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Sales Manager - Dual Team Leadership - FinTech Focus (Contract to Hire)

ATTIX
New York, NY Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/8/2025
Job Description: Sales Manager (Dual Team Leadership - FinTech Focus)

Company: Attix Inc.

Location: Soho, New York 10012

About Attix

Attix is a dynamic and rapidly growing fintech organization dedicated to revolutionizing the financial services industry. We are committed to innovation, customer success, and building a world-class team. We house two distinct, yet synergistic, fintech companies under our umbrella, both focused on empowering investors and driving capital growth.

Job Summary

We are seeking a highly motivated and experienced Sales Manager to lead two distinct sales teams within our Soho, New York office. This pivotal role requires a strategic leader with a proven track record in fintech sales, specifically in both membership-based software sales and capital raising. The ideal candidate will possess a deep understanding of the retail investor landscape and the dynamics of private capital markets.

Responsibilities

  • Dual Team Leadership & Management:
    • Provide strategic direction and day-to-day leadership to two specialized sales teams:
      • Focused on membership sales of algorithmic trading software to retail investors.
      • Focused on raising capital for private investment opportunities.
    • Train sales professionals for both teams, tailoring training to the specific sales methodologies required.
    • Conduct regular performance reviews, provide targeted coaching, and foster a culture of continuous improvement.
    • Manage team dynamics, resolve conflicts, and ensure a cohesive and high-performing sales environment.
  • Sales Strategy & Execution:
    • Develop and implement distinct sales strategies for each team, aligning with their specific target markets and product offerings.
    • Drive membership growth through effective lead generation, product demonstrations, and customer retention strategies.
    • Build and maintain relationships with high-net-worth individuals and institutional investors, and manage the capital raising process.
    • Analyze sales data, market trends, and competitor activity to identify opportunities for growth and optimization.
    • Ensure both teams utilize CRM systems effectively to track sales activity and manage client relationships.
  • Performance Management & Reporting:
    • Establish clear sales targets, KPIs, and performance expectations for both teams.
    • Monitor and report on sales performance, providing regular updates to senior management.
    • Develop and implement sales incentive programs to motivate and reward high-performing individuals and teams.
    • Generate accurate sales forecasts and reports for both business units.
  • Client Relationship Management:
    • Ensure excellent customer service and support for software members, building long-term relationships.
    • Cultivate and maintain strong relationships with investors, providing transparent and timely communication.
    • Address complex client inquiries and resolve escalations effectively.
  • Compliance and Regulatory Awareness:
    • Ensure both teams operate in compliance with all relevant financial regulations and industry standards.
    • Stay up-to-date on changes in the fintech landscape and regulatory environment.
  • Collaboration & Communication:
    • Facilitate efficient communication and collaboration between the two teams, as well as with other departments.
    • Effectively communicate sales performance and market insights to senior leadership.
Qualifications

  • Bachelor's degree in business, finance, or a related field.
  • Proven experience in fintech sales management, with a strong understanding of both software sales and capital raising.
  • Demonstrated success in leading and developing high-performing sales teams.
  • Deep understanding of the retail investor market and private capital markets.
  • Strong knowledge of algorithmic trading platforms and financial technology.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong analytical and problem-solving abilities.
  • Proficiency in CRM software1 (e.g., Salesforce, HubSpot).
  • Ability to thrive in a fast-paced and dynamic environment.
  • Knowledge of financial regulations.

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