In this role, youll take ownership of developing new business relationships, understanding client data challenges, and guiding prospective clients through how the platform can support their operational goals. Youll work alongside a highly experienced implementation team of data engineers and analysts to deliver tailored solutions and close high-value deals.
Key Responsibilities
- Identify and engage senior decision-makers (CIOs, CTOs, Heads of Data) at investment firms.
- Build trust and rapport quickly through effective discovery and consultative selling.
- Understand client pain points around data and reporting, and map these to platform capabilities.
- Collaborate with the implementation team to design and present customized solutions.
- Manage a portfolio of long-lead enterprise opportunities as well as shorter sales cycles.
- Maintain and grow your sales pipeline using a structured sales process and CRM tools.
- Ensure seamless handover to implementation by clearly communicating client requirements and expectations.
- Provide strategic feedback on market trends, competitor activity, and sales opportunities.
Required Experience & Skills
58 years of B2B SaaS sales experience, ideally within financial services or data-focused industries.A consistent track record of meeting or exceeding sales targets.Experience selling to senior technical and business stakeholders.Strong consultative selling approach, with excellent listening and discovery skills.Comfortable discussing technical products and data concepts (technical background not required).Ability to build strong relationships across internal teams and client organizations.Familiarity with tools driven by Excel or APIs is a plus.Bonus : Experience or a strong network in the investment or asset management sector.Reporting Line
This position reports directly to the Director.