VP, Acquisition Sales – Growth Strategy, Financial Services

Role Overview

• Continue penetrating the Core globally within New Logo firms who have $2B+ AUM
• Own new logo pipeline and bookings across the full FS spectrum, with specific accountability for underpenetrated segments: mid-market funds ($100M–$2B AUM), credit and macro strategies, long-only managers, and PE/VC firms with consumer portfolio exposure
• Develop segment-specific playbooks that account for how buying signals, decision-makers, and product fit differ meaningfully across a $2B quant fund, a $500M credit fund, a large-cap long-only manager, and a PE firm doing consumer due diligence
• Build and execute a partnership and channel motion to extend CE's reach into segments where a direct BDM model is insufficient
• Lead and scale a team of BDMs and SDRs, setting clear coverage models by segment and holding the team accountable to pipeline quality, not just volume
• Coach individuals on segment-specific discovery, value articulation for diverse buyer types (PM vs. analyst vs. data team), deal strategy, and close discipline
• Recruit aggressively as the team grows; build a talent pipeline that reflects the segment diversity of the market you're covering
• Implement and enforce a consistent sales methodology with rigorous qualification that distinguishes buyers by segment from non-prospects
• Own pipeline management, forecasting accuracy, and deal inspection across a high-volume, varied book
• Build structured review cadences (pipeline reviews, forecasting, win/loss) that surface what's working by segment, not just in aggregate
• Partner closely with the CRO, CMO, and CPO to refine pricing and packaging for each tier across products
• Provide crisp, prioritized market feedback to shape roadmap, packaging, and messaging; align Product/Marketing/Client Success around one coherent FS story and motion
• Drive scalable demand levers (content/events/partner motions) that unlock international growth and long-tail acquisition efficiency
• Contribute to the launch sequencing and GTM strategy for new products as they open new buyer cohorts

Requirements

• Deep experience selling into institutional investors across multiple fund types
• Proven track record building and scaling new business motions in alternative data, financial data, or analytics
• Leadership experience managing quota-carrying BDMs and/or SDRs, including hiring, coaching, and performance management
• Pipeline & demand gen: Support top-of-funnel with Marketing by reviewing & qualifying demand from campaigns, events, and outbound programs that convert MQLs into SALs and eventually reach our target CAC
• GTM architecture: Refine segmentation, territories, comp plans, quotas; institute MEDDICC (or similar) discipline and forecast governance to create a strong sales methodology discipline
• Familiarity with tiered pricing strategy and willingness to engage with the product and finance teams on packaging decisions that unlock new segments
• Experience building or contributing to partnership/channel sales programs in a financial data or B2B SaaS context
• Cross-functional leadership to partner with Product on roadmap feedback and packaging; with Client Services on handoff/expansion motions; with Finance / CRO on pricing strategy
• International mindset who understands how to sequence global expansion and invest wisely per market.
• Orchestrate C-suite relationships (COO, CFO, CIO, Head of Data Strategy or Research) to multi-thread complex relationships and sales cycles

Benefits

• company equity
• 401(k) matching
• subsidized health benefits
• flexible remote work