Sales Director - Fintech/SaaS Sales
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?
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.
Develop and execute on sales strategies within PivotalPath’s target markets
Meet and exceed monthly, quarterly and annual revenue targets
Sell the value of PivotalPath’s products to prospects by articulating how solutions meet their needs and improve their investments/businesses
Deliver high-quality customer service, including new customer onboarding, and client retention through client visits and trainings
Build and maintain a strong sales pipeline
Identity and cultivate new markets and opportunities
Provide weekly updates to executive leadership and regular usage reports upon request
Stay informed about financial markets and hedge funds role therein, establishing credibility with clients by understanding their business
Minimum of 3 years’ experience in a financial-services, and/or technology-based sales role or similar position
Experience selling data and/or content preferred
Process and data driven, while being supported by one of the best data-driven companies
History of success in short sales cycle execution, with a strong understanding of business relationship dynamics
Strong problem-solving abilities, negotiation and closing skills
Clear and concise communication and presentation skills
Strong understanding of financial markets
Firm grasp of leading sales methodologies and comfort in using appropriate sales tools including SalesForce.com, LinkedIn, HubSpot, Zoom etc.
Strong academic credentials including a Bachelor’s degree in Finance, Economics, Business, Marketing, etc.
Passionate about sales and technology
Personable with outstanding relationship and presentation skills
Possession of a “hunter” mentality with a systematic, disciplined, and insightful approach to sales
High energy with a penchant for action and a drive for results
Creative - always striving for unique ways to grab the investor community's attention
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:
Interested in accelerating your career at a highly innovative, intelligent FinTech company that is dramatically changing the multi-trillion dollar hedge fund industry
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
Competitive salary and bonus and potential equity
PivotalPath offers a full range of benefits which include medical, dental and vision, etc