Responsibilities
- Provide support, and assist in all Back-Office operations.
- Maintain accounts to reach business objectives, targets & goals.
- Track sales opportunities, and sign investors on legal documents.
- Work closely with investors as well as wealth managers and banks.
- Work with Salesforce daily, implementing data to ensure accurate information and details are kept neat and updated.
Requirements
- A seasoned investor relations manager with 2+ years experience working in Sales or Revenue operations in a B2B sales organization.
- Experience in working with Salesforce or with another CRM system, formula fields, workflows, custom views, reporting, and dashboards.
- Must be organized and possess a high level of administrative ability to effectively manage a company’s database and documentation.
- Excellent interpersonal and communication skills
- Good level of English in speaking, excellence in writing and reading.
- Full control of Office with an emphasis on Excel.
- Ability to withstand pressure.
Nice to have
- Bachelor's Degree in Finance fields.
- Experience in insurance companies/capital markets (investment houses, banks, wealth management offices, etc.
Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs, and we are now 500+ strong in New York, Los Angeles, and Tel Aviv.
Our Values
Our values are at the heart of everything we do. We believe great solutions are built through a great community.
- Advance Inclusion
- Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.
- Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
- Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
- Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.