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Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Support growth of the DACH business by identifying and qualifying new opportunities, conducting market and account research, executing prospect outreach, maintaining CRM and pipeline reporting, and collaborating with Sales, Marketing, Consulting, and Client Success to build enterprise-focused pipeline across asset managers, asset owners, banks, and financial institutions.
Top Skills:
CRM
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Quota-carrying sales role focused on new business and account growth in the Iberian market. Own a book of business, lead end-to-end sales cycles, build senior relationships across asset managers/owners and banks, run RFPs, and coordinate deal execution to meet revenue, retention, and expansion targets.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Drive new sales and expansions of Morningstar CRSP Research Data Products to institutional clients (asset managers, hedge funds, banks). Manage full sales cycle, build relationships with senior decision-makers, deliver product demos, structure licensing and pricing solutions, collaborate with Product/Legal/Customer Success, and maintain pipeline and forecasts. Travel ~30%.
Top Skills:
CRMMorningstar Rdp (Crsp)
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The role involves managing a portfolio of advisors, executing sales strategies, and providing guidance on investment offerings while maintaining strong relationships and communication with clients.
Top Skills:
Asset ManagementCRMFinancial ServicesInvestment Management
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Sales Associate will support business development and account management, utilizing sales techniques to meet client objectives, build relationships, and achieve sales goals across Japan for ESG and sustainability research services.
Top Skills:
Customer SuccessSales
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Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Business Development Consultant will develop advisor relationships, increase advisory business, and utilize Salesforce CRM for pipeline management. Strong communication skills are essential.
Top Skills:
Salesforce CRM
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Manage and grow a portfolio of institutional clients by acquiring new business, expanding existing accounts, and ensuring client success. Oversee renewals and contracts, forecast and report sales in Salesforce, collaborate with product, pre-sales, and support teams, and deliver tailored financial-data solutions to meet and exceed revenue targets.
Top Skills:
Salesforce CRM
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Drive new business in the North East of England for managed portfolios, multi-asset funds and wealth platform. Build consultative relationships with advisers and wealth managers, run meetings and trainings, prepare and deliver presentations and proposals, monitor competitors and market trends, collaborate with internal teams, and adhere to risk and compliance policies to grow assets under management.
Top Skills:
Crm SystemsExcel
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Global Sales Director will lead engagement with global accounts to drive revenue growth in ESG products, building relationships and coordinating strategies with regional partners.
Top Skills:
ExcelPowerPointSalesforce
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Associate Director will manage strategic U.S. accounts, drive revenue growth through renewals and expansions, and build relationships within the financial community.
Top Skills:
ExcelPowerPointSalesforce
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