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BetaNXT · 2 months ago

Senior Specialist, Product Sales

Full-time

Hybrid

Mid, Senior Level

3+ years exp

BetaNXT is a leading provider of frictionless wealth management infrastructure and real-time data solutions. The AVP, Product Sales will drive growth for the Client Communications business, focusing on new-logo acquisition and whitespace expansion while managing their own pipeline and collaborating with the Enterprise Sales team.

FinanceOutsourcingWealth Management

Responsibilities

Define named-account coverage, ideal customer profiles, and quarterly activity and revenue targets

Generate new opportunities through multi-channel outbound activity (email, phone, social, events)

Qualify and convert leads from Business Development and Marketing into sales-qualified opportunities

Lead discovery sessions to diagnose client pain points related to regulatory compliance, client experience, and operational efficiency

Build value-based business cases quantifying benefits such as e-delivery adoption, print and postage savings, and cost-to-serve reduction

Manage the full sales cycle, including RFPs, ROI/TCO modeling, negotiations, and contract execution

Maintain accurate pipeline and forecasting data within Salesforce

Operate within a team-selling model, working alongside: Enterprise Sales to align account strategy and executive relationships

Product Management and Solutions Engineering to tailor solutions and demonstrate value

Client Communications Operations, Security/Compliance, and Legal to ensure successful delivery and risk alignment

Develop and execute competitive strategies to displace point solutions and position BetaNXT’s differentiated value

Ensure smooth handoffs to Relationship Management and Client Success while identifying expansion and cross-sell opportunities

Qualification

B2B solution salesSalesforce proficiencyROI/TCO modelingFinancial services experienceWealth management experienceFintech experienceRelationship managementMEDDICC familiarityChallenger methodology familiaritySPICED methodology familiarityCommunication skills