Sales Manager
Core
Lead and develop a team of Account Executives to drive new customer acquisition for a financial technology platform managing private investments.
Role type
Sales Manager (Team Lead)
Builds
New ARR and a high-performance sales organization for financial services firms
Domain
Financial Technology / Private Investments
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team quota ownership, pipeline management, forecasting, coaching Account Executives, outbound prospecting strategy, deal execution, recruiting and onboarding, cross-functional partnership, consultative selling
Preferred skills
Experience in high-growth startups and scaled tech companies, sales into wealth management/family offices/PE, knowledge of Alternative Investments, MBA
Technologies
CRM tools, sales enablement platforms
Responsibilities
Own team quota and deliver new ARR, coach Account Executives on discovery and deal execution, run weekly pipeline reviews and deal strategy sessions, drive disciplined outbound motion, build relationships with investment advisors and institutions, recruit and onboard top talent, establish operating rhythms like forecast reviews and territory planning
Seniority
Mid-Senior, hands-on IC with team leadership