Enterprise Account Manager Funds

VISTRA; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Vistra in the United States is seeking an Enterprise Account Manager for Funds to build and maintain strong relationships with high-value accounts, focusing on expansion and cross-sell opportunities to drive growth.

This role requires deep knowledge of private assets and financial services sales, with a strategic, results-driven approach and the ability to guide clients through onboarding and international expansion.

Qualifications

• Minimum of 10 years of experience in professional services sales.
• Experience with Alternative Investments products (Private Equity, Real Estate).
• Proven ability to meet large revenue targets.
• Excellent presentation and communication skills.
• Ability to develop and grow commercial activity across funds.

Responsibilities

• Foster and maintain meaningful business relationships with Funds accounts.
• Identify and convert expansion ACV opportunities across Funds solutions.
• Develop Private Equity knowledge and collateral for client use.
• Create strategic account plans and ensure targets are met.
• Apply product knowledge to sell innovative solutions.
• Coordinate with Marketing Development Rep for client profile research.
• Tailor messaging to articulate Vistra’s value proposition.
• Leverage Subject Matter Experts during sales processes.
• Coordinate with Central ORM for service delivery and issue escalation.
• Coordinate onboarding CRMs for best-in-class onboarding.
• Provide advisory expertise for international expansion plans.

Skills

Relationship building

Organised sales

Cold calling

Strategic account planning

Cross-sell upsell

Education

University degree

Job description

Job Description

It’s never been a more exciting time to join Vistra. At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that. We have an exciting opportunity for you to join our team as Enterprise Account Management Funds

Purpose Of The Role

The Funds EAM is responsible for building and maintaining strong relationships with high-value accounts. EAMs will serve as the primary point of contact for customers, strategically focusing on maximizing expansion and cross-sell opportunities to achieve individual, team and overall Vistra goals.

Scope

Responsible for US Fund Sales

Key Responsibilities

• Foster and maintain meaningful business relationships with assigned Funds accounts.
• Create, identify, and convert expansion ACV opportunities in assigned accounts to cross sell / upsell across all Funds solutions and products.
• Develop and maintain fluency of Private Equity knowledge, common collateral and standards to ensure you meet and exceed customer expectations.
• Develop and execute a strategic plan for overall book of business to ensure targets are met and exceeded, creating individual strategic account plans for priority customers.
• Foster a deep understanding of customer needs and proactively apply product and business knowledge to sell insightful, innovative solutions.
• Utilize Marketing Development Rep to conduct research aiming to better understand the distinct customer profiles within your book of business
• Tailor messaging and communications to effectively articulate Vistra’s value proposition for each customer profile.
• Leverage Subject Matter Experts to utilize their technical expertise & knowledge to sell insightful, innovative solutions during the time of sale.
• Coordinate with Central ORM team to ensure service delivery team is executing at the local level & stay informed of any issues that need to be raised to EAM.
• Coordinate with Onboarding CRMs to ensure customers receive best in class onboarding process and white glove service to meet their needs throughout the adoption phase. Ensure the EAM remains the face to the customer through approvals.
• Provide advisory expertise to customer to help develop international expansion plans through industry knowledge & client experience

Attributes & Technical Skills

• Organised and disciplined Sales approach
• Intellectual curiosity and fearless cold-calling
• Building effective relationships with colleagues, clients and third parties including lawyers, bankers, tax advisors and notaries
• Proactively following-up on daily matters
• Anticipating potential queries and issues.
• Sharing knowledge and experience with your direct colleagues
• Being a role model in terms of the Values
• Taking responsibility and leading by example
• Make sure that deadlines are met
• Team player
• Adhere to internal procedures at all times

Relevant Experience

• Minimum of 10 years of experience with a professional services firm
• Background in financial services sales with specific exposure to Alternative Investments products and structures, e.g. Private Equity and Real Estate, a notable differentiator
• Experience selling Offshore funds services especially into regulated markets, a huge plus
• Confident and persuasive communicator who asks great questions
• Excellent presentation skills
• Highly self-motivated
• Solid negotiation skills and proven attainment of large revenue targets
• Strong knowledge of Private Assets (Real Estate, Infrastructure, Private Debt and Private Equity)
• Ability to successfully communicate and influence with all levels
• Ability to develop and grow commercial business activity

Education / Memberships

A university degree in sales specific certification, or a proven track record in the Commercial area

Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!