Sales Executive

Compensation and title will be commensurate with experience.

Scope and Key Responsibilities (Expectations):

• Achieve targeted quarterly and annual new net sales goals
• Develop strategic sales plan for allocated sales territory and/or strong sales pipeline for each allocated country and industry segment
• Lead client engagement, needs assessment, and solution pitches
• High-level contact with clients/prospects and other major industry participants
• Maintain accurate records regarding account visits, client conversations, finalized contracts
• Work seamlessly with other departments (Client service, Research, Product Management, Legal, Billing) to ensure that all client requests and inquiries are managed appropriately
• Proactively solicit client feedback regarding new initiatives and future product development while also providing feedback from clients to internal partners

Specific Knowledge/Skills

• Proven record of successfully building and maintaining new relationships with sophisticated investors.
• Strong experience selling complex investment products and services to new clients
• Thorough understanding of the capital markets in general and private capital in particular; knowledge of and ability to leverage the decision-making process of private capital investors.
• Proven institutional sales closing skills and demonstrable track record in business development
• Time management skills with the ability to handle multiple projects

Desired Experience AND Qualifications:

• Direct institutional sales experience in the asset management, financial services and/or fintech space.
• Strong understanding of financial markets and the investment process
• Strong software skills and overall technical aptitude including comfort with systems for the analysis, reporting, storage and measurement of data.
• Excellence in both individual achievement as well as teamwork with a diverse set of departments
• Strong communication and negotiations skills
• Undergraduate Degree Required; Graduate level and/or a CFA or CAIA would be Advantageous

Life at Burgiss

At Burgiss, you can expect:

• Competitive compensation packages
• 401(k) with employer match
• Multiple options for group medical, prescription, vision, and dental plans including FSA and HSA
• A corporate socially responsible company
• Tuition reimbursement
• Transit benefits
• Strong work-life balance
• Remote work opportunities

About Burgiss Group

Burgiss is a global, market-leading provider of data and analytics solutions for investors of private capital. With over 30 years of expertise in private markets, we offer unrivaled data, analytics and transparency that enable asset owners, asset managers and financial intermediaries to understand, evaluate and manage private capital portfolios. We partner with more than 1,000 firms in 32 countries, delivering data that represents over $7.8 trillion in private assets.

Burgiss is an Equal Opportunity Employer, providing equal employment and advancement opportunities to all individuals.