Segment Leader, Financial Markets

Position Overview

Tech Insights is seeking a Segment Leader to own the commercial performance of our Financial Markets customer segment. This senior, commercially driven role has accountability for revenue outcomes across investment banks, asset managers, hedge funds, private equity firms, and semiconductor‑focused financial analysts.

As Segment Leader, you will define and execute the go‑to‑market strategy for Financial Markets, working closely with Sales, Marketing, and Business Development Representatives to drive recurring revenue growth, new logo acquisition, and platform adoption. This is a sales and product management role at the intersection of strategy and execution.

• Build and maintain a multi‑year growth plan covering opportunity assessment, account prioritization, and commercial levers
• Define go‑to‑market architecture: customer prioritization, value propositions by buyer type, and product‑to‑workflow mapping
• Own commercial packaging strategy, including product bundling and positioning for Financial Markets offerings
• Be the internal authority on financial services buyers and how they make purchasing decisions

• Design demand generation programs with Marketing targeting the right personas, messages, and channels for financial services
• Develop value propositions, use cases, and proof points in cooperation with Product Marketing for use by Marketing and BDRs in outbound and campaigns
• Enable BDRs with buyer context and objection handling to improve contact‑to‑meeting conversion
• Maintain target account lists and track funnel performance

• Hold joint accountability along with sales for Financial Markets recurring revenue across new logo, expansion, and renewal
• Maintain pipeline visibility and conduct regular reviews with Sales leadership
• Support Sales at critical deal stages with value framing, competitive positioning, and packaging guidance
• Identify at‑risk renewals early and build retention strategies with Sales

• Provide input into roadmap prioritization to ensure content depth and format reflect financial services use cases
• Identify coverage gaps and communicate them as requirements to Technical Product Managers

• 7–12 years of experience in B2B commercial roles within financial information services, investment research, technology intelligence, or related subscription‑based businesses
• Bachelor's or Master’s degree in finance, economics, business, or a related field preferred
• Demonstrated experience owning segment‑level or market‑level commercial strategy with revenue performance accountability, distinct from individual‑contributor sales
• Familiarity with financial services buyer personas including equity research analysts, portfolio managers, and technology due diligence professionals, and the workflows in which they consume third‑party intelligence
• Experience partnering with Marketing and BDR teams on demand generation programs; ability to translate segment knowledge into compelling messaging and campaign strategy
• Strong commercial analytical capability: able to interpret pipeline data, recurring revenue trends, and product usage metrics to drive strategic decisions
• Excellent written and verbal communication skills; comfortable engaging at the level of sophistication expected by senior financial professionals
• Self‑starter with strong commercial judgment, strategic orientation, and the ability to operate independently in a remote environment

• Sufficient familiarity with semiconductor technology trends (AI/ML compute, advanced packaging, photonics, memory) to engage credibly with financially sophisticated customers
• Working knowledge of export control concepts and ECCN/Entity List implications for technology transfer

• Company‑sponsored training and development opportunities
• Comprehensive benefits package (health, dental, vision, wellness, RRSP/401K matching, annual fitness reimbursement)
• Flexible vacation policy
• Trusted device reimbursement program
• Community involvement opportunities through charitable alliances
• W…