Partner with CRO, CMO, and CPO to sharpen positioning, optimize funnel performance, and inform roadmap based on buyer feedback.
Help rethink pricing and packaging to broaden adoption—especially for mid-market and long-tail FS firms.
Develop strategies to expand distribution via partnerships, channel motions, ecosystem relationships, and creative GTM plays.
Segment the FS market to prioritize ICPs and high-probability wedges, then build playbooks for each.
Track and report performance using metrics across funnel stages (activity → meetings → SQOs → pipeline → bookings).
Create feedback loops that identify what’s working and what isn’t—then operationalize improvements fast.
Requirements
Experience selling into institutional investors (hedge funds, asset managers, sovereign wealth funds, family offices) and/or financial data ecosystems.
Familiarity with sales methodologies (e.g., MEDDICC, Challenger, Sandler) and modern sales tools/CRM discipline.
Experience influencing pricing and packaging and/or building partner-led growth motions.
Proven leadership with deep experience building and scaling new business sales motions—ideally in Alternative Data, analytics
selling into the financial services industry.
Strong track record managing teams of quota carriers and/or SDRs, including hiring, coaching, and performance management.
Highly analytical and operational: you run a clean process, know your numbers, and build systems that scale.
Credible with senior FS buyers; comfortable navigating complex organizations and multi-stakeholder sales cycles.
Collaborative and strategic: you can zoom out on GTM and zoom in on deal execution in the same hour.
Clear communicator who earns trust across Sales, Marketing, and Product.