Director, Sales

, NY, United States

What is the Enterprise Sales Director role?

PCR serves a wide variety of clients including some of the most important global financial institutions and other market-leading companies. We have a multi-channel sales model that targets large enterprises, mid-market advisors and banks and wealth tech firms. This is an ideal opportunity for sales professionals with demonstrated skills in enterprise financial services sales. This opportunity will allow the salesperson to solve problems beyond Data aggregation and the ability to qualify and build an opportunity will be important to win deals. Ideally a person who has worked or has a strong understanding of financial operations will have an added advantage in this position.

What tools and processes will I have to accomplish my mission?

HubSpot CRM

Microsoft Office Tools (e.g. PowerPoint, etc.)

LinkedIn and LinkedIn Sales Navigator

Web Analytics

Microsoft Teams

What is the nature of the team I will work with?

This is an individual contributor role that is part of a growing team reporting to the Chief Executive Officer.

What would be my specific responsibilities?

Generates and develops new business to meet specified goals.

Develops customer relations including but not limited to sales leads, research, cold calling,

qualifying leads, developing leads, and customer service.

Maintains and develops client relations for new and larger established existing customers, assuring all existing customers are contacted regularly to ensure customer satisfaction and develop need-based marketing relations.

Develops and implements a sales action plan with objectives and strategies to increase revenue and aggressively acquire new accounts.

Seeks and creates opportunities to expand business with current clients and identifies further business needs and develops and presents solutions.

Grows existing accounts and prospective clients to full potential and generates maximum revenue on a long-term basis.

Attends conventions, conferences, and trade shows as needed; prepares post-event reports and analysis.

Regularly interact with executives of major and prospective clients.

Analyzes existing and anticipated client needs and promotes company services to fill such requirements.

Manages the preparation and implementation of sales and business development plans, sales forecasts, and strategies.

Formulates the overall objectives and strategy to develop a high-value relationship within all targeted areas of the accounts.

Understands prospective client’s culture, product portfolio, competitive position, financial state, investment plan, organization structure and key decision makers.

Functions as liaison between client companies and operations staff.

Map target opportunities identifying influencers, decision makers and champions.

Leverage relationships and networks (personal, LinkedIn, etc.) to find entries into target opportunities.

Conduct critical qualification dialogs to determine investment in opportunity.

Work within the company’s sales process to accurately assess opportunity stage.

Keep accurate records of sales contacts and next actions.

Maintain a defensible forecast of new business closes.

Assist marketing team in developing strategies and targets for campaigns.

Efficiently engage technology and operation teams to support more technical aspects of sales.

Adhere to Company contract and pricing controls.

What are the skills I must demonstrate to be successful?

Track record of over-achieving quota

Excellent verbal and written communications skills

Strong listening and presentation skills

Professional presence needed to face off with senior executives at prospects.

What experience will set me apart for this role?

BA/BS degree or equivalent

Experience of selling solution and services to Wealth management eco system such as Independent Wealth managers, large Wealth management banks, Technology partners to Wealth mangers and asset owners service providers like Tamarac, Adeppar, Solovis etc.

A strong understanding of the wealth management and/or asset owners ecosystems, how it works, Key players and trends they are seeing, what are the challenges and opportunities in the eco system. The person should have the ability to understand and clearly define client challenges through a solution selling consultative approach.

What opportunities for advancement do I have?

As Enterprise Sales Executive you will be a critical resource in driving the Company’s marketing and sales activities. There are many opportunities in our rapidly growing company for successful leaders with the skills identified.

Am I required to work in the office?

PCR has adopted a flexible work policy that recognizes the major change in how teams collaborate. This role allows you to work remotely on a consistent basis.

Why Choose to Work at PCR?

While established, PCR’s culture is more closely aligned to one of a start-up. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and fosters a culture of listening and inclusion.

PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion, and be team players. Through diversity and inclusion, our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, an opportunity for advancement, flexibility and work-life balance and a safe place to work.

PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

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