Senior Sales Executive, Financial Clients - GLLF

About the Role

In this role as a Senior Sales Executive, you will:

• Own full-cycle enterprise sales: prospecting, discovery, value mapping, business case development, multi-threading, negotiation, and close
• Build the segment from the ground up: create and execute a focused territory and account strategy for private asset managers and hedge funds; develop repeatable motions and messaging for this buyer set
• Engage senior stakeholders across investment and legal-adjacent workflows (e.g., Partners/MDs, VPs, investment teams, fund operations, GCs, legal ops/KM where applicable) with compelling storytelling, tailored demos, and ROI-driven narratives
• Run structured opportunity plans: validate needs, align on success criteria, build mutual close plans, and drive complex deals to signature
• Become product fluent across solutions that support transactional and diligence-heavy workflows (e.g., CoCounsel and adjacent solutions used in due diligence, drafting/review, collaboration, and benchmarking including HighQ and Noetica); tailor demos to transactional personas
• Create pipeline with disciplined outbound: execute targeted outreach, ecosystem mapping, and account-based campaigns to build durable pipeline in a historically under-penetrated segment
• Orchestrate internal resources (SEs, BDRs, marketing, enablement, legal, leadership) to progress multi-stakeholder opportunities and land/expand within accounts
• Drive internal alignment and influence: communicate learnings from the field, shape segment positioning, and influence product/enablement priorities to accelerate adoption
• Maintain forecasting rigor and CRM hygiene: accurate forecasting, consistent qualification (MEDDICC or similar), and strong opportunity documentation

• Consistent quota attainment: meet/exceed monthly, quarterly, and annual new business targets for the asset management segment
• Pipeline generation: build and sustain 3x quota pipeline through high-quality outbound, targeted campaigns, and partnership-driven sourcing
• Activity/coverage: maintain a strong customer-facing cadence (e.g., 10+ qualified customer meetings per week) and prioritize external momentum over internal overhead
• Messaging excellence: continuously refine segment-specific value messaging and competitive positioning as the market evolves
• Strategic rigor: maintain an actionable Territory Business Plan and account plans for top logos; document mutual close plans and next steps in CRM
• Builder mindset: contribute to and improve the Project Keystone GTM playbook—what works, what doesn’t, and why—so the team scales faster

You're a fit for the role of Senior Sales Executive if your background includes:

• 4+ years of successful B2B software/SaaS sales experience with alternative asset managers (private credit, real estate, corporate credit), transactional workflows, outside counsel dynamics, or legal tech/information services
• High-agency operator: you create clarity where there isn’t any, develop creative solutions, and execute independently without waiting for perfect inputs
• Drive and resilience: genuine motivation to build something new, take on challenges, and push through ambiguity in a change-resistant industry
• Coachability: you seek feedback, learn quickly from experts, and are willing to try new methods—even when it challenges your defaults
• Relationship management & business development strength: proven ability to build long-term professional relationships, earn trust with senior stakeholders, and maintain genuine curiosity about customer problems
• Communication and influence: ability to align internal teams and external buying committees around a shared vision and a mutual path to value
• Fluency in modern sales methodologies: MEDDICC/Challenger/Solutions Selling, mutual action plans, and value-based selling
• Workflow orientation: you can translate product capabilities into customer outcomes—adoption plans, time savings, risk reduction, and measurable ROI—within diligence and transaction-heavy environments.

• Flexibility & Work-Life Balance:
  Flex My Way is a set of supportive workplace policies designed to help manage personal and professional…