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Top Sales Jobs in NYC, NY
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Drive new business and revenue expansion among hedge fund and alternative investment clients. Build executive relationships with CIOs, portfolio managers, and data teams; identify cross-sell and upsell opportunities; understand complex investment workflows; manage sales strategies, forecasts, and pipelines; and accurately document activities in CRM systems. The role partners with a Senior Client Account Executive and requires strong institutional enterprise sales expertise in alternative data or buy-side software.
Top Skills:
CRM
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Owns day-to-day relationships with a portfolio of U.S. hedge funds, serving as a strategic advisor across investment, data, technology, and operations teams. Responsibilities include guiding product and data evaluations, coordinating onboarding and production launches, resolving technical questions, driving adoption, identifying expansion opportunities, supporting revenue growth, and sharing client feedback with product and data teams. Requires institutional investment experience, strong financial data knowledge, technical aptitude, excellent communication skills, and regular New York-area travel.
Top Skills:
Data DictionariesData MappingsData SchemasEnterprise Data-Delivery ArchitecturesFinancial Data PlatformsHistorical DatasetsIdentifiersInstitutional SoftwareInvestment Analytics
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Grow revenue and adoption of Morningstar Direct and Report Distribution within strategic institutional accounts. Build executive relationships, uncover business needs, identify expansion opportunities, deliver product demonstrations, develop account growth plans, forecast pipeline, and negotiate and close new business. The role serves finance and investment clients across the U.S., requires approximately 30% travel, and is based four days per week in Morningstar’s New York City office.
Top Skills:
Morningstar DirectReport Distribution
One Month AgoSaved
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead global business development for structured credit, building relationships with asset managers, lenders, arrangers, issuers, and investors across CLOs, leveraged loans, and fund finance. Identify new business opportunities, expand ratings activity, represent Morningstar DBRS at client and industry events, and collaborate with analytical, marketing, and leadership teams. The role requires structured credit market knowledge, strong relationship-building skills, proactive commercial development, and confidence engaging senior financial stakeholders.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Sell and expand Morningstar Research Data Products to institutional clients (asset managers, hedge funds, banks). Own revenue targets, lead consultative conversations on data usage and licensing, deliver product demos, manage pipeline and forecasts in CRM, and collaborate with Product, Legal, and Customer Success. Role requires ~30% travel and is based in Chicago, New York, or London.
Top Skills:
CRMMorningstar Rdp
3 Months AgoSaved
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead and expand relationships with strategic institutional clients, develop and execute account plans, coordinate cross-functional engagement, identify business opportunities, represent the firm at meetings/events, and maintain account data and pipeline in Salesforce to drive adoption of Morningstar DBRS ratings.
Top Skills:
CRMSalesforce
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