
501 - 1000 employees
Founded 1991
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Confluence is a global leader in data-driven investment management solutions. The company partners with clients to deliver products and services designed to optimize efficiency and control in financial operations. Confluence offers sophisticated portfolio analytics solutions, multi-asset risk management, integrated data management, and regulatory compliance services. This empowers organizations to transform raw data into meaningful insights and meet complex data challenges, enhance performance, and comply with global regulatory requirements. Confluence's client base includes institutional investors, asset managers, and service providers, who rely on its solutions for performance measurement, risk analytics, comprehensive reporting, and investor communication.
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501 - 1000 employees
Founded 1991
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Confluence is a global leader in data-driven investment management solutions. The company partners with clients to deliver products and services designed to optimize efficiency and control in financial operations. Confluence offers sophisticated portfolio analytics solutions, multi-asset risk management, integrated data management, and regulatory compliance services. This empowers organizations to transform raw data into meaningful insights and meet complex data challenges, enhance performance, and comply with global regulatory requirements. Confluence's client base includes institutional investors, asset managers, and service providers, who rely on its solutions for performance measurement, risk analytics, comprehensive reporting, and investor communication.
• Promote the Confluence suite of solutions across the investment lifecycle within the assigned territory • Sell to Asset Managers, Fund Administrators, Investment Consultants, Wealth Managers, Asset Owners, and other clients, prospects, or partners • Collaborate with Marketing and Product to develop and execute a pipeline of opportunities • Manage opportunities through the sales process from identification through proposal, negotiation, and contract closure • Drive enterprise sales processes for new clients within the assigned territory • Achieve sales goals by prioritizing activities and managing the sales pipeline • Develop and deliver tailored business cases demonstrating solution value and ROI • Present solution benefits through prospect-office visits, industry conferences, and web-based demonstrations • Partner with Business Development Representatives and Marketing to transition leads through sales close • Maintain knowledge of Confluence and competitor solutions, benefits, and pricing • Use Salesforce.com to capture meeting, call, and email insights for forecasting and pipeline management • Monitor industry trends and develop knowledge of client and prospect needs • Use industry and third-party relationships to build pipeline and expand Confluence’s market reach
• Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including selling software solutions or data to financial institutions • Experience in New Client / New Logo sales • Experience using Salesforce, Teams, Outlook, and LinkedIn • Ability to network and build relationships with senior leaders at global asset managers, Fund Administrators, Investment Consultants, Wealth Managers, and Asset Owners • Proven experience in a high velocity sales environment with multitasking ability • Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills • In-person and virtual presentation skills and professionalism • Analytical, conceptualization, and problem-solving skills • Ability to analyze complex business issues and drive solution and service adoption • Ability to work creatively under pressure and meet deadlines • Ability to learn new business, data, and technology concepts • Background in Financial Technology Sales • Understanding of Miller Heiman or comparable sales management methodology • Preference for candidates located within the Central or Eastern time zones • Must be US-based
• Generous Time Off packages including additional half days with each public holiday in your location • Global Career Development opportunities • Social Events • Referral Bonus scheme - Upto $3,000 per successful referral • Flexible working options • Fully remote work • Minimal travel requirements
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