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
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
Between 5 - 7 Years
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