Enterprise Account Manager Funds

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

Job summary

Vistra is seeking an experienced Enterprise Account Manager for Funds in the United States. The role focuses on building strong relationships with high-value Fund accounts and maximizing expansion and cross-sell opportunities to drive Vistra's goals.

You will develop strategic plans for your portfolio, understand Private Equity and Real Asset needs, and work with internal teams to deliver tailored, compliant solutions. A proven track record in professional services sales is essential.

Qualifications

• Minimum of 10 years of experience with a professional services firm.
• Background in financial services sales with exposure to Alternative Investments (e.g., Private Equity, Real Estate).
• Experience selling Offshore funds services, especially into regulated markets.
• Excellent presentation and negotiation skills with proven revenue targets.

Responsibilities

• Foster and maintain meaningful business relationships with assigned Funds accounts.
• Identify and convert expansion opportunities across Funds solutions and products.
• Develop strategic account plans and meet/exceed targets.
• Understand customer needs and apply product knowledge to offer innovative solutions.
• Coordinate with onboarding and service teams to ensure world-class onboarding and ongoing support.

Skills

Organised sales approach

Relationship building

Cold-calling

Proactive follow-up

Cross-sell mindset

Time management

Team collaboration

Adaptability

Communication

Customer advisory

Education

Sales degree or equivalent

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