At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble, and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
The Role:
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. The ideal candidate will have strong communication skills, be proactive, and demonstrate an eagerness to learn.
This is an excellent opportunity for individuals looking to start their career supporting the sales organization and grow within a thriving organization.
Location: This role requires a hybrid work schedule, with 2-3 days per week in our San Francisco, CA office to foster collaboration and teamwork.
Responsibilities:
- 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
Preferred Qualifications:
- 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
For residents of San Francisco, CA the annual salary range for this role is $80,000- $85,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Top Skills
Forge San Francisco, California, USA Office
Forge San Francisco Office Office
Our SF office is located in the heart of the financial district and right next to the historic Ferry building.
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