Key Responsibilities
• Act as a primary producer, managing and expanding sales opportunities
• Lead complex sales cycles with CIOs, PMs, analysts, and procurement teams.
• Demonstrate best‑in‑class sales behaviors—prospecting, positioning, objection handling, and closing—so the team can model successful approaches.
• Identify new business opportunities and emerging client needs within the institutional research ecosystem.
Client Engagement & Market Insight
• Represent the firm’s forensic research capabilities in client meetings, industry events, and strategic discussions.
• Translate client feedback into actionable insights for Research and Product teams.
• Maintain a deep understanding of market trends, competitive offerings, and how institutional investors use forensic research in their investment processes.
Mentorship & Team Development
• Serve as a hands‑on mentor to sales professionals, offering deal support, skill development, and real‑time coaching.
• Foster a collaborative environment where team members learn from shared experiences, client interactions, and best practices.
• Support hiring, onboarding, and ongoing development of sales talent
• Encourage a culture of curiosity, continuous learning, and client‑centric thinking.
Commercial Collaboration
• Partner with internal teams to refine product positioning, enhance client value, and support go‑to‑market initiatives.
• Contribute to forecasting and pipeline discussions
• Help shape commercial strategy through practical, client‑driven insights.
Skills, Knowledge and Expertise
• Strong track record selling into hedge funds, asset managers, and other sophisticated investors.
• Demonstrated success as a player‑coach—balancing personal production with mentoring and developing others, is preferred
• Exceptional communication skills and the ability to simplify complex research for senior investment audiences.
• Deep understanding of how forensic insights inform investment decisions.
• Comfortable in a fast‑moving, entrepreneurial environment where influence and collaboration matter more than hierarchy.
Benefits
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay (base + commission)
- 401K Match
