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Senior Practice Management Consultant
Private Markets
Posted on 9/15/2022
INACTIVE
Locations
New York, NY, USA • Boulder, CO, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Creativity
Hubspot
Management
Sales
Requirements
  • 5+ years of quota-achieving sales success and client management within the alternative investment industry
  • 2+ years of experience in a high-growth company selling technology solutions
  • Experience selling to and a deep network of Investment Advisors
  • Excellent interpersonal and written/verbal communication skills
  • A customer-focused mentality with an understanding of unique client needs
  • Entrepreneurial spirit with a drive to win and solve problems
  • Values aligned with personal growth, empathy, creativity, teamwork, and communication
  • A local presence in Boulder, CO or New York, NY
  • A Bachelor's Degree or higher
Responsibilities
  • Drive revenue growth by onboarding new clients and driving platform usage
  • Achieve monthly and quarterly platform usage goals
  • Establish professional, working, and consultative relationships with customers
  • Construct, forecast, and manage pipeline of new inbound/outbound business opportunities
  • Collaborate with technical/product colleagues to refine product feature/functionality
  • Support and execute sales strategy and process, value proposition and positioning, and demand generation programs
Desired Qualifications
  • Familiarity with CRM platforms such as Monday.com and Hubspot is a plus
TIFIN

201-500 employees

Fintech assest management software
Company mission
Tifin’s mission is to make investing a more powerful driver of financial wellbeing. Tifin builds engaging experiences through powerful AI and investment-driven personalization. The company leverages the combined power of investment intelligence, data science, and technology to make investing a more engaging experience and a more powerful driver of financial wellbeing.
Benefits
  • Performance linked variable compensation, including equity
  • Medical, dental, vision, insurance
  • Open PTO and Company-paid holidays
  • Remote work flexibility
  • Corporate Social Responsibilty opportunities
  • Fully stocked office kitchens
  • Company sponsored events
Company Values
  • Shared Understanding through Listening and Speaking the Truth
  • I Win for Teamwin
  • Make Magic for our Users
  • Grow at the Edge
  • Innovate with Creative Solutions