Sales Manager (Investment Banking)

  • Location

    United States

  • Sector:

    Technology Sales

  • Job type:


  • Salary:


  • Contact:

    William Taylor

  • Contact email:


  • Job ref:

    BT - 238

We are passionate about helping dealmakers in the world’s biggest relationship-driven industries to find, manage, and close the most important deals. Our Relationship Intelligence platform uses the data exhaust of trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers with their networks to deliver automated relationship insights that drive over 450,000 deals every month. With over 1700 customers in 70 countries on our platform, and being ranked in the Inc. 5000 fastest growing companies, we need more great people to help us scale even more.

We are a relationship intelligence platform built to expand and evolve the traditional CRM. Using AI and natural language processing, we help your team curate and grow its network by unlocking introductions to decision-makers and auto-populating your pipeline to increase deal flow. Since our inception 5 years ago, we have scaled revenues to 25 mil ARR and are looking to double to 50 mil in 2022 after a big Series C round ($80mil) in September 2021.

As our company and the sales team continue to expand and grow, we are looking for an additional Sales Manager to catapult our growth into other verticals and manage our top-performing AE’s. Reporting to the VP of Sales, you will have a seasoned sales team built that you will help accelerate while you define and fine-tune what relationship intelligence solutions can do for the modern enterprise.


  • You will lead and coach a team of high-performing sales reps in a high-volume, outbound, and inbound lead generation environment.

  • Ensure AE’s are effectively managing and closing accounts according to their quota

  • You will be responsible for hiring more reps to expand the team, assisting in sales planning, while working closely with the VP of Sales in creating the playbook to advance the sales organization to the next level. 

  • You will be collaborating with Sales reps, fellow Sales Managers, Solutions Engineers, Marketing, and Customer Success.


  • 3+ years of experience selling into the Investment Banking vertical, or other highly regulated industries (ex; insurance, healthcare, or government)

  • 5+ years of sales experience selling SaaS products

  • 3+ years of SaaS sales management experience

  • Strong technical acumen to confidently speak to our full solution- including custom API integrations, commercial negotiations, and executive presentations

  • Expertise in CRM and modern sales tools and methodologies

  • Solid track record of success working with other departments in a startup poised for high growth (i.e., marketing, HR, finance, engineering, product)

  • Successful track record managing reps that have a wide array of industry and company size targets (SMB, Midmarket, Enterprise)

  • Ability to demonstrate forecast accuracy and methodologies

  • Able to provide examples of training programs and practices you’ve used to coach highly effective sales teams

  • You're a team player that will not just help your direct reports but also the greater sales/ revenue team


  • You've worked at a startup before and are adaptable to a fast-paced product environment

  • You have a strong understanding of the financial services industry, or you have a degree in finance

  • You’ve worked in or sold to verticals such as Financial Services, Commercial Real Estate, and/or Professional Services


  • $130,000 Base Salary

  • $260,000 OTE

  • Equity