Original listing text, shown exactly as published by the company.
What you’ll do
Pipeline Generation
- Target CFO, COO, and Head of IR at institutional PE firms using account-based strategies
- Build multi-quarter pipeline for long-cycle deals while maintaining near-term coverage
- Leverage partners - placement agents, auditors, legal advisors, consultants - for access and acceleration
- Adjust targeting and messaging based on territory performance and fund cycle timing
Sales Process
- Design discovery for complex PE organizations and build a business case spanning both technology and fund administration
- Re-qualify continuously as stakeholders, fund timing, and partnership dynamics shift
- Map buying processes and required approvals, including partnership votes and investment committee sign-off
- Get ahead of institutional objections - security reviews, SOC compliance, transition risk, data migration - before they surface
Deal Strategy & Execution
- Lead long-cycle deals with formal mutual action plans and milestone-based progress
- Manage procurement, legal, security, and implementation steps - including RFPs and operational due diligence - without losing momentum
- Coordinate internal leaders proactively and communicate risks and tradeoffs clearly
Solution & Platform Positioning
- Consult credibly on complex PE workflows: waterfall calculations, carried interest, multi-tier fund structures, ILPA compliance, and institutional LP reporting
- Counter entrenched competitors with specific, evidence-based proof points
- Lead outcome-focused demos for senior stakeholders and set expectations responsibly using roadmap context
Executive Influence
- Show up with executive presence in front of Partners, CFOs, and COOs and lead high-stakes conversations without hesitation
- Navigate incumbent relationships, partnership politics, and fund timing pressures with empathy and judgment
Qualifications
Must Haves
- 4-8 years of B2B full-cycle, quota-carrying sales experience with consistent track record of attainment
- Experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders
- Demonstrated ability to navigate procurement, legal, and security processes
- Experience selling SaaS, financial technology, or professional services - ideally both
- Strong executive presence and ability to lead high-stakes conversations with senior PE professionals
- Proven territory and account planning skills with multi-quarter pipeline management
Nice to Have
- Direct experience selling into private equity firms or alternative investment managers
- Knowledge of PE fund administration, fund accounting, carried interest calculations, or institutional LP reporting
- Experience selling combined technology + services deals with complex pricing structures
- Existing relationships with institutional PE GPs, placement agents, auditors, or PE-focused consultants
- Familiarity with competitive landscape
CompensationCompensation for this position includes a base salary, commissions, equity, and a variety of benefits. The U.S. base salary target for this role is $145,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
