Senior Account Executive

Summary

  • 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 join our New York team, working remotely, with the opportunity to use any CA-based Industrious offices.
  • 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.

About Bipsync

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.

About the Role

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 Allocators 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.

Responsibilities

  • 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 the point of a product trial, and on to converting prospects to clients.
  • Conduct online and in-person demos of the Bipsync Platform to multiple stakeholders in prospect accounts.
  • Partner with Customer Service to successfully complete product trials.
  • 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 Leadership, Marketing, and Customer Support to inform constant improvement in sales operations.
  • Opportunity to travel to visit key prospects and attend industry conferences.

Requirements

  • Bachelor’s degree and 6-8 years of experience in a client-facing and sales quota carrying role.
  • Experience selling into investment management a must.
  • Tech savvy, comfortable using CRM, video conferencing and analytics.
  • Goal-oriented with strong initiative and follow through.
  • You are highly organized and consultative with savvy business acumen.
  • Strong communicator who can give an excellent presentation, product demo and write an eloquent e-mail.
  • Empathy with a knack for understanding what a prospective customer really needs and why they need it.

Benefits

  • Competitive salary with the potential for a discretionary bonus on top of the base salary.
  • Medical, dental and vision insurance, plus life assurance and commuter benefits. 
  • Enhanced family-friendly policies.
  • 401(k) Plan with Employer Matching. 
  • Birthday celebrations, regular lunches, events and team nights out.
  • Unlimited vacation policy, flexible and remote working opportunities.
  • Potential for travel to the UK.
  • A flexible hybrid working arrangement, featuring a brand new, easily-accessible office.
  • Brand new equipment and a home office budget.
  • Learning and development opportunities, with a clear path for progression.

Diversity and Inclusion

Bipsync is proud to be an equal opportunities employer. Our inclusive culture empowers all of us to collaborate, belong, learn and grow. We recruit and reward based on capability and performance and encourage applications from all backgrounds and communities. We’re committed to having a team that is made up of diverse skills, experiences and abilities and we value the positive impact that difference has on our teams. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Customer Acquisition

Remote (California, US)

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