Job Description

SUMMARY:
My client is seeking a confident, relationship-driven SaaS Sales Executive to help expand their footprint in the investment industry. This fully remote role offers an exciting opportunity to join a growing company that provides a powerful data platform designed to streamline and transform investment reporting and operations.
POSITION INFO:
In this role, you'll take ownership of developing new business relationships, understanding client data challenges, and guiding prospective clients through how the platform can support their operational goals. You'll work alongside a highly experienced implementation team of data engineers and analysts to deliver tailored solutions and close high-value deals.
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Key Responsibilities

• Identify and engage senior decision-makers (CIOs, CTOs, Heads of Data) at investment firms.
• Build trust and rapport quickly through effective discovery and consultative selling.
• Understand client pain points around data and reporting, and map these to platform capabilities.
• Collaborate with the implementation team to design and present customized solutions.
• Manage a portfolio of long-lead enterprise opportunities as well as shorter sales cycles.
• Maintain and grow your sales pipeline using a structured sales process and CRM tools.
• Ensure seamless handover to implementation by clearly communicating client requirements and expectations.
• Provide strategic feedback on market trends, competitor activity, and sales opportunities.

• 5-8 years of B2B SaaS sales experience, ideally within financial services or data-focused industries.
• A consistent track record of meeting or exceeding sales targets.
• Experience selling to senior technical and business stakeholders.
• Strong consultative selling approach, with excellent listening and discovery skills.
• Comfortable discussing technical products and data concepts (technical background not required).
• Ability to build strong relationships across internal teams and client organizations.
• Familiarity with tools driven by Excel or APIs is a plus.
• Bonus: Experience or a strong network in the investment or asset management sector.

• This position reports directly to the