Sales Development Manager

PropRec Channel; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Job summary

PropRec Channel in New York is seeking an ambitious Institutional Sales Associate to drive new business for an AI-powered platform serving hedge funds, banks and trading firms. The hybrid role combines outbound prospecting with deep engagement of senior decision-makers in financial services.

You’ll partner with a CRO, develop opportunities from first contact through to deployment, and build a scalable pipeline while learning complex capital-markets technology and workflows.

Qualifications

• 2–4 years of B2B sales experience required.
• Ability to prospect and build pipeline from scratch.
• Comfort selling to senior decision-makers in financial services.

Responsibilities

• Prospect and develop relationships with hedge funds, banks, and institutional firms.
• Build pipeline through outbound prospecting and account development.
• Research target accounts and identify business and tech opportunities.
• Engage with senior stakeholders such as Portfolio Managers, COOs, CTOs, CISOs.
• Develop understanding of institutional trading and workflows.
• Collaborate with CRO on live opportunities from first meeting to deployment.
• Conduct discovery conversations and identify genuine needs.
• Navigate objections and present compelling propositions.
• Maintain follow-up and client engagement through the sales cycle.
• Build knowledge to become a top institutional tech salesperson.

Skills

B2B sales

Outbound prospecting

Hunter mentality

Stakeholder engagement

Tools

CRM (SFDC)

Job description

Location: New York, NY | Hybrid

OTE: $180,000-$240,000+

Commission: Uncapped

The Opportunity

Our client is a rapidly growing Technology company developing an AI-powered platform for institutional capital markets.

Its technology enables hedge funds, banks, trading firms and other regulated financial institutions to leverage their own data within their existing technology environments - without replacing the infrastructure they already rely on.

As the business continues to scale, they are looking for an ambitious Institutional Sales Associate to join their New York commercial team.

This is an opportunity for a proven sales professional to build expertise selling sophisticated technology into some of the most demanding buyers across financial services.

You’ll work closely with an experienced CRO, developing opportunities from the initial prospecting stage through to commercial discussions and deployment.

Key Responsibilities

• Prospect and develop new relationships with hedge funds, banks, trading firms and institutional financial organizations.
• Build pipeline through proactive outbound prospecting and account development.
• Research target accounts and identify relevant business and technology opportunities.
• Engage with senior stakeholders including Portfolio Managers, COOs, CTOs, CISOs and other technology and business leaders.
• Develop a strong understanding of institutional trading, investment and technology workflows.
• Work alongside the CRO on live opportunities from first meeting through to deployment.
• Conduct discovery conversations and identify genuine business needs and buying signals.
• Navigate objections and develop compelling commercial propositions.
• Maintain ownership of follow-up, next steps and client engagement throughout the sales cycle.
• Build the knowledge and commercial skills required to become a high-performing institutional technology salesperson.

About You

We’re looking for someone with approximately 2-4 years of B2B sales experience who has already demonstrated the ability to create opportunities rather than simply manage inbound leads.

You could be:

• A high-performing SDR or BDR ready to step into a larger commercial role.
• An Account Executive with a strong outbound track record.
• An early-career FinTech or financial technology salesperson.
• An institutional sales professional looking for greater earning potential and responsibility.
• A SaaS salesperson already selling into sophisticated financial-services organizations.

Above all, you will have a strong hunter mentality.

You are comfortable creating opportunities from scratch, approaching senior decision-makers and having difficult commercial conversations.

You also have the curiosity and ability to learn complex technology quickly and communicate credibly with sophisticated financial and technology buyers.

Experience That Will Stand Out

Experience within any of the following areas would be advantageous:

• Institutional FinTech
• Capital markets technology
• Trading technology
• Financial data and analytics
• AI and data platforms
• Risk and compliance technology
• OMS / EMS technology
• Order management systems
• Execution management systems
• Trading infrastructure

Direct capital-markets experience is valuable, but strong sales performance, commercial drive and the ability to learn quickly will be equally important.

Why Join?

This is an opportunity to join the business at an exciting stage of its growth.

You’ll gain exposure to sophisticated institutional buyers and learn how complex AI and capital-markets technology deals are identified, developed and closed.

For an ambitious salesperson looking to build a career at the intersection of AI, FinTech, institutional trading and capital markets, this represents an opportunity to develop quickly while earning significant upside.