Sales Director

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Job Identification Number: 845

Location: San Francisco, CA

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


Our client is seeking a Sales Director in their San Francisco based office.

Primary Responsibilities:

  • Planning and executing a sales strategy for the private fund space including: hedge funds, fund of funds, private equity and real estate – covering both the GP and LP sectors
  • Achieving assigned sales goals
  • Ownership of sales presentations
  • Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses
  • Monitors competition by gathering current marketplace information on pricing, products and new products
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
  • Work closely with Product to ensure our offering is market leading
  • Communicate and collaborate with sales, marketing and operations team members
  • Contribute to the team effort and work on special projects

Qualifications and Requirements:

  • 4 year degree
  • Minimum 5 years proven history of meeting sales goals within the private funds space.
  • Proficient with Microsoft Office products.
  • Advent Geneva, eFront and/or Investran experience a plus.
  • Other desired qualifications: superior analytical skills, closing skills, excellent communication skills, can work independently, segment management, prospecting skills, negotiation, self-confidence, product knowledge, presentation skills, and client relationships.