Professional Background

Studied Political Science at Syracuse University.

Began career with a sales internship at Bloomberg, supporting clients with terminal troubleshooting and customer support, providing early exposure to financial markets and financial professionals.

After graduation, worked in commercial real estate sales.

Joined Kelvin as an SDR, selling climate tech solutions and helping a small team establish and improve sales processes.

Later moved to PitchBook, a larger sales organization (~100 salespeople), where they gained strong exposure to financial services and fintech audiences.

Since leaving PitchBook in December (restructuring), has been supporting a friend with sales process development while actively pursuing a new opportunity.

Sales Experience & Target Audience

At PitchBook, carried a quota of 30 qualified meetings per month.

Qualification criteria included:

Startups that raised $750K+ in the previous 2 years

VC firms / Family Offices with $20M+ AUM

Primary audience:

~2/3 fintech founders/startup leaders

~1/3 VC analysts, family office stakeholders, and boutique banking professionals

Developed an understanding of how to tailor communication styles to different personas:

More direct and business-focused with founders

More curiosity-driven and relationship-based with analysts

Industry Interest & Motivation

Strong long-term interest in fintech and financial markets.

Mentioned following tech and finance news (e.g., TechCrunch) since high school.

Believes fintech/finance remains a strong long-term sector despite macroeconomic concerns.

Views current market corrections as an opportunity for stronger, high-performing companies to emerge over the next 10–15 years.

Appears genuinely interested in the industry itself, not solely compensation-driven.

Handling Rejection / Sales Approach

Demonstrates a thoughtful and structured mindset toward rejection.

Views rejection as a normal part of sales and approaches it from two angles:

Accepting uncontrollable outcomes (timing, fit, external factors)

Learning from preventable issues (messaging, targeting, communication style)

After calls, reviews rejection reasons and logs learnings for daily reflection.

Improvement approach includes:

Refining prospect targeting

Adjusting value proposition

Expanding pipeline volume when necessary (e.g., increasing from 100 → 400 prospects)

Emphasized the importance of resilience and not taking rejection personally.

Logistics & Compensation

Work environment: Comfortable working fully remote, though open to working from the Boston office if needed.

Availability / Start Date: Targeting a July 1st start date.

Compensation expectations: Looking for a package similar to previous compensation:

Base: ~$65K

OTE: ~$92K

Compensation expectations are well aligned with the role structure discussed ($65K base + uncapped quarterly incentive plan).

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