About the Role
ENTERPRISE SALES PLAYER/COACH needed at one of our Agentic AI Investment Technology STARTUPS!!! Hybrid 3x per week in office in NYC only. Base $200k - $250k plus strong commission plan and EQUITY. Must have 5 - 10+ years of experience selling enterprise SaaS, research, analytics, AI, etc. into traditional asset managers, investment banks and most importantly PE firms across the front to back office. This is primarily upselling into existing accounts - ideal candidates will have both new logo and farming experience. You will be a hands on player/coach, both selling directly and leading a team so ideally you will have some leadership experience (though not completely required). Must also have experience landing and expanding enterprise deals, i.e. selling a $250k new logo deal and turning that into $1.5m+ over time.
Our client develops autonomous AI agents that eliminate the repetitive, manual work slowing down financial institutions. Their technology supports credit, investment, ESG, and compliance workflows for leading asset managers, PE firms and investment banks.
You will own growth within a fast-scaling portfolio of enterprise asset managers already using the firm's offerings. This is a senior land-and-expand role: turn early workflow wins into platform-wide rollouts across Front, Middle, and Back Office, closing large, multi-year expansions that reshape how clients operate.
You’ll lead account strategy end-to-end stakeholder mapping, whitespace discovery, 12-month plans, internal outbound pipeline, and executive-level deal execution.
Key responsibilities:
- Account mapping & plans: build FO/MO/BO stakeholder maps; create and run 12-month expansion plans with deal sequencing and quarterly forecasts.
- Expansion pipeline: generate aggressive internal outbound pipeline (new teams, workflows, regions, products); multi-thread for urgency and momentum.
- Workflow expansion: uncover pain across FO/MO/BO and translate into AI agent use cases with measurable outcomes.
- Discovery & close: run senior discovery, build ROI cases, own proposals/pricing, and drive to signature.
- Executive navigation: manage complex buying committees and long cycles with CIO/COO, investment, risk, ops, compliance leaders.
- Cross-functional leadership: partner with CS on triggers/renewals/upsells and with Product/Eng on roadmap informed by expansion needs.
Requirements:
- 10+ years enterprise B2B sales; 5+ years selling into Asset Managers, Banks and/or PE firms across FO/MO/BO.
- Proven expansion track record (not just renewals).
- Excellent account mapping, whitespace analysis, and multi-stakeholder planning.
- Relentless internal outbound and multi-threading instincts.
- AI/data platform fluency and outcome-led discovery skills.
- Credible, resilient presence with senior investment and ops leaders.