Sales Associate

FINSIGHT is an NYC based Fin Tech company dedicated to transforming how capital markets operate. We specialize in creating technology that enables the world's leading investment banks, fortune 1000 companies, and the most impactful private equity firms and investors to accelerate data driven decision-making across Equity, Debt, M&A and Corporate Finance transactions.

We are looking for a charismatic, self-motivated, and intellectually curious individual who wants to build a career driving the growth of innovative financial technology. This role is focused on developing new business opportunities and supporting Director level sales members covering bulge bracket investment banks, fortune 1000 companies, and private equity firms.

If you believe you excel in critical thinking, developing relationships, and operating at a fast pace we hope you consider FINSIGHT’s Sales Associate position.

• 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.

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
• 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

• Midtown Manhattan

• Base Salary (per year): $66,500 USD
• OTE (commissions + base salary): $100,000 USD (no ceiling)

• 3-weeks of paid vacation; 1-week paid sick leave
• Comprehensive medical and dental insurance / 401(k)