Sales Associate

Finsight Group Inc (FINSIGHT); New York (NY); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Paid vacation

Paid sick leave

Medical insurance

Dental insurance

401(k)

Job summary

FINSIGHT, an NYC-based FinTech, is seeking a results-driven Sales Associate to drive new business opportunities and support senior sales members targeting bulge bracket banks, Fortune 1000 firms, and private equity clients.

You will research prospects, conduct outreach, schedule meetings, assist on deals, and represent the company at conferences while mastering our product suite and providing excellent client onboarding. This is a fast-paced, growth-focused role in Midtown Manhattan.

Qualifications

• 1–2 years of sales experience.
• 1 year of prospecting experience (cold calls/emails).
• Excellent written and spoken English.
• Proficiency with Google Suite and Microsoft Office.

Responsibilities

• Research prospects and identify new business opportunities.
• Outreach via calls, emails, conferences, and other channels.
• Schedule meetings between prospects and senior sales members.
• Assist in account management and client engagement.
• Maintain CRM data with notes, next steps, and activity.
• Lead product demonstrations and follow-ups to convert prospects to clients.
• Develop mastery of FINSIGHT product suite and use cases.
• Prepare for industry conferences and support outreach.
• Onboard new clients and communicate feature updates.

Skills

Sales experience

Prospecting

English proficiency

Client-focused mentality

Independent worker

Team player

Time management

Tools

Google Suite

Microsoft Office

Job description

ABOUT FINSIGHT

FINSIGHT is an NYC based FinTech company dedicated to transforming how capital markets operate. We specialize in creating technology that enables the world's leading investment banks, fortune 1000 companies, and the most impactful private equity firms and investors to accelerate data driven decision-making across Equity, Debt, M&A and Corporate Finance transactions.

ROLE OVERVIEW

We are looking for a charismatic, self-motivated, and intellectually curious individual who wants to build a career driving the growth of innovative financial technology. This role is focused on developing new business opportunities and supporting Director level sales members covering bulge bracket investment banks, fortune 1000 companies, and private equity firms.

If you believe you excel in critical thinking, developing relationships, and operating at a fast pace we hope you consider FINSIGHT’s Sales Associate position.

Responsibilities

• Research prospects: Identify new business opportunities (new accounts working with us for the first time OR current clients who could use additional services).
• Prospecting: Execute thoughtful and tailored outreach and follow ups to the identified prospects via calls, emails, conferences and other outreach medium.
• Schedule meetings: Coordinate and facilitate the scheduling and execution of a meeting between a senior sales member and the prospect. This includes setting up the calendar & virtual meeting, ensuring meeting logistics are prepared.
• Account management: Assist senior sales members with the sales process with the prospect. This may include client entertainment (e.g. dinners, happy hours and events).
• Manage CRM and internal data entry: Ensure details, notes, next steps and any relevant information is added to FINSIGHT’s CRM in a timely manner.
• Execute Meetings with Prospects and Clients: Lead product demonstrations and follow up meetings with the goal of transitioning accounts from prospects to client.
• Product Mastery: Deeply understand the FINSIGHT product suite, the use case for our tools and the workflows of our prospects and clients.
• Attend and prepare for industry conferences: Travel and represent FINSIGHT at industry conferences. You will also be responsible for preparing materials and executing outreach ahead of conferences.
• Client Onboarding: Help clients understand and use the FINSIGHT product suite. Keep clients aware of new features.

WHAT YOU BRING

Hard Skills

• 1 to 2 years of sales experience
• 1 year of prospecting experience (e.g. cold call, send emails to new prospects)
• High proficiency in written and spoken English
• Proficiency in Google Suite and Microsoft Suite

Soft Skills

• Client-focused mentality
• Highly self-motivated, organized and goal orientated
• High attention to detail
• Ability to work independently
• Team player that prioritizes the best interest of the company and its employees
• Ability to see tasks and projects through to conclusion
• Organized, with an ability to prioritize time-sensitive assignments
• The ability to build and maintain strong client relationships

LOCATION

• Midtown Manhattan

COMPENSATION

• Base Salary (per year): $66,500 USD
• OTE (commissions + base salary): $100,000 USD (no ceiling)

BENEFITS

• 3-weeks of paid vacation; 1-week paid sick leave
• Comprehensive medical and dental insurance / 401(k)