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

Consulting
Financial Services

Compensation Overview

$175k - $266kAnnually

+ Bonus

Expert

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)
  • Strong business acumen, including strategic planning and execution, project management, and process enhancement and design
  • Structured, hypothesis-driven problem-solving
  • Expert communication, interpersonal, and relationship-building capabilities
  • Strong executive presence and ability to project confidence without arrogance
  • Advanced sense of intellectual curiosity
  • Change management
  • Financial acumen
  • Confidentiality and ability to use judgment and discretion with sensitive company / employee information.
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, healthcare organizations, and non-profits, plan for their financial futures through services like investment advice, financial planning, and retirement planning. PFM operates mainly in the public finance sector, offering tailored financial solutions that cater to the specific needs of its diverse clientele. This includes specialized teams for transportation finance and economic consulting, which assist clients in developing effective financial strategies and planning for economic development. PFM also offers ESG solutions for clients interested in sustainable investments. What sets PFM apart from its competitors is its deep industry expertise and a strong commitment to understanding the unique challenges faced by its clients, making it a trusted partner in the public finance sector.

Company Stage

Acquired

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
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 PFM opportunities to integrate advanced technologies.
  • Expansion of public-private partnerships in infrastructure projects benefits PFM's transportation finance.

What critics are saying

  • Increased competition from AI-driven financial advisory services challenges PFM's traditional model.
  • PFM's acquisition by U.S. Bancorp may lead to strategic misalignments and conflicts.
  • Technological risks from AI-powered drive-thru systems could affect PFM's client satisfaction.

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 expertise.
  • PFM's client-focused approach ensures customized financial strategies for unique client needs.

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