Enterprise Sales Director

Location Boston, Pittsburgh or remote US, East Coast Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.

As a member of the New Logo Sales Team, you will be responsible for promoting the Confluence suite of solutions within your territory. This will include the full suite of Confluence solutions across the investment lifecycle. Your target market will span across Asset Managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing and Product to develop and execute a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Business Development, this role is critical for expanding the Confluence business in the territory. You will be responsible for the assigned quota for new sales into new relationships/accounts.

Key Contributions

• Driving enterprise sales process for new clients from identification to proposal to negotiation to close within assigned territory
• Achieve sales goals through the prioritizing your activity and sales pipeline.
• Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions
• Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations
• Working hand in hand with Business Development Representatives (In regions where applicable)) and Marketing team to ensure a seamless transition from lead generation to sales close
• Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors
• Leveraging Salesforce.com to effectively capture all important insights, notes, and context from in-person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline
• Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses
• Utilize industry and third party relationships to build pipeline and, in conjunction with Marketing activities, continue to expand Confluence’s reach within the market.

• Ability to network and build relationships with senior leaders at top global asset managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners
• Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns
• Strong written and oral communication, presentation, and organizational skills.
• In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills
• Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services
• Ability to work well and creatively under pressure and with deadlines
• Strong ability to learn new business, data and technology concepts
• Background in Financial Technology Sales.
• Understand Miller Heiman or comparable sales management methodology

• Bachelor's Degree from an Accredited University or equivalent industry experience
• 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions
• Experience within New Client / New Logo sales.
• Experience using Salesforce, Teams, Outlook, LinkedIn