Enterprise Sales Director

Confluence

. Promote the Confluence suite of investment-data solutions within the assigned territory .

Posted 9/16/2026full-timeRemote • Massachusetts • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in enterprise sales, particularly in selling software solutions to financial institutions, while effectively managing the sales pipeline and achieving sales goals. Proficient in building relationships with senior leaders and delivering tailored business cases that highlight solution value.

Highest-signal resume keywords

Enterprise Sales ExperienceSalesforce ProficiencyFinancial Technology SalesPresentation SkillsMiller Heiman Methodology

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Process ManagementSolution SellingPipeline ManagementBusiness Case DevelopmentContract Negotiation

Soft Skills

Relationship BuildingCommunication SkillsOrganizational SkillsProblem-Solving SkillsAbility to Work Under Pressure

Tools & Technologies

Salesforce.comMicrosoft TeamsMicrosoft OutlookLinkedIn

Industry Keywords

Investment LifecycleAsset ManagersFund AdministratorsInvestment ConsultantsWealth ManagersAsset Owners

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Promote the Confluence suite of investment-data solutions within the assigned territory
Sell solutions across the investment lifecycle to Asset Managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners
Collaborate with Marketing and Product to develop and execute a pipeline of opportunities
Manage opportunities through the sales process and contract closure
Report to the Head of Business Development
Own the assigned quota for new sales into new relationships/accounts
Drive the enterprise sales process from identification through proposal, negotiation and close
Achieve sales goals by prioritizing activities and the sales pipeline
Develop and deliver tailored business cases demonstrating solution value or ROI
Present solution benefits through prospect-office visits, industry conferences and web-based demonstrations
Partner with Business Development Representatives and Marketing to transition leads through sales close
Maintain working knowledge of Confluence and competitor solution benefits and pricing
Use Salesforce.com to capture meeting, call and email insights for forecasting and pipeline management
Monitor industry trends and develop knowledge of client and prospect needs
Use industry and third-party relationships to build pipeline and expand Confluence's market reach

Requirements

What you’ll need

Bachelor's Degree from an Accredited University or equivalent industry experience
7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions
Experience within New Client / New Logo sales
Experience using Salesforce, Teams, Outlook, LinkedIn
Ability to network and build relationships with senior leaders at top global asset managers, Fund Administrators, Investment Consultants, Wealth Managers and Asset Owners
Proven experience in a high velocity sales environment with a multi-task ability
Experience identifying prospect needs and concerns
Strong written and oral communication, presentation, and organizational skills
In-person and virtual presentation skills, professionalism, analytical and conceptualization problem-solving skills
Ability to engage with prospects to learn critical information about their businesses and analyze complex business issues
Ability to work creatively under pressure and with deadlines
Strong ability to learn new business, data and technology concepts
Background in Financial Technology Sales
Understand Miller Heiman or comparable sales management methodology
Ability to work in the United States; pre-employment checks may include verification of right to work in the UK

Benefits

Comp & perks

Generous Time Off packages including additional half days with each public holiday in your location
Global Career Development opportunities
Social Events
Referral Bonus scheme - Upto $3,000 per successful referral
Flexible working options for all employees