
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
📉 Data Analyst
🦅 H1B Visa Sponsor
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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.
• Partner with clients and prospects to present portfolio solutions in the financial services industry • Represent Confluence's suite of solutions to business users through C-Level executives • Assist with lead qualification and conduct technical product demonstrations aligned with customer goals • Demonstrate the value of Confluence products and services through solution selling • Work with global asset managers, asset owners, service providers, and allocators to identify, scope, and implement product portfolio solutions • Act as the technical expert for Confluence's portfolio of products and services • Work with Enterprise Sales Directors on project strategy from identification through proof of concept to close • Scope pre-sales meetings and follow-up activities, including POCs and product and technical meetings • Provide product feature and benefit training to advance the sales team's expertise • Assist with product slides and stay current on industry trends • Use Salesforce.com to capture meeting, call, and email insights to support forecasting and sales pipeline management • Develop in-depth knowledge of clients, prospects, and their unique needs • Act as a trusted advisor to prospects and clients • Partner with internal product teams to share market intelligence and drive product enhancements • Represent Confluence at industry events
• Bachelor's Degree from an Accredited University or equivalent industry experience (Financial Mathematics, Computational Science or Financial Engineering) • 5+ years of pre-sales experience, including experience of software solutions • Experience working in the performance, attribution and risk segments of the financial services industry • Relevant working experience in either servicing the financial industry or at sell side or buy-side firm • Identity checks and satisfactory background checks required before commencement of work • Right to work in the UK may be verified as part of pre-employment screening
• 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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