Working Student - Sales Operations

About the role

This part-time role supports the sales team by managing data and preparing materials to ensure smooth client operations. The position involves maintaining CRM accuracy, building target lists, and utilizing AI tools to streamline repetitive tasks. It is a long-term role designed for a student looking to grow within the firm.

Responsibilities

• Prepare and update client-facing materials and presentations
• Support the sales team with analysis and document work
• Support prospecting by building, researching, and qualifying target lists
• Maintain and improve CRM data quality, including deduplication, enrichment, and consistent record keeping
• Take on ad hoc requests across the team as they come up

Required skills

• Sales
• Financial Services
• Excel
• PowerPoint
• AI tools

Nice to have

• CRM

Qualifications

• Currently in a Master's program at a leading university in Switzerland or Germany
• Prior internship experience at a financial services or fintech firm
• Right to work in Switzerland or Germany

Benefits

• Real ownership of CRM and prospecting groundwork
• Insight into institutional private markets investing
• Close collaboration with a senior sales team
• Flexible hours around study schedule

About the Company

Stableton is a globally leading, tech- and data-driven institutional investor in private blue-chip tech companies. They empower institutional investors, private banks, and wealth managers to benefit from the value creation of the world's most valuable technology companies.