Sales Director - Fintech/SaaS Sales


Firm Description: 

PivotalPath is a hedge fund intelligence organization built by a team of experienced allocators and technologists. The firm’s research portal, PivotalBase, evaluates managers through an allocator’s lens, providing transparency and intelligence through:

  • Predictive ratings on 1,700+ funds, accounting for over 90% of global hedge fund assets

  • Industry-changing proprietary benchmarks, indicators and hedge fund scorecards

  • Timestamped, structured and insightful manager meeting notes

  • Robust commentary on industry trends and dynamics

  • Customizable analytical tools

The firm's clients, including endowments, foundations, pensions, wealth and asset managers, collectively representing over $75B in hedge fund assets, leverage PivotalPath's insights to better source, evaluate and monitor their hedge fund portfolios.

PivotalPath's intelligence empowers institutional investors to answer the critical question – is this manager really doing something worth paying for?

Job Summary 

We are seeking a highly motivated, proven sales executive who is passionate about providing innovation and value to institutional investors. This is an exciting opportunity for the right individual to get in on the ground floor (of a $75B+ platform). This successful individual will be responsible for selling PivotalPath's product line to institutional investors including wealth managers, university endowments, asset managers, public and private pensions and foundations. The ideal candidate is an outgoing, smart, personable and energetic professional who thrives on accomplishment, expert in cold-calling/pitching prospects, responding to marketing leads, leveraging existing contacts and tapping PivotalPath's client base. 

Principal Responsibilities

  1. Develop and execute on sales strategies within PivotalPath’s target markets

  2. Meet and exceed monthly, quarterly and annual revenue targets

  3. Sell the value of PivotalPath’s products to prospects by articulating how solutions meet their needs and improve their investments/businesses

  4. Deliver high-quality customer service, including new customer onboarding, and client retention through client visits and trainings

  5. Build and maintain a strong sales pipeline

  6. Identity and cultivate new markets and opportunities

  7. Provide weekly updates to executive leadership and regular usage reports upon request

  8. Stay informed about financial markets and hedge funds role therein, establishing credibility with clients by understanding their business


  1. Minimum of 3 years’ experience in a financial-services, and/or technology-based sales role or similar position

  2. Experience selling data and/or content preferred

  3. Process and data driven, while being supported by one of the best data-driven companies

  4. History of success in short sales cycle execution, with a strong understanding of business relationship dynamics

  5. Strong problem-solving abilities, negotiation and closing skills

  6. Clear and concise communication and presentation skills

  7. Strong understanding of financial markets

  8. Firm grasp of leading sales methodologies and comfort in using appropriate sales tools including, LinkedIn, HubSpot, Zoom etc.

  9. Strong academic credentials including a Bachelor’s degree in Finance, Economics, Business, Marketing, etc.

Personal Characteristics

  1. Passionate about sales and technology

  2. Personable with outstanding relationship and presentation skills

  3. Possession of a “hunter” mentality with a systematic, disciplined, and insightful approach to sales

  4. High energy with a penchant for action and a drive for results

  5. Creative - always striving for unique ways to grab the investor community's attention

  6. Confident and collaborative - a mix of both is required to work effectively within a culture of high expectations alongside a collegial team

We Want Someone:

  1. Interested in accelerating your career at a highly innovative, intelligent FinTech company that is dramatically changing the multi-trillion dollar hedge fund industry

  2. Who wants to build a sales career within a successful, fast-paced organization where you are supported and given the responsibility to deliver growth

Compensation & Benefits

  1. Competitive salary and bonus and potential equity

  2. PivotalPath offers a full range of benefits which include medical, dental and vision, etc

SALESAbigail Corcoran