Job description

Job Summary: We are seeking a Sr Business Development with strong experience selling SaaS, data platforms, or consultative technology solutions into investment firms, private equity (PE). This role is responsible for both new Sr Business Development and ongoing account management, ensuring long-term growth and strong client relationships across the investment ecosystem. Our platform supports investment research, due diligence, competitive intelligence, portfolio monitoring, and eDiscovery/response needs across the full deal lifecycle. You will work closely with senior financial stakeholders to understand their workflows and position our solutions as essential to their operational and competitive advantage. Viable candidates must be willing to work onsite at iQuery's headquarters in Palm Harbor, Florida. Key Responsibilities: New Business Development (Investment Sector Focus) • Hunt and develop new relationships within PE, hedge funds, investment banks, family offices, and asset managers. • Qualify prospects across deal teams, diligence groups, operating partners, legal, compliance, and research functions. • Engage senior decision-makers (partners, MDs, CIOs, CDOs, and research leaders) to understand needs and solution fit. Account Management & Client Growth • Serve as the primary relationship owner for key accounts, driving renewals, expansions, and long-term retention. • Understand evolving client needs, investment priorities, and internal workflows to proactively identify upsell opportunities. • Conduct regular business reviews and strategy sessions with current clients to reinforce value and adoption. • Coordinate with technical, product, and research teams to ensure seamless onboarding and high client satisfaction. Consultative, Value-Based Selling • Lead discovery efforts to understand client challenges related to deal flow, diligence speed, research accuracy, compliance, and competitive intelligence. • Position our solutions via a consultative sales approach focused on measurable ROI, workflow impact, and risk mitigation. • Collaborate with technical specialists to deliver tailored demos and proof-of-concept presentations. Marketing Collaboration & Thought Leadership • Partner with marketing to shape sector-specific campaigns, messaging, webinars, whitepapers, and outreach strategies. • Provide field intelligence to refine product positioning, competitive insights, and content strategy for the PE/Investment market. • Contribute to market-facing materials (case studies, value narratives, investment insights) to support brand awareness and lead generation. • Utilize social selling and content engagement on LinkedIn and other channels to elevate visibility and build credibility. Pipeline Management & Revenue Execution • Own and manage a full sales pipeline across early-stage outreach, qualification, demos, negotiation, and close. • Maintain accurate forecasting and reporting, understanding long deal cycles and multi-stakeholder decision structures typical of investment firms. • Maximize meetings and revenue performance through phone, email, social outreach, events, and targeted marketing activities. Communication, Storytelling & Professionalism • Craft compelling narratives tailored to financial professionals, connecting product capabilities to investment outcomes and operational efficiency. • Translate complex technical or data concepts into concise, high-value messaging. • Collaborate closely with internal teams to ensure alignment throughout the sales cycle and during account handoff. Operational & Organizational Excellence • Manage multiple conversations simultaneously with precision and strong follow-through. • Prioritize tasks efficiently while maintaining exceptional service and responsiveness. • Contribute to a culture of accountability, teamwork, and continuous improvement. Requirements Work Experience / Knowledge: • The ideal candidate must have at least 5–7+ years of successful SaaS, data, or enterprise technology sales to PE, asset management, or investment professionals. • Demonstrated success in both new business development and account management within a sophisticated B2B environment. • Strong awareness of investment workflows, diligence processes, research needs, and regulatory/compliance drivers. • Ability to collaborate with marketing and contribute to campaign development, content direction, and go-to-market strategy. • A strategic, self-motivated approach to building and managing a revenue-generating pipeline. • Excellent communication, storytelling, and relationship-building capabilities. • High energy, resilience, and motivation to exceed performance expectations. • A collaborative mindset, working closely with business development, marketing, product, and technical teams. Special Requirements: • Ability to travel to client sites and conferences Equal Opportunity Employer. M/F/D/V

Requirements

Must-haves

Viable candidates must be willing to work onsite at iQuery's headquarters in Palm Harbor, Florida.
New Business Development (Investment Sector Focus)
Hunt and develop new relationships within PE, hedge funds, investment banks, family offices, and asset managers.
Qualify prospects across deal teams, diligence groups, operating partners, legal, compliance, and research functions.
Engage senior decision-makers (partners, MDs, CIOs, CDOs, and research leaders) to understand needs and solution fit.
Account Management & Client Growth
Serve as the primary relationship owner for key accounts, driving renewals, expansions, and long-term retention.
Understand evolving client needs, investment priorities, and internal workflows to proactively identify upsell opportunities.
Conduct regular business reviews and strategy sessions with current clients to reinforce value and adoption.
Coordinate with technical, product, and research teams to ensure seamless onboarding and high client satisfaction.
Consultative, Value-Based Selling
Lead discovery efforts to understand client challenges related to deal flow, diligence speed, research accuracy, compliance, and competitive intelligence.
Position our solutions via a consultative sales approach focused on measurable ROI, workflow impact, and risk mitigation.
Collaborate with technical specialists to deliver tailored demos and proof-of-concept presentations.
Marketing Collaboration & Thought Leadership
Partner with marketing to shape sector-specific campaigns, messaging, webinars, whitepapers, and outreach strategies.
Provide field intelligence to refine product positioning, competitive insights, and content strategy for the PE/Investment market.
Contribute to market-facing materials (case studies, value narratives, investment insights) to support brand awareness and lead generation.
Utilize social selling and content engagement on LinkedIn and other channels to elevate visibility and build credibility.
Pipeline Management & Revenue Execution
Own and manage a full sales pipeline across early-stage outreach, qualification, demos, negotiation, and close.
Maintain accurate forecasting and reporting, understanding long deal cycles and multi-stakeholder decision structures typical of investment firms.
Maximize meetings and revenue performance through phone, email, social outreach, events, and targeted marketing activities.
Communication, Storytelling & Professionalism

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: paylocity
Effort: medium