Inbound is a Head Start, Not a Crutch : We have incredible inbound momentum, but you’ll treat it as a privilege. You will proactively hunt, build your own ecosystem, and treat your territory like a private franchise.
Complexity is the Moat : This isn't transactional SaaS. You will navigate high-stakes environments, multi-threading deals across Investment, Ops, and Compliance teams who demand both technical fluency and executive presence.
Control the Variables : You own the sharpness of your demo, the depth of your discovery, and the rigor of your follow-up. We provide the platform; you provide the discipline and the "close" mentality.
Execute the Full Cycle : Manage the journey from initial discovery to final signature with high velocity and precision.
Engineer the Discovery : Go beyond surface-level pain points to understand the underlying data and workflow challenges of sophisticated asset managers and allocators.
Deliver Elite Demos : Conduct sharp, tailored, and product-fluent demonstrations that move the needle from "interesting" to "essential."
Multi-thread Strategically : Navigate the complex buying committees of financial institutions, building consensus across stakeholders.
Own the Technical Narrative : Position AI and automation not as buzzwords, but as strategic moats that solve specific insights, scale, and accuracy problems.
Maintain Operational Rigor : Execute with high CRM hygiene and forecasting accuracy-treating sales as a science, not just an art.
4-8 years of B2B SaaS experience: Ideally selling into financial services, asset management, or complex regulated industries.
The "Hunter" DNA: A proven track record of self-sourcing a significant portion of your pipeline while managing a healthy inbound flow.
High Technical IQ: The ability to explain how AI impacts a client’s specific workflow with confidence.