InvestNext

InvestNext — Simplifying real estate investment, amplifying opportunity, built to scale. At InvestNext, we’re building a connected real estate investment management platform that gives GPs and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative expenses, and grow portfolios. Inspired by our Detroit roots, we’re democratizing real estate investing for all, and reshaping the future with the same grit and bold vision that has driven Detroit’s resurgence. For us, democratizing real estate investing is more than just a mission—it’s a movement. We're creating accessible pathways for everyone to engage in wealth-building opportunities, transforming how people invest and secure their futures. A mission focused on real transformation. We’re building a diverse team that’s passionate about our culture, our product, and our purpose. Joining us isn’t just about a job—it’s about aligning with a movement that combines professional growth with genuine community change. Here, you’re not just building a career; you’re helping redefine the future of real estate investing. VP of Finance As an outcomes-focused company, excellent Finance leadership is critical to our business and culture, leading the charge on financial strategy and performance. Our VP of Finance will not only make sure we keep the lights on, they’ll contribute significantly to the operations that ensure our overarching business strategy leads to substantial results for our company and customers. They’ll work closely with every member of senior leadership to ensure our financial backbone supports all functions, while most regularly collaborating with the Executive Leadership Team (ELT) to drive the business forward. We’re a team of 60 folks working remotely across the US and Canada, prioritizing access to talent and diversity over location. This person will be our top-level Finance leader, with the autonomy and empowerment to continue to develop a well-operating function under their vision. The team currently consists of an Accounting Manager that will be under their management, and this role succeeds an exiting Finance executive. Budget Management Own the company’s detailed spending plan - Develop guidelines for spend management - Design and run the annual planning process, including department level budgets, headcount and hiring plans, and investment cases - Align the budget with company financial goals, taking into consideration historical spend, revenue, and department requirements - Collaborate to develop department budgets, ensuring goals are supported; review regularly, and empower leaders to make informed decisions in budget management Financial Forecast Lead the strategy for the company’s long-term financial performance - Own the design and development of the company financial forecast; run quarterly and monthly re-forecasts, so leadership always has an up to date view, and show variances with corrective actions. - Anticipate and adjust forecasts based on factors such as industry and market conditions, business outcomes, planned product evolution, etc.; as the financial expert, consult the ELT to inform business decisions - Participate as a consulted party in all initiatives that may impact company financials, providing expert guidance on implications and opportunities - Consider alternative financial scenarios when developing the ongoing company forecast to ensure the company is well positioned to adapt if expectations change, or to take advantage of new revenue opportunities - Keep executives informed and aligned on the financial strategy Reporting and Board Readiness Create and own the source of truth for company revenue and financial performance, including cash, operating expenses and SaaS metrics - Develop a centralized view of revenue and financial activity, standardizing data sources for transparency and precision, delivering monthly reporting packages to the CEO and ELT - Ensure timely delivery of data that departments need, such as collections updates - Provide the Board with required financial information and insights, assuring trust in our strategy and position through your presentation of data and dialogue Accounting Own the company’s accounting practices - Develop and maintain excellent, precise accounting processes and practices - Oversee company payroll - Manage business insurance coverage, corporate taxes, and compliance - Own all billing and tax reporting processes - Manage the audit process, and ensure company financials are compliant - Establish standards for revenue recognition and consult with executives to ensure practices align, such as sales contract design Strategic Finance Leadership and Business Partnership Serve as financial expert and strategist - Represent the company in finance-related discussions or negotiations, such as partner contracts for new lines of business - Maintain knowledge of industry and financial market trends to ensure the company forecast evolves realistically and responsibly - Ensure the ELT is aware of ongoing financial risks and opportunities, sharing strategic guidance for large company initiatives and direction, model alternative scenarios and advise ELT on tradeoffs - Consult as the financial expert when product features or services are being developed, such as new packaging strategies - Manage the company cap table and equity practices Financial Growth Partner in growth and investment activities - Consult with the ELT to develop capital structure and fundraising strategies - Support investor and Board relations, building trust in our strategy and metrics - Play a key role in fundraising activity, from advisor to financial collateral manager - Cap table and asset management Executive Partnership Position Finance to support for all functions - Represent company financials as a collective responsibility, ensuring executives understand fiscal responsibility to the company above department - Work with department leaders to align their goals with our financial strategy, serving as a finance business partner cross-functionally - Ensure departments are following financial processes and structures, such as adherence to budgets and accounting practices - Empower executives to make smart budgeting decisions, such as reallocating if priorities change, while sharing your strategic insight to guide informed decisions - Consult with leaders where there are financial knowledge gaps to elevate collaboration and decision-making Team Leadership Represent our leadership philosophy - Manage members of the Finance org with empathy and empowerment, serving as their mentor and growth partner - Exemplify, reinforce, and hold others accountable to our core principles - Listen and seek to understand, creating space for others to be curious and candid - Set a high behavioral standard in how you engage with others across the org, knowing you are a leader with explicit and implicit influence How You Work - You’re the kind of Finance leader who balances precision with perspective. You’ve built deep expertise across SaaS and professional services models, and you know how to translate complexity into clarity — whether you’re engaging the Board, coaching a teammate, or presenting a strategic plan that turns heads. - You see collaboration as a strength, not a checkbox. You lead with empathy and transparency, building trust across teams and approaching Finance as a service function that empowers the rest of the organization to thrive. - You’re analytical and entrepreneurial. You notice opportunities others might miss, and you’re not afraid to take ownership and act on them. You’ve led teams and strategy through change — navigating volatile markets, balancing risk with reward, and knowing when to move fast and when to slow down for precision. - And yes — your spreadsheets probably do run circles around everyone else’s. How You Think - You think like an owner — curious, creative, and unafraid to challenge the status quo. You don’t just crunch numbers; you tell the story behind them. You can make CAC and retention rates feel exciting because you know how to connect the dots between financial levers and business outcomes. - You champion transparency and use it to motivate others. You bring people along by making the financial picture accessible — the “why” behind the numbers, the trends that matter, and the opportunities ahead. - You ask bold questions. Are we giving away too much? Should we renegotiate that contract? How do we get to default alive? You look for ways to make the business smarter, stronger, and more sustainable. - Above all, you bring an entrepreneurial spirit to everything you do — spotting patterns, challenging assumptions, and helping the company make confident, well-informed bets on what’s next. Benefits - Robust 99% employer-paid medical, dental, and vision coverage - Generous equity grant; we want everyone to operate with an owner mindset and have a real stake in our success - 11 company-wide holidays per year - Uncapped paid time off, with minimums required to support our team’s work-life balance and help avoid burnout - 401k with 100% employer match, up to 4% annual salary - 100% WFH - Travel to spend time with the team, including company-wide and department offsites - Generous monthly budget to support your wellness and workspace - 16 weeks of paid parental leave - Laptop of choice Compensation We’re committed to paying fairly and competitively, so we utilize market data that aligns with comparable roles and companies in the tech industry, while considering the skill level needed for the role to determine salaries. In addition to our robust benefits, compensation for this role is determined based on experience and expected responsibilities for a VP of Finance, ranging from $220,000 - $250,000 per year.

InvestNext — People-centric, opportunity-amplifying, built to scale. At InvestNext, we’re building a connected real estate investment management platform that gives General Partners (GPs) and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative complexity, and grow their portfolios with confidence. Inspired by our Detroit roots, we believe access to real estate investing should be broader, more transparent, and easier to navigate. The same grit and bold thinking that fueled Detroit’s resurgence shapes how we build. For us, democratizing real estate investing isn’t a slogan, it’s the reason our platform exists: to create clearer, more accessible pathways for people to participate in wealth-building opportunities. Our work is driven by real outcomes. We’re building a diverse team that cares deeply about the problems we solve for our customers and the experience we create together. Joining InvestNext isn’t just about a role — it’s about contributing to something meaningful: enabling real estate investment access and growth. Account Executive The Account Executive (AE) at InvestNext owns the full sales cycle for Mid-Market General Partners (MMGPs). These organizations operate with institutional rigor, complex investor relationships, and multi-stakeholder decision making processes. In addition, AEs are responsible for closing inbound opportunities from growing SMB firms. These organizations are earlier in their lifecycle but represent strong future Mid-Market customers. This role guides sophisticated buyers through high-stakes platform decisions that affect fundraising, investor trust, compliance, and operational efficiency. Success requires strong discovery, commercial judgment, executive communication, and the ability to align diverse stakeholders toward a confident decision. You will partner closely with Business Development, Sales Engineering, Marketing, and Customer Success to deliver a coordinated buying experience for complex organizations. Pipeline for this role comes from a mix of inbound demand, Business