SaaS Enterprise Sales Leader – Investment Mgmt

Overview

About CWAN® The next-generation platform: bringing together powerful execution, portfolio management, data, accounting, analytics, automated workflows, and real-time multi-asset risk and transparency across the full investment lifecycle. For 20 years, CWAN has helped thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing.

Responsibilities

• Create and maintain relationships with prospects, clients, and other influencers in the market, while understanding prospective clients’ current infrastructure, business requirements and subsequent challenges.
• Proactively familiarize self with market complexities and the value proposition of CWAN to improve operational efficiency, ensure data accuracy, strengthen oversight, and provide front-to-back visibility with a whole-portfolio view within a single-instance, multi-tenant platform.
• Develop new accounts and/or expand existing accounts within the FraBeLux investment management and/or insurance market, solving complex problems throughout the sales cycle.
• Conduct effective meetings with prospects and perform needs identification.
• Develop and progress opportunities, closing deals in the assigned market.
• Work in close coordination with executive management and other internal teams (Client Services, Marketing, and Pre-Sales).
• Successfully lead complete demos on most module/report/asset class requested.

Qualifications

• More than 7 years SaaS sales experience and a proven track record in attaining annual quotas of $1 Million+
• Knowledge in
  • Unit Linked Order and Mandate Management, Rebate process etc.
  • Unit Linked End to End Workflow including specifics for Lux, France, Germany & UK
  • NAV Calculation / Fund Admin Type Activities
• Bonus: Local regulatory reporting including trustee management, excellent understanding of front office processes (PMS & OMS)
• Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income
• Understanding of challenges in the industry (reporting, accounting, data…)
• Hungry to develop new business and grow their career in a new business sales role.
• Exposure and proficient understanding of the investment management and/or insurance market in FraBeLux, or a demonstrated ability to sell into this market.
• Proven record of exceeding targets and selling financial technology solutions using structured sales methodologies i.e. MEDDIC.
• Strong presentation and writing skills for client-facing activities.
• Ability to work independently but within a team environment.
• High adaptability and flexibility, including the ability to manage deadline pressure, ambiguity, and change.

What we offer

• Business casual atmosphere in a flexible working environment.
• Team focused culture that promotes innovation and ownership.
• Access to cutting edge investment reporting technology and expertise.
• Continual learning, professional development, and growth opportunities.
• Competitive salary and uncapped commission package.
• Benefits package; including health, vision and dental insurance, volunteer time off, employee discounts.

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