LINEDATA vacancy search engine

Senior Sales Executive - Fund Services

Vacancy details

General information


At Linedata we believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership.

___________________________________________ WE HUMANIZE TECHNOLOGY ___________________________________________

20 years experience, 20 offices, covering 50 countries, more than 700 clients, we are close to 1300 employees providing global humanized technology solutions aimed at the investment management and credit community. Linedata supports companies to grow and strengthens the development of its clients.

Position description


Sales & Client Management - Sales Executive

Job title

Senior Sales Executive - Fund Services

Contract type


Job description

As a member of the North American Sales organization for Linedata's Back Office business, the Senior Sales Executive is primarily responsible for selling Linedata's complete suite of Back Office Investment Management solutions. This seasoned representative will focus on managing a pipeline, the sales process and closing of deals. The successful candidate will display a strong understanding of the investment management industry. He/She will be comfortable positioning solutions and products to senior level executives. In addition to having 8+ years of sales experience in the financial software arena, the ideal candidate will possess excellent verbal, written, interpersonal and relationship selling skills.

Essential Duties/Responsibilities
• Generate demand to grow and maximize sales revenue
• Identify new business prospects leveraging all channels (cold calling, networking, research, marketing campaigns, etc.) and develop and maintain strategic relationships with key decision makers/influencers for the procurement of solutions offered by Linedata
• Engage with the prospects to identify their business drivers, objectives, goals, organizational structure, existing technology landscape and future technology needs
• Work opportunities through the deal management process including leads qualification, first demos and RFP management process by coordinating with different parts of the Linedata organization including but not limited to pre-sales, product management, client services etc.
• Develop and maintain a database of potential and existing opportunities
• Coordinate business efforts with the marketing team and any other supporting party to qualify and convert identified suspects into leads, into opportunities
• Generate and follow up on proposals/offers to prospects
• Conduct the negotiation
• Finalize the contract until closing of the deal
• Increase and continually promote Linedata products in the market and act as the point of contact for new business leads.
• Mentor and coach junior sales executives


• Bachelors degree or equivalent in relevant field
• Minimum of 8+ years of successful direct selling experience to Investment Management industry
• Strong back office investment management financial products industry experience, with the ability to talk on a peer-to-peer level with senior executives and business teams
• Looking to be a part of a successful sales team
• Ability to comprehend Linedata's product suite and communicate our value proposition to prospects
• Ability to interact with all levels of management and staff, internally and externally
• Excellent presentation skills, verbal and written communication skills and interpersonal skills
• Hungry, driven to achieve goals
• Persistent / creative: won't stop at the first no, and will find a way into a prospect
• Available and willing to travel 10-20% of the time

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Linedata offers a competitive compensation and benefits package.


Position localisation

Job location

America/Carribean, USA, Massachusetts, Boston



Candidate criteria

Education required


Experience required

5 + years


English (Fluent/Proficient)

Area of study

Bachelors degree or equivalent in relevant field