About the role:

We are seeking an experienced senior SaaS sales executive in New York to be part of an industry leading FinTech firm.

You will be part of a team of 60 solving an important problem facing the investment management industry, in an environment that is both fun and engaging. The target segment would be asset allocators such as consultants, OCIO, endowments, foundations, insurance firms, bank wealth platforms, RIAs and asset managers including traditional asset managers, hedge funds, private equity, real estate, and venture capital funds. If you like to collaborate, build relationships with your buyers, and work in a dynamic and fast-growing environment, we'd like to hear from you!

Responsibilities:

• You will own the full sales cycle from lead to close with asset management firms in the United States, while working in a global sales team
• Establish lasting relationships with senior executives and decision-makers with firms in the asset management industry
• Build and own your sales pipeline across multiple channels - industry events, conferences, email and phone outreach, social media engagements
• Understand the buyers need and educate them on the relevant benefits of diligence automation through tailored demonstrations and presentations
• Navigate key decision makers at client firms to build awareness of DiligenceVault
• Initiate, negotiate and close new contracts with customers
• Keep the CRM up to date on all sales activity and deal forecasts
• Learn about AI and Gen AI technologies that influence the due diligence process
• Collaborate with members of the Customer Success team to build strategic adoption plans for customers and smoothly transition clients once onboarded
• Conduct periodic customer health checks with an emphasis on customer happiness
• Serve as the voice of the customer and collect feedback to drive continuous improvement across all areas including products

Requirements:

• Bachelor's degree in business, accounting, engineering with 4+ years of Account Executive (B2B Sales) experience and evidence of high performance
• Excellent presentation and articulate communication skills (written and oral)
• Ability to develop senior-level relationships quickly and effectively
• Taking an active interest in customer satisfaction and deepening customer relationships.
• Diligence in maintaining a sales CRM (HubSpot or similar CRM)
• Up to 20% travel to meet client firms and attend industry events
• Positive attitude, strong work ethic, accountability, and competitive drive
• Experience working for a start-up SaaS organization is a big plus
• Familiarity and sales experience in the manager selection, due diligence as well as RFP / DDQ processes is a big plus

WHAT WE OFFER:

DiligenceVault is excited to provide benefits designed to support team members and their families Including:

• All the latest tech you need to succeed
• Health, dental, and vision insurance
• Generous paid time off policy
• Generous paid parental leave
• 401(k) matching
• FSA + HSA options
• Annual company off-sites
• Employee donation matching
• Hybrid work model with offices in New York City