Senior Associate, Strategic Growth, Financial Services

Skills

About the Role

You'll join a high-growth company selling an award-winning product that's rapidly being adopted across the market internationally. In this role, you'll partner with the global sales team to execute a strategic client growth plan for your book of accounts, focused on upselling existing client relationships. You'll research opportunities, initiate discussions, prospect new teams, conduct product demonstrations, manage product trials, and close sales. You'll develop strong internal relationships, garnering buy-in from partners and marshaling resources to deliver on revenue outcomes. You'll coordinate with your team to accurately forecast and build the pipeline needed to meet and exceed goals. You'll work closely with the Product Specialist team during trials to ensure strong client engagement, and you'll gather and relay market and client product feedback to sales, product management, content, and product marketing teams to help continually enhance the product. You'll also travel to clients on a regular basis to maintain and grow relationships.

Requirements

• Prior sales experience with a B2B SaaS solution and a customer network in the Financial Services market (buy side and sell side)
• Proven track record of exceeding targets
• Ability to listen actively, ask insightful questions, and uncover client needs
• Ability to cold call and prospect across a client base while building a pipeline
• Experience conducting product demonstrations in a value-based sales environment
• Experience hitting six-figure or seven-figure revenue targets on an annual basis
• Able to travel to clients on a regular basis

Responsibilities

• Partner with the global sales team to execute a strategic client growth plan across a shared revenue target
• Research opportunities, initiate discussions, prospect new teams, conduct demos, manage product trials, and close sales
• Develop strong internal relationships and marshal resources to deliver on revenue outcomes
• Coordinate with the team to forecast accurately and build pipeline to meet and exceed goals
• Work closely with the Product Specialist team during trials to ensure client engagement
• Gather and pass on information on market and client product needs to sales, product management, content, and product marketing teams