Sales Specialist

Hoboken, USA
Dec 16, 2020
Dec 18, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
We are looking for a highly skilled, motivated, and service-oriented individual to join our sales team, focusing on selected segments within the institutional investor community. Travel will be required within the designated sales territory to meet with clients/prospects regarding new products as well as enhancements to existing products. The role entails positioning and closing sales with prospective clients, and upselling existing clients. Sales Specialists leverage their in-depth knowledge of the investment management process to identify needs, opportunities and selling our value proposition.

This role is highly visible, with involvement in all aspects of an account, including senior level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. In this role, individuals will work very closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations. Compensation and title will be commensurate with experience.

Scope of Responsibility /Expectation:
  • Achieve targeted quarterly and annual new net sales goals
  • Develop strategic sales plan for allocated sales territory
  • Develop 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
  • Address client inquiries regarding products and solutions
  • 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
  • Provide feedback from clients to Marketing, Sales, Research and Product Development groups

Specific Knowledge/Skills
  • Proven record of successfully building and maintaining new relationships with sophisticated investors.
  • Proven record of selling new products and services to new clients and closing sales.
  • 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 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 preferred
  • CAIA or CFA, or commitment to earn designation.
  • Excellence in spoken and written English is required

About Burgiss

Burgiss is a global provider of investment decision support tools for the private capital market. Our tools are software applications for portfolio monitoring and reporting, performance measurement and benchmarking, cash flow forecasting, document management, investor administration and exposure analysis; investment services, such as holdings and fundamentals transparency, portfolio reporting, data management and research, including model validation and simulations; and data and analytics, such as benchmarks, performance, risk and behavioral data on the private capital market.

With the world's largest research-quality private capital data set, Burgiss provides essential data and analytics for thoughtful investors. Every day, our investment management platform helps professionals get illuminating insights that lead to more informed decisions. With singular focus on private capital for over three decades, Burgiss has set standards for the entire industry. The Burgiss team operates out of offices in the U.S., Europe, and South Africa, with headquarters in Hoboken, New Jersey.

We Offer
  • Competitive starting salaries
  • Opportunities for growth
  • Great environment with strong leadership support
  • Paid on the job training
  • Group medical, prescription, vision and dental plans
  • 401 (k) retirement plan with employer match
  • Tuition reimbursement opportunities
  • Paid Holidays
  • Paid time off

Burgiss Group Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, or any other characteristic protected by law.

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