Sales Executive

Jobtailor; New York (NY); On-site; USD 120,000 - 260,000; Full time

Job summary

Jobtailor is seeking a results-driven SaaS sales professional to own the full new business cycle—from prospecting to close—with institutional clients in the financial services space. You will drive demand, engage prospects, and position our solution to deliver client-focused outcomes.

Lead a high-quality pipeline through outbound outreach, industry events, and referrals. Deliver compelling demos, handle complex procurement, and relentlessly pursue revenue targets in a dynamic market.

Qualifications

• Experience selling SaaS to asset managers or institutional investors.
• Hunter mindset with a proven track record of exceeding sales targets.
• Ability to navigate multi-stakeholder, long-cycle enterprise sales.

Responsibilities

• Own the full new business sales cycle from prospecting to close.
• Build and manage a high-quality pipeline through outbound prospecting and networking.
• Deliver tailored product demonstrations and translate investment technology into client value.
• Negotiate terms, handle objections, and close opportunities to hit revenue targets.
• Maintain market knowledge to refine messaging and uncover new opportunities.

Skills

Sales Cycle Management

Prospecting

Negotiation

Product Demonstration

Objection Handling

Resilience

Motivation

Discipline

Accountability

Persuasion

Tools

CRM Usage

Job description

Own the full new business sales cycle from prospecting through to close, taking complete responsibility for generating and winning new institutional clients.
Build and manage a high-quality pipeline through proactive outbound prospecting, cold outreach, networking, referrals, and industry events.
Create demand by confidently engaging prospects, challenging the status quo, and positioning Sphere as a differentiated solution in the market.
Deliver compelling, tailored product demonstrations that clearly communicate business value and translate complex investment technology into client-focused outcomes.
Drive opportunities forward with urgency, skilfully handling objections, negotiating commercial terms, and consistently closing new business against ambitious revenue targets.
Maintain deep market and competitor knowledge, using insights to refine prospecting strategies, strengthen messaging, and uncover new business opportunities.

Requirements

• SaaS experience selling into asset managers, wealth managers, private banks, or other institutional investors operating within the traditional asset and wealth management space
• You speak the language of the buyer: you understand who the buyer is and how procurement cycles work in financial services
• B2B new business sales experience, with a demonstrated hunter track record exceeding sales targets
• Proven ability to independently generate and close net-new logos
• Experience managing complex, multi-stakeholder sales cycles with long timelines, technical evaluations, and multiple decision-makers
• Strong commercial mindset with a clear ability to influence, persuade, and close senior stakeholders (C-suite, Heads of Portfolio Construction/Investment Solutions)
• High level of discipline and accountability, particularly in pipeline management and CRM usage
• You love a challenge and aren't afraid to sell an emerging brand; you get energy from the challenge rather than riding on an established name
• Resilient, driven, and highly motivated with a "push until it's done" mentality.

Core Competencies

Demonstrates expertise in B2B new business sales within the SaaS sector, particularly targeting asset managers and institutional investors. Proven ability to manage complex sales cycles, influence senior stakeholders, and exceed ambitious revenue targets.

Highest-signal resume keywords

• B2B New Business Sales Experience
• SaaS Sales Expertise
• Pipeline Management
• Stakeholder Engagement
• Revenue Target Achievement

ATS Optimization Keywords

Hard Skills

• Sales Cycle Management
• Prospecting
• Negotiation
• Product Demonstration
• Objection Handling

Soft Skills

• Resilience
• Motivation
• Discipline
• Accountability
• Persuasion

Industry Keywords

• Asset Management
• Wealth Management
• Institutional Investors
• Financial Services
• Emerging Brand Sales

Tools & Technologies

• CRM Usage