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    Enterprise Sales Director

    Confluence

    🇺🇸 United States
    Remote
    Financial
    Hybrid
    See your match score
    Posted 5 days ago
    Work Type

    Remote

    Vertical

    Financial

    Source

    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

    Bachelor's Degree·Required
    Prospecting·Required skill
    Negotiation·Required skill

    Typical Day — Sales Rep

    Stakeholder meetings3–5/week
    Proposals & business cases1–2/week
    Pipeline managementDaily

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Remote Friendly

    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

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    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

    Enterprise-Sales
    Sales-Director
    Financial-Technology-Sales
    New-Business-Sales
    Business-Development
    —

    How do you coach underperforming reps?

    Template question
    —

    Describe your forecasting methodology.

    Template question
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    How do you structure onboarding for new hires?

    Template question
    Research Confluence's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    Sales 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?

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