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Sales Executive

Sales Consultant – (Manhattan location; Risk SaaS firm where we placed the head of sales and one of the top Client Service pros; product described by clients as the Apple of the Risk space for its simplicity and usability; a hunter who can open doors and get client meetings required; on plan total compensation is 160k with no limit to upside) 


Since the financial crisis of 2008, the Risk Management industry has been experiencing explosive growth!  Investors are demanding that investment professionals have solid risk infrastructure in place as a condition of their investment.  Regulatory authorities around the globe are requiring unprecedented risk transparency reporting.  All of this has fueled our Client's growth in an ‘on fire’ industry.

Our Client has a very supportive and collaborative environment.  We sell and celebrate as a team.  We’ve applied the AgileTM methodology to everything we do (product development, testing, client servicing and sales) making us one of the most efficient and professional small companies (25 employees) where we analyze ~$500B in Client assets every day.

You will be working for an industry veteran with over 25 years of experience in developing and managing successful sales teams.  He is committed to your personal and professional development with unlimited coaching and training to ensure your success.  And, as a member of the senior management team he will make certain that your voice is heard while planning and delivering our Client's business strategy. 


  • Hunt for new Client so you will acquire at least one new Client per month.  
  • Make sales contacts, research customer needs in an effective manner by working with our Marketing team to determine strategies & goals for each product and service; obtaining & coordinating data & information from staff; researching and developing lists of potential customers within first 90 days; doing market research to determine customer needs & providing information to other staff members; following up on sales leads and making cold calls to potential customers; documenting your ability to penetrate new accounts using Salesforce; maintain up-to-date understanding of industry trends and technical developments that effect target markets and establishing & maintaining industry contacts that lead to sales.
  • Develop and deliver sales presentations and close sales in a professional and effective manner within 60 day
  • Participate in sales forecasting and planning and be a “self-contained selling unit” by Creating pipeline – cold calling, warm calling, networking; conducting your own product demonstrations; marshaling resources to help you succeed; writing effective business proposals; negotiating contracts and always be closing
  • Constantly be learning from your clients, your co-workers and yourself 
  • Constantly be sharing industry “best practices” to become a trusted advisor to your prospective clients.
  • 5 to 8 years work experience with at five as a commissioned salesperson
  • Proven hunter always exceeding company and individual goals
  • Multiple examples of, by listening to Client needs, overcoming objections to meetings and presentations so client can learn more about the product
  • Thorough knowledge of the asset management area, understanding client workflows and technical products and terms such as VAR
  • Articulate complex subject matter in an understandable way 
  • Be convinced that you will become an evangelist for the people in the firm, the product and the importance of risk profession