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BDR & Customer Success Associate

Allup

Allup

Customer Service, Sales & Business Development
Tampa, FL, USA
USD 50k-85k / year
Posted on Aug 4, 2025

About our client

Born out of a VC fund, Totem has been on a mission to build the fund operating system it always wanted as investors. For 8 years, Totem has worked alongside leading firms around the globe, supporting billions in AUM across hundreds of funds. Totem is building the technology that powers the future of venture capital.

About the role

Our client, Totem, is seeking a driven BDR & Customer Success Associate who is hungry to grow their sales career in the exciting intersection of technology and venture capital. This position offers comprehensive exposure to the entire customer lifecycle. The candidate will have the opportunity to engage with prospects, close deals, ensure customer success, and play a key role in company growth.

What You’ll Do

  • Conduct compelling product demos for warm leads
  • Set up and manage new customer accounts for handoff to account executives
  • Guide new customers through seamless onboarding experiences
  • Build relationships with fund managers and investment professionals
  • Leverage AI tools to optimize sales and customer success processes
  • Take initiative on process improvements and growth opportunities

What Sets the Candidate Apart

  • Hungry to learn and grow in their sales career
  • Communicates with clarity and confidence
  • Exceptionally organized and able to manage multiple priorities
  • Works hard and takes ownership of their results
  • Self-directed and thrives with autonomy
  • Natural problem-solver who finds creative solutions
  • Takes initiative without waiting to be asked
  • Has experience with or genuine interest in AI applications
  • Passionate about startups and the venture capital ecosystem

Why This Role Is Special

This position offers incredible growth potential in a startup environment. While the natural progression is toward an account executive role, Totem’s dynamic company culture means opportunities can emerge in many directions. The candidate will gain deep exposure to the venture capital world while building valuable sales and customer success skills.

What Totem Is Looking For

  • Strong communication skills and natural relationship-building ability
  • Organized approach to managing prospects and customers
  • CRM proficiency (Salesforce, HubSpot, or similar platforms)
  • Experience with pipeline management and lead qualification
  • Basic project management skills for coordinating customer onboarding
  • Self-starter mentality with proven ability to work independently
  • Problem-solving mindset and willingness to take initiative
  • Interest in leveraging AI to enhance productivity and results
  • Passion for learning and professional growth
  • Interest in startups and venture capital (bonus but not required)

What Totem Offers

  • Competitive compensation: $50,000 - $85,000 (base + performance)
  • Direct exposure to the venture capital ecosystem
  • Comprehensive sales and customer success experience
  • Opportunity to work with cutting-edge fund management technology
  • Clear path for career advancement
  • Dynamic startup environment with room to grow in multiple directions
  • Chance to impact how leading investment firms operate globally

Ready to Launch a Sales Career?

Join Totem in building the technology that's transforming how venture capital firms operate. The selected candidate will work with industry leaders while developing the skills that will accelerate their career in sales and beyond.