Sales Director
3 weeks ago
Director of Sales – Financial Sector
Company:
A leading wealth tech solution that transforms complex wealth information into usable and sortable data. Track assets, automate tasks, and enhances client experience. Can pull reports from fund portals and extract data instantly into the platform.
Location: Miami, Florida
Key Responsibilities
•Develop and execute sales plans to achieve sales targets and partner with customers to deeply understand and satisfy their business needs.
•Maintain an in-depth understanding of the financial market and client focus and requirements.
•Leads creation, first customers engagements.
•End-to-end sales cycle accounts management.
•Collaborate with Marketing, Product, R&D and Customer Success to develop a sustainable “value proposition” to drive sales results.
•Educate customers about the company’s solution and added value.
•Monitor customer and competitor activity and provide feedback to the leadership team.
•Occasionally assist marketing teams on required collaterals, marketing activities and launches.
•Position the Company, its products and services in the marketplace vis-a-vis competitors, with customers and partners.
•Travel commitment- approximately 30% of time.
Desired Skills & Experience
•Experience in selling software solutions to wealth management and associated sector. s)
•Experience selling into the family office, wealth management and professional services arena.
•Experience in financial analytics.
•Proven experience in successfully managing all sales cycle, meeting /exceeding targets, plus strong selling and closing abilities.
•Prior early-stage companies experience- advantage.
•Personal characteristics: Business driven, initiator, with excellent communications skills, results driven, Independent, reliable, sharp, creative, hard worker, highly organized, open minded, fast learner, do-more must-win approach.
•Must be hands-on and self-disciplined.
The Product:
Platform that aggregates and synthesizes all types of assets, from liquid investments to complex alternatives, to provide a full view of wealth. It offers reports, dashboards, automation, integration, and security features for family offices, wealth managers, and professional service firms.
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