Full-Time

Commercial Strategy & Optimization Lead

Confirmed live in the last 24 hours

PFM

PFM

501-1,000 employees

Financial services for asset management and advisory

Government & Public Sector
Social Impact
Financial Services

Compensation Overview

$175k - $266kAnnually

+ Bonus

Senior

Remote in USA

Preference for candidates on the east coast.

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Required Skills
Salesforce
Requirements
  • Bachelor’s degree
  • Minimum of 10 years of prior CRO, biotech/pharma, or life sciences consulting experience with a strong focus on sales and marketing
  • Computer proficiency: Salesforce, MS Project, MS PPT, excel
  • Travel as required to manage and support business objectives (up to 35%)
  • MBA or MS (preferred)
Responsibilities
  • Together with the CCO, spearheads the development and implementation of the annual and long-range Commercial strategy
  • Identifies opportunities to improve commercial impact – with a focus on filling the funnel and improving win rate – and leads the execution and implementation of associated initiatives
  • Partners with other Commercial and Operations team members to develop and deploy an effective framework for identifying, pursuing and securing preferred partnership opportunities
  • Identifies approaches to increase sale of bundled service/capabilities to new clients and expand the footprint of existing relationships
  • Maintains deep understanding of commercial, competitor, and regulatory landscapes, and the resultant impact on commercial strategy and operations
  • Identifies enhancements to reporting and tracking tools to aid in the identification of issues, opportunities and trends, and to inform commercial strategy and tactics
  • Actively engages in activities designed to fortify the Commercial team culture (townhalls, annual sales meetings, routine communications, etc.)
  • Collaborates with the CCO to drive the agenda and engagement of the Commercial Leadership Team

PFM provides a variety of financial services, focusing on asset management, financial advisory, and consulting. The firm helps clients, including governments, educational institutions, and non-profits, plan for their financial futures through services like investment advice and retirement planning. PFM tailors its solutions to meet the specific needs of its clients, which allows them to effectively manage assets and navigate complex financial situations. Unlike many competitors, PFM has a strong emphasis on public finance and offers specialized teams for areas such as transportation finance and economic consulting. The company's goal is to deliver customized financial strategies that address the unique challenges faced by their diverse clientele, while also providing ESG solutions for sustainable investments.

Company Stage

Acquired

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG solutions aligns with PFM's sustainable investment offerings.
  • Digital transformation in public finance offers opportunities for PFM's tech-driven solutions.
  • Expansion of public-private partnerships benefits PFM's transportation finance services.

What critics are saying

  • Increased competition in ESG solutions may dilute PFM's market share.
  • AI-driven advisory services could disrupt PFM's traditional consulting business.

What makes PFM unique

  • PFM specializes in public finance, serving diverse clients like governments and nonprofits.
  • PFM offers tailored financial solutions, including ESG and transportation finance services.
  • PFM's client-focused approach ensures customized financial strategies for unique client needs.

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