• This is a consultative, executive-level sales role focused on net-new client acquisition within investment banking and related private capital markets segments
• Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, focusing on expanding footprint into net-new accounts
• Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events)
• Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets
• Understand prospect buying behavior and tailor the sales process to guide prospects toward decision-making
• Engage senior stakeholders across new accounts, build organizational alignment, and demonstrate differentiated value
• Uncover key drivers of value for prospects and clearly articulate how solutions solve their business needs and deliver ROI
• Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements
• Leverage company resources (services, training, support, product) to build credibility and position new prospects for long-term success
• Develop, deliver, and present proposals that clearly define value creation and ROI for new clients
• Manage complex negotiations at the executive level, navigating multi-constituent sales processes to drive closure
• Achieve $1M+ in new subscription and services bookings annually, with an emphasis on new logo growth

Work arrangement/location: Role references New York City base pay range; responsibilities include in-person meetings and relationship-building activities

• Minimum 5+ years of experience in consultative, value-based selling with a proven track record of pursuing and winning net-new logos
• Experience in sales roles within investment banking or financial technology, preferably with a focus on investment banking firms
• Demonstrated experience engaging clients in a value-based sales process and managing complex, executive-level negotiations

S sales cycles and cross-functional selling that leverages services, training, support, and product teams

Highly motivated, positive, entrepreneurial mindset with ownership, intellectual curiosity, strong communication and presentation skills, and professional presence

• The role requires building and managing a pipeline of $1M+ opportunities, engaging senior stakeholders, driving complex negotiations, and achieving annual new subscription and services bookings targets

Proven ability to build and manage large deal pipelines and close $1M+ opportunities ## Compensation & Benefits

• Base pay range for New York City roles: $140,000 - $150,000
• Variable compensation and equity may also be included
• Professional development support, including reimbursement for training and continuing education
• Modern open offices with complimentary lunches and fully stocked kitchens

Comprehensive wellness programs, flexible time off, family-formation benefits, paid volunteer time off, and donation matching