
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 investment-data solutions within the assigned territory • Sell solutions across the investment lifecycle to Asset Managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners • Collaborate with Marketing and Product to develop and execute a pipeline of opportunities • Manage opportunities through the sales process and contract closure • Report to the Head of Business Development • Own the assigned quota for new sales into new relationships/accounts • Drive the enterprise sales process from identification through proposal, negotiation and close • Achieve sales goals by prioritizing activities and the sales pipeline • Develop and deliver tailored business cases demonstrating solution value or 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 working knowledge of Confluence and competitor solution 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 experience selling software solutions or data to financial institutions • Experience within New Client / New Logo sales • Experience using Salesforce, Teams, Outlook, LinkedIn • Ability to network and build relationships with senior leaders at top global asset managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners • Proven experience in a high velocity sales environment with a multi-task ability • Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills • In-person and virtual presentation skills, professionalism, analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and analyze complex business issues • Ability to work creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Background in Financial Technology Sales • Understand Miller Heiman or comparable sales management methodology • Ability to work in the United States; pre-employment checks may include verification of right to work in the UK
• 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 for all employees
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🇺🇸 United States – Remote
💰 $18M Post-IPO Equity on 2006-09
⏰ Full Time
🟠 Senior
🔴 Lead
🤑 Sales
🦅 H1B Visa Sponsor
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