Sales Associate - NYC based

Portfolio BI(PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, our clients benefit from integrated platforms, local technological expertise, and seasoned financial experts.

We are an asset management technologist, and we provide a fully managed cloud platform for hedge funds, with on-demand trading, research and corporate technology, as well as connectivity to market data providers, brokers, and exchanges. Our vision is to drive agile transformation across financial services through public cloud technologies, SaaS and data science.

We are committed to developing our team as we grow by offering a variety of opportunities to increase knowledge, build skills, and take charge of your career.

Job summary:

Portfolio BI is looking for a driven technical Sales Associate to join our dynamic team. Your responsibilities will include establishing the needs of the customer and recommending and demonstrating products.

To be a successful Sales Associate you should be able to develop an excellent rapport with your existing customers and source new clients.

Responsibilities:

• Make outgoing calls to develop new business
• Contact prospects to qualify leads
• Establishing the needs of the customer and suggesting appropriate products
• Direct email marketing to key clients and prospects
• Explaining complex information to customers in a way that is easily understandable.
• Keeping customers informed about new technological products
• Participate in the preparation of proposals and / or sales presentations
• Ensuring that sales targets are consistently met
• Reporting to management about sales made
• Updating records of customer communications and contact information

Requirements

• A minimum of 2 years of fintech sales experience
• Strong interpersonal and communication skills
• The ability to identify and follow up on leads
• Exceptional skills in selling products and closing deals
• Knowledge of sales promotion techniques
• Excellent presentation skills and a professional appearance
• Bachelor’s degree in related field is a plus

Benefits

You would be part of an international team of people from all over the globe, working on the latest technology and at the forefront of automation and innovation.

We offer:

• Flexible working
• Working remotely from home
• Competitive salary
• PTO and sick leave days
• Medical insurance and 401k packages
• PPO and EPO plans
• Professional development and training
• Discretionary performance bonus
• ...and the list goes on!