Sales & Business Development Associate

We are seeking a full time sales & business development associate to help grow our institutional investor client franchise and to promote the value of primary research as an investment methodology.


In today’s fast-moving and competitive financial markets, investors can’t rely on traditional data or research alone to provide them with an informational edge. We use primary research to deliver exclusive, leading, and differentiated insights sourced directly from subject-matter experts to help clients gain a deeper understanding of their investments and realise greater returns.

Woozle research specialises in conducting more than 2000 interviews and surveys every month with subject-matter experts globally to help institutional investors gain a competitive edge, enabling deeper insights on company fundamentals to drive greater investment returns.

Our clients include some of the world’s largest Hedge Funds, Asset Managers, and Private Equity firms that trust us to help them gain an informational edge by crowd-sourcing grass-roots opinions from people that know best and first about the prospects of a particular investment (such as clients, customers, suppliers, distributors, vendors, and employees).

We are a multi-award winning primary research provider and our solutions include bespoke and completely tailored primary research as well as on-going subscription research.


How it Works

We source grassroots primary research to help clients gain deeper insights into their investments and realise greater returns.

1) Millions of people around the world have subject matter expertise that when aggregated can provide accurate, differentiated, and leading insights for investors. Whether it’s Japanese laser doctors or oil rig workers in Aberdeen, we find the people that know best and first about the prospects for our clients investments.

2) Combining traditional investment methods and our own proprietary primary research techniques, we design questions and conduct interviews with relevant subject matter experts whose crowdsourced insights can make or break our clients investment case.

3) Woozle transforms this mosaic of insights from multiple respondents into real-time alerts, allowing clients to gain a more detailed, accurate, and practical understanding of the risks and rewards for your investment case; facilitating deeper insights to drive greater returns. 



This is a new business sales role and you will be targeting investment professionals predominantly in Europe at hedge funds, asset managers, and private equity firms. The role will involve generating your own leads and subsequent face to face appointments and demonstrations as well as managing and converting inbound new business leads. You will be negotiating contracts and closing deals while growing and maintaining a robust pipeline of sales opportunities. The role reports directly to the managing director and founder.

The newly created sales and business development role will be vital part in Woozle’s objective to promote the value of primary research as an investment methodology in Europe. The available market opportunity is significant, and our aim is to become the go-to primary research provider for institutional investors across both public and private equity markets by using surveys and interviews to glean real-world intelligence that can make or break their investment thesis.

The candidate will be responsible for:

  • To identify prospects and follow up on new business opportunities.

  • To lead new business meetings, to close new sales, and bring on-board new clients.

  • To help create high quality presentations for new business pitches and meetings

  • To build and maintain strong relationships with clients and prospects

  • To build and maintain a sales database of contacts into CRM systems

  • Maintain and update CRM systems with contacts, prospects, & progress.

  • Cold calling prospects and outbound email outreach.

  • Understand and communicate the value add proposition of our bespoke and subscription products.

  • Keep up to date on industry news to make more informed and relevant outreaches to prospective clients in value added exchanges.



The ideal candidate will have 1 to 2 years experience selling research, technology, or data to investors and will be well connected in the space. The ability to demonstrate success in previous sales roles through achieving new business sales targets is important as is building a new business sales pipeline from scratch. You will ideally have experience selling into senior personnel within relevant industries. The candidate will understand relevant industry trends and terminology. We are looking for someone proactive and hungry, with excellent communication skills. You must have an interest in primary market research and the investment landscape.

Successful candidates will possess the following:

  • Investment Management Certificate or similar qualification preferred.

  • Degree qualified, preferably in Finance or Economics.

  • Proven related work experience and proven sales track record, preferably in financial sales in Europe although applicable B2B sales success will be considered.

  • Deadline and results focused with the ability and flexibility to handle new tasks and shifting deadlines.

  • Attention to detail, accuracy, and process driven, solutions focused.

  • Must have excellent communication skills

  • Positive attitude and conscientious.


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