Job description

Location Boston, Pittsburgh or remote US, East Coast Why Confluence? At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence. As a member of the New Logo Sales Team, you will be responsible for promoting the Confluence suite of solutions within your territory. This will include the full suite of Confluence solutions across the investment lifecycle. Your target market will span across Asset Managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing and Product to develop and execute a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Business Development, this role is critical for expanding the Confluence business in the territory. You will be responsible for the assigned quota for new sales into new relationships/accounts. Key Contributions • Driving enterprise sales process for new clients from identification to proposal to negotiation to close within assigned territory • Achieve sales goals through the prioritizing your activity and sales pipeline. • Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions • Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations • Working hand in hand with Business Development Representatives (In regions where applicable)) and Marketing team to ensure a seamless transition from lead generation to sales close • Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors • Leveraging Salesforce.com to effectively capture all important insights, notes, and context from in-person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline • Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses • Utilize industry and third party relationships to build pipeline and, in conjunction with Marketing activities, continue to expand Confluence’s reach within the market. More about the role & team • Ability to network and build relationships with senior leaders at top global asset managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners • Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills. • In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services • Ability to work well and creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Background in Financial Technology Sales. • Understand Miller Heiman or comparable sales management methodology What skills and experience do I need to succeed? • Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions • Experience within New Client / New Logo sales. • Experience using Salesforce, Teams, Outlook, LinkedIn What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: 🕚 Generous Time Off packages including additional half days with each public holiday in your location. 🌎 Global Career Development opportunities 🎊 Social Events 💵 Referral Bonus scheme - Upto $3,000 per successful referral 🚀 Plus many more! More about the Location We offer flexible working options for all employees. #LI-Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today. If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com . AI Use In Interviews To ensure a fair and consistent assessment for all candidates, we ask that you do not use AI tools, external assistance or prepared real time prompts during ta screening call or interview unless we have specifically advised that these are permitted. The interview is designed to assess your own experience, thought process and communication skills. If AI use is permitted as part of an exercise, we will clearly explain this beforehand. Pre-Employment Screening Disclaimer As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening. Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.

Requirements

Must-haves

Location Boston, Pittsburgh or remote US, East Coast
Why Confluence?
Key Contributions
Driving enterprise sales process for new clients from identification to proposal to negotiation to close within assigned territory
Achieve sales goals through the prioritizing your activity and sales pipeline.
Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions
Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations
Working hand in hand with Business Development Representatives (In regions where applicable)) and Marketing team to ensure a seamless transition from lead generation to sales close
Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors
Leveraging Salesforce.com to effectively capture all important insights, notes, and context from in-person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline
Utilize industry and third party relationships to build pipeline and, in conjunction with Marketing activities, continue to expand Confluence’s reach within the market.
More about the role & team
Ability to network and build relationships with senior leaders at top global asset managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners
Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns
Strong written and oral communication, presentation, and organizational skills.
In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills
Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services
Ability to work well and creatively under pressure and with deadlines
Strong ability to learn new business, data and technology concepts
Background in Financial Technology Sales.
Understand Miller Heiman or comparable sales management methodology
What skills and experience do I need to succeed?
Bachelor's Degree from an Accredited University or equivalent industry experience

Nice-to-haves

Referral Bonus scheme - Upto $3,000 per successful referral

Application prep

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Platform: pinpoint
Effort: medium

Benefits

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