Development–generated opportunities, and proactive outbound efforts. Why This Role Matters Mid-Market GPs represent InvestNext’s highest-impact growth segment. These firms are scaling rapidly and making long-term platform decisions that shape their operations. At the same time, guiding earlier-stage SMB firms builds long-term customer value and future expansion opportunities. Your work directly influences InvestNext’s revenue trajectory, market position, and reputation with sophisticated operators. In this role, you will Own the full sales cycle - Lead opportunities from qualification through close for MMGP accounts - Close inbound opportunities from our SMB segment - Conduct deep discovery across business, operational, technical and personal needs. - Develop tailored solution recommendations and presentations aligned to customer priorities Manage complex buying processes - Engage executive stakeholders including founders, partners, CFOs, COOs, and operations leaders - Build consensus across multiple decision makers - Navigate procurement, legal, and commercial negotiations - Create and execute mutual action plans with qualified buyers Drive pipeline through inbound and outbound activity - Progress inbound opportunities with urgency and discipline - Partner with BDRs on target account strategy - Conduct proactive outbound outreach to high-fit Mid-Market accounts - Maintain a healthy and detailed pipeline to ensure deal predictability Deliver a high-quality buying experience - Exemplify professionalism in all internal and external interactions - Clearly communicate value, tradeoffs, and implementation considerations - Coordinate internal resources to support deal success - Ensure smooth transition to onboarding and customer success Success in the First 12 Months - Build a predictable pipeline of qualified MMGP opportunities - Consistently progress complex deals to close - Maintain accurate forecasts and strong deal hygiene - Contribute meaningfully to team revenue targets by meeting or exceeding quota - Establish credibility with prospects and internal stakeholders If you’re right for this role, you - Have 1 - 3 years of proven success managing full-cycle B2B sales in complex environments - Have experience selling to executive stakeholders - Possess strong discovery, qualification, and negotiation skills - Are able to manage multi-stakeholder deals - Take ownership and accountability - Have a successful track record in mid-market or enterprise environments - Have experience selling a SaaS related product - Have experience working at a rapidly growing and evolving company Our tech stack - Salesforce.com - Salesloft - RevenueHero - Avoma - LinkedIn Sales Navigator Compensation We’re committed to paying fairly and competitively, and utilize market data as a starting point when developing total compensation for all roles. We consider skill requirements, role responsibilities, pay equity, and our company’s sustainability to develop our standardized salary bands across the company. We believe in the power of diverse teams and are committed to creating an inclusive environment for everyone on our team. Benefits - Fully remote work, within the US and Canada - Robust 99% employer-paid medical, dental, and vision insurance - 401k with 100% employer match, up to 4% of your annual salary - Generous monthly allowance to support your wellness and remote work - Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout - 11 company-wide holidays per year - 16 weeks of paid parental leave - Travel to spend time with the team, including company-wide offsites - Laptop of choice Salary We prioritize pay equity, transparency, and equal opportunities for career development. The total compensation range for your first year in this role is $110,000 - $130,000 which includes a base salary of $80,000 - $100,000, in combination with a variable, performance-based commission. The final compensation offered will be comparable with the market and determined by experience level, role responsibilities, and the consideration of OTE. We believe in recognizing and rewarding exceptional performance with uncapped commissions while ensuring fair and competitive compensation for all employees. Equity Grant As a reflection of our core principle See it, Own it, we believe ownership empowers folks to do their best work and be fulfilled with real outcomes. All employees receive an equity grant in alignment with standardized allocations to remove bias in our grant process.

Don’t see the right role? Join the InvestNext Talent Community We’re a remote-first team across the U.S. and Canada who believe real estate is more than an asset class — it shapes communities and opportunity. At InvestNext, we’re working to make investing in it more accessible and better connected. Curiosity, ownership, and real outcomes aren’t just principles here, they’re how we operate. We don’t always have the right role open at the exact right moment, and great people don’t always show up on a schedule. We take a long-term view of hiring and add to the team thoughtfully. If the way we think about this resonates, share your background with us. We’ll reach out if and when there’s meaningful alignment. If your experience falls within one of our departments, we'd love to hear from you: - Sales, Marketing, or Partnerships - Customer Experience or Support - People, Finance, or Business Operations - Product, Design, or Engineering How we stay connected When you submit your resume: - Our team reviews your background - We'll reach out directly if there’s strong alignment with an open or upcoming role - If you don't hear from us immediately, we'll keep your information in mind as we continue to grow Keep up with InvestNext We regularly share updates about our platform, our team, and the future of commercial real estate investing. Explore more at InvestNext, or follow along on LinkedIn.

