Sales Specialist, Risk Intelligence
Core
Prospecting for new clients (wealth managers, PE, VC firms) and developing due diligence business opportunities with financial institutions.
Role type
Senior Associate Sales Specialist
Builds
New and repeat due diligence business opportunities
Domain
Financial markets infrastructure and data
Deliverable
product features
Required skills
Outbound lead generation, quota delivery, client prospecting, due diligence sales, financial institution engagement, pipeline forecasting
Preferred skills
Risk and compliance understanding, rapport building, entrepreneurial mindset
Technologies
LinkedIn, professional platforms
Responsibilities
Identify logos for new business opportunities, utilize targeted outreach to accelerate meetings, conduct high-volume prospect and client calls, increase repeat orders from existing clients, deliver customer presentations and demonstrations
Seniority
Senior Associate