What You'll Do
Take full ownership of the sales lifecycle, identifying and converting new clients within the investment sector. You'll initiate outreach to prospective clients, qualify leads, and guide them through product demonstrations and decision-making stages. Your success will be measured by your ability to close new business and expand market presence with institutional investors and large enterprises.
Partner closely with research and product teams to align client needs with solutions, ensuring a seamless experience from first contact to contract execution. Build trusted relationships with senior decision-makers by understanding their goals and delivering relevant, data-backed value.
Requirements
- Minimum of two years in sales, business development, or a client-facing role with a proven record of closing deals
- Experience in enterprise or subscription-based sales is advantageous
- Demonstrated motivation to grow a career in financial services sales
- Proactive in outbound prospecting and driven by identifying new business opportunities
- Strong interest in financial markets, investing, and data-driven insights
- Resilient in a fast-moving, metrics-focused environment
- Excellent communication skills, with an ability to ask insightful questions and tailor conversations
- Team-oriented mindset, balancing personal performance with group success
Benefits
- Flexible work hours and remote work options within the U.S.
- Generous 401K matching program
- Comprehensive parental leave policy
- Annual wellness allowance
- Reimbursement for learning and professional development
- Regular team gatherings and events
- Compensation includes equity, tying long-term success to company growth
- Advancement based on impact, not tenure or hierarchy
- A culture built on trust, ownership, and mutual respect
