Overview
We’re looking for a confident and relationship-driven SaaS Sales Executive to join our team. In this role, you’ll be instrumental in growing our client base within the investment industry. You’ll engage directly with decision-makers at investment firms, uncover their data challenges, and showcase how our platform can elevate our clients' reporting and investment operations.
Responsibilities
Identify and engage decision-makers at investment firms such as CIOs, CTOs, and Heads of Data.
Build trust through discovery calls and relationship-building.
Understand client data and reporting challenges and align them with our product’s capabilities.
Collaborate with the implementation team to develop and present tailored solutions.
Manage a mix of long-lead enterprise opportunities and shorter sales cycles.
Maintain and grow the sales pipeline using our existing sales process, CRM, and proven playbook.
Facilitate smooth introductions and knowledge transfer to the implementation team.
Provide internal feedback on competitors, threats, and opportunities encountered.
Qualifications
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.
Strong listening and questioning skills.
Confidence working with data concepts and technical products.
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.
Day-to-day
The candidate will report to the Director, and the position is 100% remote.
The interview process will involve a structured yet conversational approach to assess the candidate's fit for the role and the company.
If you are a confident and experienced sales professional with a passion for driving business growth, we encourage you to apply and be part of this dynamic team.