B2B Sales Specialist

About the position

Our client is looking for a confident and relationship-driven sales professional to help grow their client base in the investment industry.

You'll be responsible for developing new relationships, understanding client data challenges, and helping them explore how their platform can support their reporting and investment operations.

Their product is a powerful data platform used by asset managers to centralise, automate, and transform their reporting and investment processes. You'll work closely with their experienced implementation team of data engineers and analysts to shape client solutions and close high-value deals.

Key Responsibilities

• Identify and engage decision-makers (CIOs, CTOs, Heads of Data) at investment firms
• Establish trust quickly through discovery calls and relationship-building
• Understand client data and reporting challenges and match them with the product's capabilities
• Work with the implementation team to shape and present tailored solutions
• Manage a mix of long-lead enterprise opportunities and shorter sales cycles
• Maintain and grow your sales pipeline using the existing sales process, CRM, and playbook
• Refine and improve the sales process as needed

Technical Skills / Expertise

• 5-8 years of experience in B2B SaaS sales (preferably within financial or data-driven industries)
• Proven ability to close deals and meet sales targets
• Experience engaging senior technical/business stakeholders (CIOs, CTOs, Heads of Ops/Data)
• Comfortable working with data concepts and explaining technical products (engineering knowledge not required)

Desired Skills:

• SaaS
• B2B
• Sales
• Selling experience
• Product Demonstration
• Strategic Selling
• New Business Development
• Sales Development

Desired Work Experience:

• 5 to 10 years Representative / Sales Consulting