Sales Specialist, Risk Intelligence
Core
Prospecting for new clients (wealth managers, PE, VC) and developing repeat due diligence business opportunities with financial institutions.
Role type
Senior Associate Sales Specialist (Risk Intelligence)
Builds
New and repeat due diligence business opportunities for financial institutions
Domain
Financial markets / Risk and Compliance
Deliverable
product features
Required skills
Outbound lead generation, Prospecting, Client presentations, Pipeline forecasting, Quota delivery, Relationship building
Preferred skills
Risk and Compliance understanding, Entrepreneurial mindset, Pipeline hygiene management
Responsibilities
Identify logos for new business opportunities within defined sectors, Utilize targeted emails/DM/LinkedIn to accelerate prospect meetings, Conduct high volume prospect and client calls, Increase due diligence repeat orders from existing book of business, Deliver customer presentations and demonstrations, Ensure accurate pipeline forecasts