Remote
Financial
himalayas
About this role
Location Boston, Pittsburgh or remote US, East Coast
Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures.
And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.As a member of the New Logo Sales Team, you will be responsible for promoting the Confluence suite of solutions within your territory. This will include the full suite of Confluence solutions across the investment lifecycle.
Your target market will span across Asset Managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners in the designated territory. Other clients, prospects or partners may also be added.
As a sales executive you will collaborate with Marketing and Product to develop and execute a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Business Development, this role is critical for expanding the Confluence business in the territory.
You will be responsible for the assigned quota for new sales into new relationships/accounts.Key Contributions
Driving enterprise sales process for new clients from identification to proposal to negotiation to close within assigned territory Achieve sales goals through the prioritizing your activity and sales pipeline. Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions Presenting solution
benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations Working hand in hand with Business Development Representatives (In regions where applicable)) and Marketing team to ensure a seamless transition from lead gener
Selling Motion
Sales Cycle
Enterprise
6–18 month cycles, complex multi-stakeholder deals
Prospecting
Channel / Partner
Sell through partners, resellers, or alliances
Buyer Persona
C-Suite
Selling to executive decision-makers
Requirements at a Glance
Typical Day — Sales Rep
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
Location flexibility
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
How do you coach underperforming reps?
Template questionDescribe your forecasting methodology.
Template questionHow do you structure onboarding for new hires?
Template questionSales leadership roles require balancing individual contributor revenue with team performance management.
Trust-building is paramount — prospects need confidence in your expertise.
This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.
Are you a closer?
Interested in financial? Build your profile to get matched with roles like this.
Explore More Sales Jobs
Similar Roles
Browse More Jobs
Ready to land your next closing role?
Build your free closer profile to get matched with high-ticket sales opportunities, track applications, and showcase your track record.
Join 500+ closers already on the platform • Free forever