Opportunity brief
About the Role
We are growing our sales team. You'll work closely with the founders to acquire and onboard mutual fund distributors (MFDs), get them active on the platform, and grow their business with us. This is an early, high-ownership role where you'll help shape the GTM playbook, influence product and processes, and own your targets end-to-end.
Responsibilities
- Identify, engage, and onboard new MFDs through outreach, demos, and relationship-building.
- Explain Creso's value proposition, platform features, pricing, and operating workflows to prospective distributors.
- Support MFDs through ARN setup, activation, and book migration for a smooth transition onto the platform.
- Drive activation by getting newly onboarded distributors to their first live transaction and into a regular habit of using Creso.
- Work closely with product and operations teams to resolve onboarding issues and improve the distributor experience.
- Track acquisition funnels, outreach activity, and conversion metrics in the CRM, with disciplined follow-ups.
- Achieve monthly distributor acquisition and activation targets.
- Build long-term relationships that grow AUM, transaction volume, and platform engagement.
- Represent Creso at advisor events and training sessions, both online and offline.
- Build the early playbook for repeatable and scalable sales.