Identify and engage decision-makers (CIOs, CTOs, Heads of Data) at investment firms.
• Establish trust quickly through discovery calls and relationship-building.
• Understand client data and reporting challenges and match them with our product’s capabilities.
• Work with the implementation team to shape and present tailored solutions.
• Manage a mix of long-lead enterprise opportunities and shorter sales cycles.
• Maintain and grow your sales pipeline using our existing sales process, CRM, and proven playbook,
while refining and improving as needed.
• Facilitate smooth introductions and knowledge transfer to the implementation team by
communicating requirements, challenges and expectations gathered during sales/discovery to ensure
seamless handover.
• Provide feedback internally on competitors, threats and opportunities encountered.
Technical Skills / Expertise
• 5–8 years’ experience in B2B SaaS sales (preferably within financial or data-driven industries).
• Proven ability to close deals and meet sales targets.
• Experience working with senior technical or business stakeholders (CIOs, CTOs, Heads of Ops/Data).
• Strong listening and questioning skills—able to lead a conversation, not just pitch.
• Confidence working with data concepts and technical products (you don’t need to be an engineer, but
you should be comfortable explaining what the product does).
• Ability to build strong relationships and work effectively with both internal and external teams.
• Familiarity with Excel-based or API-driven tools is a plus.
• Bonus: experience or networks in the investment, asset management, or financial services space.
6-10 years