About the Role
HEAD OF MID MARKET SALES needed at one of our Investment Technology Data and Analytics platform clients! Hybrid 1 - 2x per week in office in NYC only. Base $175k - $250k plus performance bonus (first year guaranteed). You will be building a GTM sales team from the ground up for a new mid market vertical selling into the buy side, sell side and private markets firms. Must have experience building and leading teams selling relevant SaaS solutions into these markets, ideally a SaaS Data Platform.
Position Summary
The Head of Middle Market Sales will be responsible for building a new go-to-market (GTM) motion from the ground up targeting mid-market financial institutions, asset managers, private capital firms, and regional banks. This leader will recruit, develop, and manage a high-performing sales organization, define the sales playbook, and establish the commercial foundation for long-term scalable growth. This role requires a mix of strategic vision, entrepreneurial drive, and hands-on sales leadership in complex B2B technology environments within financial services.
Responsibilities:
1. GTM Strategy & Execution
- Work closely with key stakeholders to design and execute a complete go-to-market strategy for the middle market segment (including segmentation, pricing, sales motion, and channel strategy).
- Help validate the ideal customer profile (ICP) and targeted messaging, positioning, and value proposition for mid-market financial institutions.
- Partner cross-functionally with marketing, product, and customer success to align demand generation and post-sale delivery.
2. Sales Leadership & Team Building
- Recruit, onboard, and lead a new team of enterprise account executives and business development professionals from scratch.
- Build a high-performance, metrics-driven sales culture focused on accountability, client success, and continuous improvement.
- Coach and mentor sales talent on solution selling, financial data workflows, and multi-stakeholder deal cycles.
3. Pipeline & Revenue Management
- Drive predictable revenue growth through disciplined pipeline management, forecasting, and territory planning.
- Collaborate closely with revenue operations to establish performance metrics, CRM rigor, and sales process consistency.
Qualifications:
- 7+ years of experience in B2B sales leadership within financial technology. Majority of this experience should be within SaaS Data Platform High Velocity sales specifically, with a strong network across the buy side, sell side, and/or private markets.
- Proven track record of building and scaling a new High Velocity sales organization (preferably from zero to meaningful ARR).
- Deep understanding of financial data workflows — including portfolio management, risk, operations, or data management systems.
- Exceptional leadership, communication, and organizational skills; thrives in a high-growth, fast-paced environment.
- Experience working both with complex sales cycles ($250k–$2M+ ACV) and with high-velocity sales cycles ($50k - $150k+ ACV)
- Entrepreneurial mindset with strong operational discipline — equally strategic and execution-focused.