Responsibilities
- Develop and implement effective client acquisition strategies, targeting decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading, Wealth Management & Brokerage).
- Proactively identify and engage potential clients utilizing various sales methods including cold calling, email, trade shows, and social media.
- Successfully develop and cultivate strong client relationships employing a consultative sales approach.
- Plan and lead sales presentations, effectively demonstrating RFA’s ability to provide valued added solutions-based strategies; clearly articulate RFA’s ability to resolve client issues; demonstrate positive ROI of investment/s when necessary.
- Collaborate across departmental lines to promote outstanding client service, including supporting marketing initiatives by providing client feedback.
- Negotiate contractual terms and conditions including price, payment terms and delivery.
- Collaborate with Sales Operations to prepare and monitor various metrics including quarterly sales projections and market statistics.
- Assist in ensure the weekly reporting is completed by team members and delivered on time
- Develop Company-specific strategies to identify unique needs, while staying abreast of new opportunities to align Company’s future requirements with RFA’s product set.
- Maintain progress, able to balance task completion, track progress and drive assignments to completion while communicates status and issues with the Global Managing Director & CRO.
- Liaise with all relevant business units to secure resources required to complete task/s on time and on budget; work with marketing initiatives by providing relevant client feedback.
- Coordinate, and implement Sales and Marketing plans to meet Company growth objectives.
- Gain a clear understanding of potential clients' overall business and IT strategies; effectively communicate to RFA design team to develop solution-based roadmaps addressing client needs.
- Implement, manage and evaluate Sales team processes and procedures, in accordance with the standards and procedures set out by the organization.
- Ensure Sector / Area delivery of marketing initiatives.
- Recruiting, selecting, orienting, and training Employees with Global Managing director & CRO or designated Director;
- Maintaining a safe and secure work environment;
- Developing personal growth opportunities.
- Effective communication of job expectations;
- Planning, monitoring, and appraising job results;
- Coaching, training, counselling, and disciplining employees;
- Developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
Required Skills
- Bachelor’s degree or equivalent level of experience.
- 10+ years of relevant experience in an outside sales role, in a consultative, solution-based environment.
- Demonstrable track record of success selling in strategic and consultative environments.
- Understanding of Infrastructure Technology and Alternative Asset Market.
- Excellent active listening skills and able to ask relevant questions in order to gather, document and communicate effectively with potential clients and internal project stakeholders
- Able to work on simultaneous projects (multitask) and completing tasks in a timely manner with minimal supervision.
- Strong business, organizational, and verbal and written communication skills.
- Excellent follow through skills and able to cold call when necessary.
- Able to persuade and passionately communicate with excellent public speaking skills.
- Able to communicate with technical and non-technical professionals including VP and C-Level professionals in a clear and concise manner.
- High degree of proficiency with Microsoft Office software (Excel, MS Word, PowerPoint).
- Financial Service Industry experience strongly preferred.
Top Skills
What We Do
RFA is a global IT, financial cloud, and cyber-security provider to the financial services and alternative investment sectors. We take pride in redefining the future of technological support. Through our R&D, DevOps, automation, and machine-learning, RFA provides clients with tomorrow’s edge today.
RFA offers bespoke solutions to clients that are system-agnostic, secure, transparent, best-in-class, and supported by holistic advice. Our expert staff offers a 24-7 service solution to help clients use technology via the public and private cloud.
We create a customized strategy for every client to get business processes and workflows to run with greater speed, security, ease of use, and cost-efficiency. Our team is at the forefront of applying business robotics and automation to technology.
Headquartered in New York City and London (EMEA), RFA serves over 800 clients globally with additional facilities in Connecticut, New Jersey, Massachusetts, California, and Luxembourg. RFA brings together a seasoned executive team and a committed group of over 250 highly skilled consultant technicians







