Senior Associate, Strategic Growth, Financial Services

About the Role:

We are looking for an entrepreneurial, driven, and accomplished Strategic Associate Account Executive, focused on assisting execute an enterprise growth strategy in partnership with a global sales team devoted to our largest global client relationships in the Financial Services market. This is an opportunity to join a high-growth company and sell an award-winning product that is rapidly getting adopted across the market internationally, and this person will be able to make a significant contribution to the companys growth and future success.

Who You Are:

• 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; we maintain a team of top sales performers and a great winning culture. Reputation for consistently delivering results and setting the example for work ethic, initiative, enthusiasm, and commitment.
• Ability to listen actively, ask insightful questions, and uncover the real needs of the client, becoming a trusted partner. Use your knowledge of the industry, competitive environment, and client experiences to identify trends and stay ahead of customer needs.
• Partner with the global sales team to help execute a strategic client growth plan with the global sales team for your book of accounts across a shared revenue target.
• Able to cold call and prospect across a client base while building a pipeline.
• Partner with our Global Customer Success, Sales Development and Product Specialist teams to deliver strong growth across a defined client base.
• Conduct product demonstrations in a value-based sales environment.
• Quick learner and able to implement feedback effectively.
• An energetic and creative individual, possessing natural curiosity with the ability to learn quickly. Must have a strong work ethic.
• Strong ability to develop rapport with new people, and to maintain relationships, combined with a positive, outgoing personality.
• Outstanding communicator, whether in presentations or casual conversations, and can convey value propositions clearly across all levels of an organization.
• Able to distill and explain complex issues in simple terms.
• Experience hitting six-figure or seven-figure revenue targets on an annual basis.
• Able to travel to clients on a regular basis.

What Youll Do:

• Partner with the global sales team to help execute a strategic client growth plan with the global sales team for your book of accounts across a shared revenue target.
• This role is focused on upselling existing client relationships, requiring you to research opportunities, initiate discussions, prospect new teams, conduct demos, manage product trials, and close sales.
• Develop strong internal relationships, garnering buy in from those you partner with and marshaling resources to deliver on revenue outcomes.
• Coordinate with your team to forecast accurately and develop the necessary pipeline to meet and exceed goals.
• Work closely with our 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 to help us continually enhance our products.