AVP Sales - CPE - NYC

Third Bridge Group; New York (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Vacation days

401(k) matching

Health insurance

HSA & FSA

Work from anywhere

Summer Fridays

Life insurance

Dependent Care FSA

Job summary

Third Bridge is seeking an AVP of Sales for its Credit & Public Equities (CPE) client segment in North America, based in New York. You will drive new business growth by identifying prospective clients, building relationships with investment professionals, and demonstrating how Third Bridge's primary research solutions support investment research and decision-making.

This role owns the full sales cycle, from prospecting through closing, manages a strong pipeline, and collaborates with client

Qualifications

• Proven success in B2B new-business sales to institutional clients.
• Experience selling into Public Equity, Credit and asset management.
• Knowledge of investment research processes and client workflows.
• Experience selling research, data and subscription-based solutions to investment professionals.
• Track record of meeting or exceeding new-business quotas.
• Ability to manage complex, end-to-end sales cycles.
• Strong pipeline management, forecasting and CRM discipline.
• Excellent communication, negotiation and presentation skills.
• Bachelor's degree preferred.

Responsibilities

• Drive new client acquisition in North America for Credit & Public Equities.
• Identify prospects and align them with Third Bridge's client profile.
• Develop relationships with key decision-makers across investment teams.
• Present and demonstrate value of research, data and content library.
• Own the end-to-end sales cycle from prospecting to closing.
• Maintain a strong pipeline and weekly forecasts.
• Collaborate with client services and account management for onboarding.
• Cross-sell opportunities as client relationships mature.

Skills

B2B sales

Institutional clients

Public Equity

Credit markets

Research products

Subscription-based solutions

Quota achievement

CRM discipline

Presentation skills

Negotiation

Executive presence

Forecasting

Bachelor's degree

Education

Bachelor's degree

Tools

CRM (Salesforce)

Job description

Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics.

For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies.

AVP Sales - CPE - NYC

Location: New York, NY

Job Description

The AVP of Sales will be responsible for driving new business growth across Third Bridge's Credit & Public Equities (CPE) client segment in North America.

You will focus on developing relationships with investment professionals across the Public Equity and Credit markets, identifying prospective clients and demonstrating how Third Bridge's primary research solutions can support their investment research and decision-making.

Our CPE clients operate across sophisticated investment strategies, including Public Equities and Credit, with Credit investors spanning areas such as private credit, leveraged finance, CLOs, BDCs and special situations.

This is a new-business role with individual quota responsibility. You will own the end-to-end sales cycle, from identifying and prospecting prospective investment clients through qualification, presentations, negotiation and closing.

What You'll Do

Drive new client acquisition across Third Bridge's Credit & Public Equities business in North America.

Identify and prospect investment firms and investment professionals that fit Third Bridge's client profile.

Develop relationships with key decision-makers and research users across Public Equity and Credit investment organizations.

Build a deep understanding of prospective clients' investment strategies, research workflows and knowledge gaps, and demonstrate how Third Bridge's expert insights and content can support their investment process.

Demonstrate Third Bridge's value proposition across its suite of primary research services, including expert calls and Third Bridge's content Library.

Own the complete new-business sales cycle from prospecting and qualification through presentations, negotiation and successful conversion.

Build and maintain a strong pipeline of qualified opportunities and consistently deliver against new-business quota.

Develop and conduct effective presentations with senior investment professionals and other key decision-makers.

Navigate sophisticated institutional investment organizations and develop relationships with multiple stakeholders throughout the sales process.

Identify opportunities across different investment strategies, including Public Equity, private credit, leveraged finance, CLOs, BDCs and special situations.

Leverage Sales Associates for prospect research, lead generation, outreach and appointment setting.

Maintain accurate pipeline management and weekly sales forecasts.

Work closely with CPE Client Services and Account Management to ensure successful onboarding and transition of newly acquired clients.

Identify opportunities for additional products, users and cross-selling as new client relationships develop.

Maintain a strong understanding of developments across the Public Equity and Credit investment landscape and use that knowledge to engage prospects consultatively.

What We're Looking For

Demonstrated success in B2B new-business sales, ideally selling to institutional investors or other sophisticated financial-services clients.

Experience selling into Public Equity, Credit, asset management, hedge fund or broader institutional investment organizations is highly desirable.

Knowledge of the investment research process and an understanding of how Public Equity and Credit investors evaluate companies and investment opportunities.

Experience selling research, data, information services, financial technology, market intelligence or other subscription-based solutions to investment professionals is strongly preferred.

A proven track record of meeting or exceeding new-business quotas.

Demonstrated ability to prospect, develop and close new client relationships.

Experience managing complex, end-to-end sales cycles involving multiple stakeholders.

Strong understanding of pipeline management, forecasting and CRM discipline.

Ability to develop credibility and build relationships with senior investment professionals.

A consultative sales approach and the ability to uncover client needs and connect those needs to relevant research solutions.

Excellent communication, negotiation and presentation skills.

Strong commercial judgment, intellectual curiosity, drive and executive presence.

Ability to thrive in a fast-paced, performance-driven environment.

Bachelor's degree preferred.

Compensation

The position carries individual new-business quota responsibility and participates in Third Bridge's sales commission program.

Vacation: 15 days, increasing to 20 days after two years of service, plus U.S. holidays.

Personal development allowance of $1,150 per year.

Medical, dental and vision insurance options.

HSA and Medical FSA options.

401(k) matching up to 5% of base salary.

Life insurance and long-term disability coverage.

Dependent Care FSA.

Work from anywhere for one month per year.

Summer Fridays.

Regular social events and employee resource groups.

The successful candidate must, by the start of employment, have permission to work in the United States.

Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer.

Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice.