Sales - NY

Primary Purpose of Role

You will be responsible for driving new business revenue and strategic account development across the Americas, selling our SaaS platform into top tier financial institutions. This is a full-cycle, hunter-oriented role where you’ll own your territory, build and manage pipeline, navigate complex deal cycles, and directly impact company revenue growth.

Core Accountabilities

You will own a defined territory and sales quota, driving annual new business revenue with accountability for pipeline generation, deal progression, and revenue attainment

• Execute a full-cycle, consultative sales process from prospecting and qualification through RFI/RFP management, technical discovery, and contract close


• Build and own strategic relationships with C-suite decision-makers (Head of Operations, Chief Risk Officer, Head of Technology, Treasurer) at target accounts


• Generate qualified pipeline through a mix of direct outbound prospecting, inbound lead management, strategic account planning and coordination with partner channels


• Develop and present customised business cases and ROI analyses that clearly articulate platform value to buyers and operational stakeholders


• Coordinate and orchestrate internal resources (Product, Client Services, InfoSec, Marketing) to support deal progression


• Maintain accurate CRM sales pipeline and forecasting to provide leadership with reliable revenue forecasts


• Represent CloudMargin at industry conferences, trade associations (ISDA, ISITSI), and speaking engagements as a platform and market evangelist


• Provide ongoing market and competitive intelligence to the Product and Marketing teams to inform roadmap priorities and messaging

Experience

• 7+ years of proven B2B SaaS or technology sales experience, with at least 4 years in a full-cycle, quota-carrying hunter role


• Demonstrated track record of consistently achieving or exceeding annual sales quotas in a competitive environment


• Deep domain expertise in capital markets, securities finance, derivatives trading, collateral management, or regulatory risk management


• Proven success selling enterprise solutions to Tier-1 and mid-market financial institutions (banks, broker-dealers, hedge funds, asset managers, insurance companies)


• Experience navigating complex, multi-stakeholder buying committees and managing RFI/RFP processes with industry sales cycles (3-12 months)


• Understanding of technology implementation lifecycles and ability to coordinate pre-sales technical resources


• Willingness to travel 10-15% for strategic customer visits, industry events, and onboarding activities

Skills

Sales Methodology & Execution

• Mastery of consultative, solution-based selling techniques with ability to position CloudMargin as a strategic partner
  


• Familiarity with modern sales methodologies (Challenger Sale, Value Selling, or similar frameworks)


• Expert use of Salesforce for pipeline management, forecasting, activity tracking, and CRM discipline


• Comfort with sales engagement tools, LinkedIn prospecting, and outbound-first selling techniques

Communication & Executive Presence

• Exceptional verbal, written, and presentation skills with ability to engage confidently with C-level executives


• Strong storytelling ability; you can translate technical product capabilities into clear business outcomes and ROI


• Ability to develop compelling proposals and presentations that add measurable value to the client’s buying process


• Comfort presenting to diverse audiences (finance, operations, technology, compliance) with tailored messaging for each stakeholder group

Strategic & Problem-Solving

• Strategic mindset with ability to identify emerging market trends, competitive threats, and product enhancement opportunities


• Excellent problem-solving skills; you challenge conventional thinking and help customers reimagine their existing practices and outcomes


• Ownership mentality; you take accountability for results and proactively remove obstacles

Collaboration & Relationship Building

• Team player who proactively collaborates with Product, Engineering, Marketing, and Client Success teams


• Natural at building and maintaining long-term executive relationships and leveraging networks for business development


• Coachable mindset, welcoming feedback, continuously improvement, and developing lasting sales discipline

Education / Professional Qualifications

Degree in Business, Finance, Economics, Systems, or related discipline desirable but not essential