Overview
On Site
$140000
Full Time
Job Details
*This job requires authorization to work in the US*
Position Title: Sales Manager
Position Summary:
The Sales Manager is responsible for guiding prospects through the entire sales process—from initial inquiry to contract signing—and ensuring a smooth transition to the implementation team. The ideal candidate will have a strong network within institutional investing, fund management, and family office environments.
Key Responsibilities:
- Build strategic partnerships with prospects to enhance brand awareness and engagement.
- Manage the full sales cycle, from initial contact to contract execution.
- Collaborate with product development, engineering, and client service teams to support the sales process.
- Maintain accurate and up-to-date records in the CRM system, including notes from prospect interactions.
- While lead generation may occur, it is not a primary focus of this role.
- Work toward achieving individual and team sales targets.
- Cultivate relationships with key intermediaries in the industry.
- Occasionally lead internal seminars or workshops to improve sales team effectiveness.
Qualifications:
Knowledge & Expertise:
- Deep understanding of the company’s products and services.
- Ability to deliver initial product demonstrations independently.
- Proven experience working with capital markets, institutional investors, and family offices.
- Strong familiarity with family office structures, general partners (GPs), private equity (PE), and fund markets.
- Awareness of competitive offerings and market trends.
- Excellent interpersonal and customer service skills.
- Creative problem-solving abilities.
- Patience and professionalism when working with hesitant or frustrated clients.
Experience:
- 3 to 8 years of experience in a sales role, preferably within financial services or fintech.
Education:
- Bachelor’s degree in Finance, Economics, or a related field, or equivalent professional experience.
Skills & Attributes:
- Collaborative team player who thrives in both strategic and hands-on environments.
- Strong appreciation for a team-oriented culture.
- Ability to handle sensitive information with discretion.
- Analytical mindset with the ability to develop innovative solutions to complex challenges.
- Excellent communication and coaching skills, with the ability to engage effectively across all levels of an organization.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.