CareerPlan

Sales Specialist - Managed Business Services

New York, USFull-time$130k–$180k2026-05-27 → 2026-11-11
Hybrid

Core

Enable the MBS Sales Manager for the Americas by supporting opportunity development across the full sales lifecycle, from target identification to pipeline progression.

Role type

Sales Specialist (Managed Business Services)

Builds

SimCorp's Managed Business Services offering for investment and asset managers

Domain

FinTech / Investment Management

Required skills

consultative solution-selling, RFI/RFP coordination, client meeting preparation, Salesforce CRM management, market intelligence monitoring, pricing and deal approval support

Preferred skills

buy-side middle/back-office experience, capital markets knowledge, investment operations knowledge, PowerPoint/Excel proficiency, French or German language skills

Technologies

Salesforce, PowerPoint, Excel

Responsibilities

Collaborate with client management and BDRs for effective outreach; Identify and qualify new business opportunities; Coordinate RFI and RFP responses; Lead preparation for high-impact client meetings; Manage professional follow-up to ensure momentum; Support internal governance activities like pricing and deal approvals; Maintain high-quality CRM data; Monitor industry developments; Partner with Sales and Marketing for consistent messaging; Provide feedback on marketing campaigns; Coordinate with Sales Managers on MBS opportunities.

Seniority

Mid-level, individual contributor with clear pathway to Sales Manager