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Financial Services
Generates and closes net-new B2B business across infrastructure and energy markets. Responsibilities include self-sourced prospecting, inbound opportunity conversion, high-volume pipeline management, forecasting, CRM hygiene, discovery, solution positioning, objection handling, and cross-functional collaboration. The role requires quota achievement, sales technology proficiency, financial understanding, adaptability to specialized domains, and three in-person workdays weekly at the New York office.
Financial Services
Own customer success activities including onboarding, user training, support, proactive engagement, and at-risk account outreach. Partner with Sales and Account Management to increase product adoption, improve retention, gather client feedback, and influence the product roadmap. Build trusted client relationships while meeting KPIs for usage growth, client meetings, retention, and satisfaction.
Financial Services
Leads U.S. accounting and group consolidation, including month-end close, financial reporting, tax accounting, audits, internal controls, intercompany transactions, M&A due diligence, cash management, and NetSuite administration. Manages a three-person team, supports system implementations, advises on technical accounting issues, oversees state sales tax compliance, and provides insights to senior leadership.
Financial Services
Supports equity research on publicly traded real estate securities and REITs by building financial models, valuations, projections, and databases. Analyzes earnings, financial statements, market news, economic forces, and conference calls; drafts research reports and sector updates; develops investment recommendations; and communicates with sales teams, company management, investors, and market contacts. Requires strong finance, valuation, analytical, research, writing, organization, and multitasking skills.
Financial Services
Sell research, data, analytics, news, and advisory products to business clients. Responsibilities include territory planning, outbound prospecting, pipeline generation, C-level engagement, consultative selling, quota attainment, forecasting, CRM tracking, and acquiring new customers. The role requires full-cycle B2B sales experience and is hybrid, with three days per week in the London office.
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