Sales Team Lead - Investment Technology AI

Overview

SALES TEAM LEAD needed at one of our investment technology AI clients! Hybrid in NYC only. Base $175k - $200k x2 OTE. Must have 7 - 15 years of experience selling SaaS to private equity/credit and ideally investment banking firms and 2 - 5 years of SaaS sales management or player/coach experience. This is a pure leadership role and you will only carry a team quota.

Great opportunity for an up and coming sales leader! Not looking for CROs or Global Heads of Sales types.

• Lead, motivate, and nurture a team of sales professionals to overachieve on revenue targets
• Drive sales initiatives and coverage model across designated teams through point-of sale coaching and real time feedback
• Guide team account strategy and execution plans
• Support teams in career growth and developmental opportunities
• Analyze and interpret data to establish trends and drive calculated sales behavior
• Work directly with team to ensure key performance metrics and goals are achieved
• Partner with Sales Engineers and BDRs to support the development and delivery of sales training programs, including new hire on-boarding, continuous learning, product training, and skills workshops
• Complete weekly pipeline forecasting, identifying all risks to the firm's bottom line
• Work closely with Finance during compensation and incentive planning periods
• Negotiate pricing, terms, and conditions with clients to close sales effectively
• Write and deliver year end reviews
• Interview and evaluate potential new hires
• Partner with other business units to drive adoption in key accounts
• Collaborate with other departments, such as the company’s client success and product teams, to enhance the customer experience
• Stay updated on industry trends, product knowledge, and sales techniques

• 2+ years of proven experience as a Sales Manager or Player/Coach in the investment technology industry
• 10+ years experience selling SaaS products to private markets, hedge fund, or investment banking clients
• Experience motivating team members, and or individuals, to achieve performance goals in either a direct leadership capacity or peer capacity
• Demonstrate strong leadership, communication and relationship building skills
• Proven ability to work cross-functionally to promote collaboration and transparency across the organization
• Strong problem-solving skills with ability to think calmly and creatively under pressure
• A bachelor s degree in business, marketing, or a related field is required, supporting strategic thinking and effective communication in sales management