Sales Executive - NYC

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by Credit Suisse Asset Management's NEXT Investors, our customers benefit from our 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.

As a Software Sales Executive, you will quickly become familiar with the firm’s technology platforms and Managed Service Provider (MSP – public cloud infrastructure/outsourced IT) offerings and become proficient in articulating their advantages and how they create value. You will also lead efforts through consultative selling with a primary focus on new accounts: sourcing new business, building executive relationships, delivering presentations and proposals, and closing new business.

What you’ll do:

• Prospect and build a pipeline of opportunities, drive conversations with new prospects and establish relationships
• Run campaigns, perform product demonstrations and presentations
• Perform full-cycle sales activities to meet and exceed new business revenue goals
• Collaborate to achieve targets for the year
• Represent the firm at relevant industry events and conferences
• Monitor and communicate competitor activity throughout the market, identifying key strengths and weaknesses
• Provide feedback to the Corporate Marketing team on product positioning, marketing materials, and industry trends
• Key skills: Buy-side, asset managers, hedge funds, SaaS, fintech

Requirements

• Successful sales experience (quota track record) with relevant fintech solutions and services which includes Order and Portfolio Management, Datawarehouse and reporting, and Managed Service Providers (outsourced IT/public cloud migrations)
• Buy-side financial technology services sales background into hedge funds/alternatives and traditional asset managers
• Experience with targeting credit funds is a plus
• Excellent presentation, communication, interpersonal, and organizational skills
• Proven leadership skills and sales success (quota track record)
• Ability to generate new business through prospecting
• Ability to gain access and interact with C-level executives
• BA/degree; (or equivalent) preferred

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, hybrid
• Competitive salary
• Medical insurance and 401k packages
• PTO and sick leave
• PPO and EPO plans
• Professional development and training
• Discretionary performance bonu