Private Markets Sales Executive

LevelUP HCS; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

LevelUP HCS is seeking an experienced Sales Specialist to cover Private Markets in New York. The role entails driving new business and expanding relationships with institutional investors and private capital firms, delivering data, analytics and technology solutions for investment analysis, portfolio management and benchmarking.

You will lead consultative conversations with senior investment teams, manage the full sales cycle from discovery to close, and stay abreast of trends across private

Qualifications

• Experience in financial data, analytics, investment technology or a related financial services business.
• Strong understanding of private equity, private credit and/or alternative investments.
• Demonstrated experience in consultative B2B or institutional sales.
• Experience selling to investment professionals and other sophisticated financial-services clients.
• Strong relationship management, presentation and communication skills.
• Ability to navigate complex organizations and engage senior-level decision makers.
• Proven ability to manage a pipeline and develop new business.

Responsibilities

• Develop and grow relationships with institutional investors and private capital clients across private equity, private credit and broader alternatives.
• Identify and originate new business opportunities while expanding relationships within existing accounts.
• Lead consultative sales conversations with investment, portfolio, research, operations and senior management teams.
• Develop a strong understanding of client investment processes, challenges and data requirements.
• Present and position data, analytics and technology solutions based on individual client needs.
• Manage the full sales cycle from prospecting and discovery through proposal, negotiation and close.
• Partner with product, client coverage and technical teams throughout the sales process.
• Maintain a strong pipeline and consistently work toward revenue and growth objectives.
• Stay current on trends across private equity, private credit and the broader private markets landscape.

Skills

Financial data

Private markets

Consultative sales

Investment professionals

Relationship management

Pipeline management

Job description

LevelUP HCS is seeking an experienced Sales Specialist to cover Private Markets in New York. The role entails driving new business and expanding relationships with institutional investors and private capital firms, delivering data, analytics and technology solutions for investment analysis, portfolio management and benchmarking.

You will lead consultative conversations with senior investment teams, manage the full sales cycle from discovery to close, and stay abreast of trends across private