StepStone Group

Manages private market investments for investors

Associate Data and Technology Sales - Data and Technology Solutions

Account ExecutiveConfirmed live in the last 24 hours

Full-time$90k - $105k

About the Job

Requirements

A minimum of 3 years of experience in sales, business development, or a client-facing commercial role, preferably in the private market industry.
Demonstrated experience selling software as a service, data, analytics, or reporting solutions to institutional investors, asset allocators, or related financial services organizations.
Strong understanding of private markets, limited partner reporting requirements, fund performance analytics, and the allocator operating environment.
Strong communication and presentation skills, with the ability to establish credibility with sophisticated institutional audiences.
Prior experience at or deep familiarity with private markets data and technology providers.
Proven ability to manage and close complex, multi-stakeholder enterprise sales cycles.
Hands-on experience with Salesforce or a comparable customer relationship management platform, including pipeline management, reporting configuration, and workflow administration.
Strong analytical skills and demonstrated ability to build and maintain sales reporting, forecasting models, or operational dashboards.
Ability to learn recent technologies and tools while adapting to a fast-changing environment.
A bachelor's degree is required.

Responsibilities

Build and manage a pipeline of prospective institutional investor clients, including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, family offices, and other organizations.
Execute the full prospecting cycle by identifying and researching target accounts, initiating outreach, conducting discovery calls, delivering product demonstrations, managing evaluations, and closing new subscriptions.
Develop outbound strategies using industry conferences, events, referrals, and direct outreach to generate qualified pipeline.
Partner with marketing and product teams to develop account-targeted messaging and campaigns for limited partner buyers.
Maintain current knowledge of the competitive landscape.
Provide structured feedback to product and leadership on buyer needs, feature gaps, pricing sensitivity, and competitive dynamics encountered in the market.
Monitor trends in limited partner reporting, private markets data standards such as ILPA templates, and technology adoption among allocators to inform go-to-market strategy.
Maintain accurate and up-to-date Salesforce records for prospect activity, pipeline stage, and forecasted close dates.
Coordinate with finance, legal, and product teams on contract management, pricing workflows, and product onboarding, and support subscription renewals.
Report regularly to senior leadership on pipeline health, conversion metrics, and new business results.
Develop quarterly territory plans with targets by segment, channel, and geography.
Assist with broader SPI platform initiatives, account management, and platform enhancements.
Assist with projects as needed.

Desired Qualifications

An existing network of limited partner-side relationships across institutional investors.
Experience with enterprise pricing, contract negotiation, and legal review processes.

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview:

StepStone is seeking a driven and analytical Associate or Senior Associate to support the growth and operational success of its technology platform, SPI by StepStone. This hybrid role combines new client acquisition with sales operations, focusing on expanding the institutional investor client base while improving the efficiency and effectiveness of sales processes. The successful candidate will identify, engage, and convert prospective institutional investor clients while supporting sales operations through process optimization and performance analysis. The ideal candidate has a strong understanding of the institutional investor landscape and a proven track record of selling data, analytics, or reporting solutions to limited partners (LPs).

Primary Responsibilities:

Build and manage a robust pipeline of prospective institutional investor clients including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, family offices, and other organizations
Execute a full-cycle prospecting motion: identify and research target accounts, initiate outreach, conduct discovery calls, deliver product demonstrations, manage the evaluation process, and close new subscriptions
Develop outbound strategies leveraging industry conferences, events, referrals, and direct outreach to generate qualified pipeline
Partner with marketing and product teams to develop account-targeted messaging and campaigns that resonate with LP buyers
Maintain current knowledge of the competitive landscape
Provide structured feedback to product and leadership on buyer needs, feature gaps, pricing sensitivity, and competitive dynamics encountered in the market
Monitor trends in LP reporting, private markets data standards (e.g., ILPA templates), and technology adoption among allocators to inform go-to-market strategy
Maintain accurate and up-to-date CRM records (Salesforce) for all prospect activity, pipeline stage, and forecasted close dates
Coordinate with finance, legal, and product teams to support contract management, pricing workflows, and product onboarding and support subscription renewal processes
Report regularly on pipeline health, conversion metrics, and new business results to senior leadership
Develop quarterly territory plans that set targets by segment, channel, and geography

Secondary Responsibilities:

Assist on broader SPI by StepStone platform initiatives, account management, contributing to enhancements to platform
Assists with projects, as needed

Qualifications

Minium of 3 years of experience in a sales, business development, or client-facing commercial role, preferably in the private market industry
Demonstrated experience selling SaaS, data, analytics, or reporting solutions to institutional investors, asset allocators, or related financial services organizations
Strong understanding of private markets, LP reporting requirements, fund performance analytics, and the allocator operating environment
Excellent communication and presentation skills; ability to command credibility with sophisticated institutional audiences
Prior experience at or deep familiarity with private markets data and technology providers
Proven ability to manage and close complex, multi-stakeholder enterprise sales cycles
Hands-on experience with Salesforce or a comparable CRM platform, including pipeline management, reporting configuration, and workflow administration
Strong analytical skills with demonstrated ability to build and maintain sales reporting, forecasting models, or operational dashboards
Highly motivated self-starter who quickly adapts to a fast-changing environment to learn recent technologies and tools
Bachelor degree required

Preferred

Existing network of LP-side relationships across institutional investors
Experience with enterprise pricing, contract negotiation, and legal review processes

Salary Range: $90,000 - $105,000

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

#LI-Hybrid

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Candidates must be at least 18 years old to apply.

Developing People at StepStone

About the Company

StepStone Group

Manages private market investments for investors

StepStone Group manages private market investments for institutions and private wealth clients, building portfolios around their return goals and cash needs. Its separately managed accounts let investors tailor exposure across private equity, infrastructure, private debt and real estate. The firm commits capital to outside funds, buys stakes in existing funds and invests alongside other investment managers. It also advises clients on portfolio design and tracks their investments, earning management and advisory fees plus a share of investment gains through performance fees. StepStone Group was founded in 2007 and is headquartered in New York.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: New York City, New York
Founded: 2007

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