Sales and Marketing Associate


We are seeking an enthusiastic, self-motivated, experienced Sales & Marketing Dynamo with strong attention to detail and exceptional work ethic to join our team. This person will develop and execute multiple sales follow-ups and marketing campaigns each week in a fast-paced, rapid-growth environment.

Note: This role is open to local candidates in the San Francisco Bay Area only.

About Portfolia

We create unique investing products, providing an engaging experience with competitive returns and market impact. 

Portfolia intends to educate 100,000 new entrepreneurial investors by 2022 and create a multi-billion dollar global network of engaged investors. When we invest in companies we believe in and work together for their success, we create the world we want. 

We are a work-hard, play-hard fast-scaling team, yet family friendly and committed to mutual support and respect.  Not a typical start-up, you must be comfortable working with lots and lots of women.


  • Convey the value of Portfolia effectively through phone and email communication with prospective and current customers

  • Coordinate and communicate with other team members cross-functionally 


  • Direct customer service experience via phoneAbility to effectively communicate value and provide superior customer attention and service

  • Strong leadership and problem solving skills

  • Must be able to work independently with minimal supervision as well as in a collaborative and professional environment

  • Ability to meet deadlines and work well under pressure

  • Superior written and oral business communications skills, with the ability to comfortably and professionally interact with colleagues at all levels

  • Experience with sales tools (Slack, MailChimp, mail merging, Full Contact, Streak, Salesforce, etc)

  • Organized, with absolute attention to detail and ability to multi-task

  • Bachelor’s degree in business, marketing, communications, or relevant field of study; or just scary smart

  • Start-up work experience is a plus

  • Minimum 2 years sales experience


  • Opportunity to work with great people, with a friendly and welcoming team, which provides a balance of independent work and team collaboration.

  • Opportunity to bring to life a vision that has the capability of shifting the world for women.

  • Opportunity to get in on the ground floor of a fast-growing young company

To apply, email a resume and cover letter to with the subject line “Application: Sales and Marketing Associate.”