Senior Account Executive

Seniority level

Mid‑Senior level

Full‑time

Sales and Business Development

Software Development

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• Bipsync is a fast‑growing financial technology SaaS company with a product thoughtfully designed to optimise research management.
• Our customers include the world’s leading investment management firms, including fund and asset managers and asset allocators.
• You will be joining an established Sales team and will help drive new business and achieve revenue targets. You will be responsible for managing all aspects of the sales lifecycle and pipeline, and for achieving or exceeding annual sales goals.
• You will work remotely, with the option to use our inspiring Cardiff office or any UK‑based Industrious location whenever you wish.
• We offer significant benefits in an exciting, friendly and flexible work environment.
• We are an equal‑opportunities company that values diversity, and encourage all qualified applicants to apply. Please don’t hesitate to send in your application even if you don’t fully meet all the criteria.

Bipsync is a leading provider of research and workflow management solutions purpose‑built for investment management. We use modern technologies, agile processes, and user‑centered design to drive speed, agility, quality, and efficiency into our clients’ processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre‑launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence.

The Research Management market is worth billions of dollars, but until now has been served by old‑fashioned, legacy software companies. Our modern, mobile‑friendly, design‑focused product quickly established a foothold and reputation, and now wins over most clients when we’re up against the competition. The opportunity is massive.

We’re a fast‑growing business with solid investment, a proven product strategy and a lucrative target market. This brings a number of benefits, including a high level of autonomy, a tightly‑knitted team, and a lack of bureaucracy. The Bipsync team is driven by creative people who want to build extraordinary products for an underserved market.

As a member of the fully‑dedicated sales team, you will bring a consultative approach to help drive our revenue growth objectives. You will own the day‑to‑day relationship with qualified prospect accounts, which range from startup hedge funds/ PE funds to $1T+ asset management firms and LP/ Asset Al locators including Endowments, Foundations, SWF’s, Pension Funds, Family Offices, OCIO/Investment Consultants and more. You are:

• Passionate about the company and the products you sell
• Organized and diligent.
• Quick‑witted and curious, and have a desire for continuous improvement in your work.
• Coachable, and enjoys coaching others.

• Work with Leadership to collaboratively develop a plan to achieve sales targets and track to agreed KPIs.
• Actively follow‑up with qualified inbound and outbound leads generated by Marketing & Sales Development Associates, self‑generate new prospect opportunities, and gather referrals.
• Build and manage a sales pipeline to ensure a constant stream of monthly, quarterly, and annual sales.
• Drive opportunities forward through the sales pipeline to convert prospects to clients.
• Conduct online and in‑person demos of the Bipsync Platform to multiple stakeholders in prospect accounts.
• Partner with Customer Service/implementation to properly scope customer implementations.
• Negotiate contracts, and support prospect due‑diligence process.
• Regularly maintain CRM system and related tools for accurate and current contact, account and opportunity records.
• Provide thoughtful, regular feedback to Sales Leadership, Marketing, and Customer Success to inform constant improvement in sales operations.
• Opportunity to travel to visit key prospects and attend industry conferences.