and precise and disciplined behind the scenes
Working With Us
This is a fully remote role with flexible hours built on clear communication shared systems and mutual trust. You will not be micromanaged but you are expected to hit your response SLAs keep your CRM current and communicate proactively when something needs attention.
We invest in the people who work with us. If you are sharp dependable and genuinely motivated by the work there is real room to grow here.
Required Experience:
IC
About Company
Somewhere, formerly Support Shepherd. We find you amazing employees who cost 80% less than US equivalents, backed by our 6-month Perfect Hire Guarantee.