InvestNext — People-centric, opportunity-amplifying, built to scale. At InvestNext, we’re building a connected real estate investment management platform that gives General Partners (GPs) and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative complexity, and grow their portfolios with confidence. Inspired by our Detroit roots, we believe access to real estate investing should be broader, more transparent, and easier to navigate. The same grit and bold thinking that fueled Detroit’s resurgence shapes how we build. For us, democratizing real estate investing isn’t a slogan, it’s the reason our platform exists: to create clearer, more accessible pathways for people to participate in wealth-building opportunities. Our work is driven by real outcomes. We’re building a diverse team that cares deeply about the problems we solve for our customers and the experience we create together. Joining InvestNext isn’t just about a role — it’s about contributing to something meaningful: enabling real estate investment access and growth. Role Overview The Business Development Representative (BDR) at InvestNext plays a dual role in driving growth across our customer segments. The role focuses on generating qualified pipeline through targeted outbound engagement with Mid-Market General Partners (GPs). These are sophisticated organizations with complex decision processes. BDRs partner closely with Account Executives, Marketing, and Sales leadership to execute coordinated account strategies and deliver high-quality opportunities while also contributing directly to revenue through smaller deals. Mid-Market GPs represent InvestNext’s highest-impact growth segment, and outbound engagement is essential to driving pipeline and market awareness of key InvestNext offerings. BDRs are critical to both near-term growth and long-term market expansion. In this role, you will Generate targeted outbound pipeline (Mid-Market GP segment) - Identify high-fit Mid-Market GP accounts managing $10M+ in FUM - Research organizations, leadership teams, and operational context - Execute personalized outreach across email, phone, and social channels - Secure discovery meetings for Account Executives Engage senior stakeholders - Initiate conversations with founders, partners, CFOs, COOs, and operations leaders - Communicate InvestNext’s value clearly and professionally - Qualify interest, timing, and fit Execute with discipline and consistency - Exemplify the ability to drive both quantity and quality with outbound activity - Track outreach, pipeline, and deal progress in CRM - Continuously refine messaging based on results Collaborate on account strategy - Partner with AEs to prioritize and engage target accounts - Leverage marketing materials and customer stories to establish value - Contribute to pipeline planning and forecasting Success in the First 12 Months - Generate a consistent stream of qualified Mid-Market opportunities - Demonstrate strong conversion from outreach to opportunities created - Build credibility with senior stakeholders - Contribute meaningfully to pipeline and revenue targets If you're right for this role, you - See white space as potential–proactively opening doors and building momentum from zero - Communicate clearly in writing and conversation - Prospect proactively and move opportunities forward - Stay persistent and take ownership of outcomes - Engage confidently with senior business leaders - Manage your time and priorities effectively Our tech stack - Salesforce.com - Salesloft - RevenueHero - Avoma - LinkedIn Sales Navigator Compensation We’re committed to paying fairly and competitively, and utilize market data as a starting point when developing total compensation for all roles. We consider skill requirements, role responsibilities, pay equity, and our company’s sustainability to develop our standardized salary bands across the company. Benefits - Fully remote work, within the US and Canada - Robust 99% employer-paid medical, dental, and vision insurance - 401k with 100% employer match, up to 4% of your annual salary - Generous monthly allowance to support your wellness and remote work - Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout - 11 company-wide holidays per year - 16 weeks of paid parental leave - Travel to spend time with the team, including company-wide offsites - Laptop of choice Salary In addition to our robust benefits, cash compensation for this role is a combination of salary and performance-based bonuses. We believe in recognizing and rewarding exceptional performance with uncapped bonuses. Base salary is determined with the consideration of experience and role expectations, in alignment with our salary bands. The salary for a BDR ranges from $50,000 to $70,000 per year for this mid-level role. Additionally, on-target commissions are $20,000 per year, with accelerators and SPIFFs to reward exceeding targets. Equity Grant As a reflection of our core principle See it, Own it, we believe ownership empowers folks to do their best work and be fulfilled with real outcomes. All employees receive an equity grant in alignment with standardized allocations to remove bias in our grant process.