HOW TO APPLY:

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT is an NYC-based financial technology company behind industry leading SaaS products. We specialize in technology that facilitates capital markets and corporate finance transactions. Our platforms deliver meaningful visibility, reduced friction and actionable insights so our clients can achieve better execution. Today, our clients include: Fortune 1000 companies, the largest global investment banks, and leading PE/VC firms.

FINSIGHT is headquartered in Midtown Manhattan with offices in London, Miami, Hong Kong and Singapore. Founded in 2013, we remain privately held, employee-owned, and profitable.

ROLE OVERVIEW

This role is focused on finding and developing new business opportunities. This is an exciting opportunity to join an innovative firm where you can make an immediate impact and develop critical career skills. You will work closely with senior sales and executive management teams and will report to a senior sales director.

Responsibilities

• Research prospects: Identify new business opportunities (new accounts working with us for the first time OR current clients who could use additional services.
• Prospecting: Execute thoughtful and tailored outreach and follow ups to the identified prospects via calls, emails, conferences and other outreach medium.
• Schedule meetings: Coordinate and facilitate the scheduling and execution of a meeting between a senior sales member and the prospect. This includes setting up the calendar & virtual meeting, ensuring meeting logistics are prepared.
• Account management: Assist senior sales members with the sales process with the prospect. This may include client entertainment (e.g. dinners, happy hours and events).
• Manage CRM and internal data entry: Ensure details, notes, next steps and any relevant information is added to FINSIGHT’s CRM in a timely manner.
• Execute Meetings with Prospects and Clients: Lead product demonstrations and follow up meetings with the goal of transitioning accounts from prospects to client.
• Product Mastery: Deeply understand the FINSIGHT product suite, the use case for our tools and the workflows of our prospects and clients.
• Attend and prepare for industry conferences: Travel and represent FINSIGHT at industry conferences. You will also be responsible for preparing materials and executing outreach ahead of conferences.
• Client Onboarding: Help clients understand and use the FINSIGHT product suite. Keep clients aware of new features.

REQUIREMENTS

Hard Skills

• 1 to 2 years of sales experience
• 1 year of prospecting experience (e.g. cold call, send emails to new prospects)
• High proficiency in written and spoken English
• High proficiency in written and spoken Mandarin
• Proficiency in Google Suite and Microsoft suite

Soft Skills

• Client-focused mentality
• Highly self-motivated, organized and goal orientated
• High attention to detail
• Ability to work independently
• Team player that prioritizes the best interest of the company and its employees
• Ability to see tasks and projects through to conclusion
• Organized, with an ability to prioritize time-sensitive assignments
• The ability to build and maintain strong client relationships

COMPENSATION

• Base Salary (per year): $60,000 USD
• OTE (commissions + base salary): $78,000 USD

BENEFITS

• 3 weeks of paid vacation; 1 week of paid sick leave
• Comprehensive medical and dental insurance
• Fully stocked snack room

*This is an in-office position

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.