The ideal candidate will have a proven track record of leading high-performing global sales teams, achieving ambitious growth targets, and navigating complex sales cycles within the investment management technology space. The Global Head of Sales will act as both a strategic leader and a mentor, responsible for setting sales goals, optimizing performance, and ensuring the team has the tools and support needed to succeed. This role will require close partnership with product, marketing, finance, legal and implementation teams to align strategy and messaging, and to ensure smooth transitions across the client lifecycle.
Responsibilities:
- Lead and develop the Global sales team through regular coaching, individual mentoring, and hands-on training. Direct reports will include Regional Sales Heads, Global Sales Engineering and Global Sales Enablement.
- Develop and implement sales strategies that align with the broader global sales initiatives and the CRD go-to-market strategy.
- Drive bookings growth and achieve global, regional and initiative sales targets by building and expanding relationships with new and existing clients.
- Foster strong relationships with key decision-makers across prospective and existing clients, positioning CRD as a trusted partner.
- Serve as the primary commercial lead for strategic third-party partnerships and complex, multi-year engagements, ensuring alignment with client goals and CRD offerings.
- Collaborate with internal teams, including product management, marketing, and implementation, to optimize messaging and ensure consistency in client engagements.
- Utilize data-driven insights to refine sales tactics, improve forecasting and enhance team performance.
- Maintain a deep understanding of market needs, competitive landscape, and trends to identify and capitalize on new business opportunities.
- Collaborate closely with the State Street strategy team to align on partnership opportunities, acquisition targets, and go-to-market initiatives, ensuring a unified “One State Street” approach to market expansion and commercial strategy.
- Represent CRD at industry conferences, forums, and other thought leadership events to elevate the company’s presence in the market.
What you are responsible for
- Leading, mentoring, and developing a high-performing sales team, fostering accountability and growth.
- Managing all aspects of the go-to-market strategy and commercialization globally.
- Partnering with executive leadership and cross-functional teams to support sales processes, drive consistent messaging, and meet market demands.
- Working with marketing to support brand awareness and lead generation campaigns.
- Serving as a commercial leader for strategic accounts and multi-stakeholder engagements.
- Reviewing and providing guidance on complex proposals, RFPs, and strategic sales engagements.
- Championing the use of the Miller Heiman sales methodology to drive consistency and quality in sales execution across the team.
- Ensuring that the sales team remains well-informed of product developments and differentiators through collaboration with product teams.
What we value
These skills will help you succeed in this role:
- Proven ability to manage and inspire a large, diverse team of experienced sales professionals, including a track record of managing sales leaders.
- Track record of successfully leading sales teams and functions with ambitious yet achievable goals.
- Strong commercial acumen and ability to manage complex sales cycles involving large institutions.
- Exceptional ability to communicate, collaborate, and influence across internal teams and external stakeholders. Demonstrated ability to simplify complex topics and executive level messaging.
- Exceptional ability to negotiate complex, multi-year, financial transactions.
- Ability to adapt quickly to change and drive results amidst ambiguity.
- Demonstrated ability to be a strategic thinker and a hands-on leader, willing to step in and drive outcomes.
- Deep understanding of the investment management landscape, particularly the buy-side and front-to-back workflows.
- A passion for developing and mentoring future leaders, and for fostering an environment that encourages growth and excellence.
Salary Range:
$225,000 - $337,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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