Head of Mid Market Sales

Position Summary

The Head of Middle Market Sales will be responsible for building a new go-to-market (GTM) motion from the ground up targeting mid-market financial institutions, asset managers, private capital firms, and regional banks. This leader will recruit, develop, and manage a high-performing sales organization, define the sales playbook, and establish the commercial foundation for long-term scalable growth. This role requires a mix of strategic vision, entrepreneurial drive, and hands-on sales leadership in complex B2B technology environments within financial services.

Responsibilities
1. GTM Strategy & Execution

• Work closely with key stakeholders to design and execute a complete go-to-market strategy for the middle market segment (including segmentation, pricing, sales motion, and channel strategy).
• Help validate the ideal customer profile (ICP) and targeted messaging, positioning, and value proposition for mid-market financial institutions.
• Partner cross-functionally with marketing, product, and customer success to align demand generation and post-sale delivery.

2. Sales Leadership & Team Building

• Recruit, onboard, and lead a new team of enterprise account executives and business development professionals from scratch.
• Build a high-performance, metrics-driven sales culture focused on accountability, client success, and continuous improvement.
• Coach and mentor sales talent on solution selling, financial data workflows, and multi-stakeholder deal cycles.

3. Pipeline & Revenue Management

• Drive predictable revenue growth through disciplined pipeline management, forecasting, and territory planning.
• Collaborate closely with revenue operations to establish performance metrics, CRM rigor, and sales process consistency.

Qualifications

• 7+ years of experience in B2B sales leadership within financial technology.  Majority of this experience should be within SaaS Data Platform High Velocity sales specifically, with a strong network across the buy side, sell side, and/or private markets.
• Proven track record of building and scaling a new High Velocity sales organization (preferably from zero to meaningful ARR).
• Deep understanding of financial data workflows — including portfolio management, risk, operations, or data management systems.
• Exceptional leadership, communication, and organizational skills; thrives in a high-growth, fast-paced environment.
• Experience working both with complex sales cycles ($250k–$2M+ ACV) and with high-velocity sales cycles ($50k - $150k+ ACV)
• Entrepreneurial mindset with strong operational discipline — equally strategic and execution-focused.

 The expected annual base salary for this position is $175,000 - $250,000. Our compensation package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, benefits including medical and prescription drug coverage, and 401k contribution matching.

The applicable annual base salary paid to a successful applicant will be determined based on multiple factors including without limitation the nature and extent of prior experience and educational background.

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