What are the responsibilities and job description for the Strategic Sales Director position at GLASS LEWIS & CO LLC?
Job Details
Description
The Strategic Sales Director will drive sales efforts to financial institutions with a primary focus on new business development and client growth. The successful candidate will expand the new business effort in the applicable region by proactively identifying opportunities, coordinating resources, and demonstrating technical product expertise. They will also serve as a resource to lead projects and manage responsibilities that create new sales opportunities with existing and prospective clients, as well as mitigate client retention risk. The best candidate for this role has a good understanding of the existing dynamics of the corporate governance, investment stewardship, and ESG markets, and direct experience building strategic relationships with asset owners, asset managers, and other relevant parties.
Responsibilities
- Identify, target and engage with prospects across assigned territory
- Create and manage new business opportunities, including demonstrating products, creating presentation materials, and coordinating responses to RFPs and questionnaires
- Develop deep technical expertise in GL products, and knowledge of GL staff and processes
- Coordinate meetings as needed, including client due diligence visits, sales presentations, and conferences and events hosted by GL or otherwise
- Collaborate with the Client Service team to strengthen relationships with existing clients and identify opportunities for cross-selling
- Assist the Senior Director of Strategic Sales – Americas by managing special projects and ensuring important market intelligence is gathered and provided on an ongoing basis
- Identify sales trends and opportunities to improve processes by analyzing internal and external data
- Document interactions and all appropriate activity in the company’s CRM and actively maintain accurate pipeline information and data for existing and prospect accounts
- Other responsibilities as assigned
Qualifications
- Undergraduate degree required; MBA or other relevant graduate degree preferred
- 5 years of relevant experience required
- Experience in a related sales role, including opportunity creation with both new prospect and existing client accounts
- Institutional investor related work experience required; Prior sales related experience with asset managers and asset owners desired.
- Ability and communication skill to initiate and develop meaningful relationships across all levels of clients and prospects, from C-suite to day-to-day administrative contacts
- Experience and skill in delivering presentations at a high level within the financial services market
- Organized, efficient, accountable, and comfortable in a deadline-driven environment
- Interpersonal skills to build collaborative internal relationships and shepherd necessary resources for success across departments
- Excellent writing and communications skills
- Willingness to work autonomously to solve problems in a flat organization
- Proficiency with Microsoft Office suite; familiarity with sales CRMs like Salesforce or HubSpot preferred
This position reports to: Senior Director of Strategic Sales - Americas
Position location: This position can be located in AR, AZ, CA, CO, DC, FL, GA, IL, KS, MO, MT, NC, NV, NY, OK, SD, TN, TX, or WA
Glass Lewis is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state or local law.