THINKFOLIO
Sales Director
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Thinkfolio is an established, global fintech business, providing front-office decision infrastructure – portfolio construction, trading and order management, investment compliance, and cash & FX – to asset managers and, asset owners around the world. Trusted by clients managing over $6.7 trillion in assets, with more than 2,500 users globally, we are looking for a driven, relationship-focused Sales Account Manager to grow revenue from our existing client base and win new client relationships internationally.
This is a blended “hunter-farmer” role, combining new business development with hands-on account management. It is ideal for someone who ideally has direct experience of the investment management technology space, a solid working knowledge of the front office (portfolio management, trading/OMS and compliance), and the ability to communicate complex solutions clearly and persuasively to both new prospects and long-standing clients.
Job Purpose
Working closely with the Executive Leadership Team and wider commercial function, you will be responsible for two connected objectives: winning new client logos, and growing and protecting revenue within our existing client base through renewals, cross-sell and up-sell.
You will support the full client lifecycle, from prospecting, presentations and product demonstrations through to onboarding, relationship development and account growth. You will also work with internal product and technical teams to ensure that client requirements are understood and addressed effectively.
Hybrid working model, 2 days in the London office - Wednesday & Friday is a must.
Job Responsibilities
New Business Development
- Develop and close new business opportunities with prospective clients that do not currently use Thinkfolio.
- Build and maintain a strong pipeline of prospective clients.
- Coordinate and deliver sales presentations and product demonstrations tailored to client needs.
- Draft high-quality presentation decks, proposals, tender responses and other sales materials.
- Develop a clear understanding of prospective clients’ investment processes, front office workflows and technology requirements.
- Manage opportunities throughout the sales cycle, from initial contact and qualification through to commercial negotiation and contract completion.
- Maintain a strong understanding of the competitive landscape and position Thinkfolio effectively against alternative platforms and providers.
- Prioritise and target prospects within the asset management, asset owner and fund administration space that are evaluating or replacing front-office technology, across our global markets.
- Work with Thinkfolio’s network of implementation, technology and channel partners to identify, develop and close joint new business opportunities.
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Account Management & Revenue Growth (Existing Clients)
- Own the ongoing commercial relationship with a portfolio of existing clients, acting as their trusted point of contact.
- Develop a detailed understanding of each client’s business, investment workflows, strategic priorities and evolving requirements.
- Conduct regular client reviews and ensure that agreed actions are documented and completed.
- Proactively identify, pitch and close cross-sell and up-sell opportunities within existing accounts – for example additional modules such as Portfolio Construction, Trading & Order Management, Investment Compliance or Cash & FX.
- Own renewal negotiations and retention activity, addressing commercial or relationship risks proactively to protect recurring revenue.
- Build and manage a pipeline of new sales opportunities within the existing client base, treating account growth with the same rigour and forecasting discipline as new business.
- Gather structured client feedback and ensure relevant insights are shared internally.
- Support the communication and rollout of new products, services and platform features.
- Monitor account activity, client satisfaction and commercial performance.
Job Requirements
Essential
- Proven experience in sales, business development or account management within investment management technology or front-office financial software.
- Good understanding of the asset management industry and the needs of institutional investment firms.
- Good knowledge of investment finance, investment processes and asset management workflows.
- Strong Front Office knowledge, including familiarity with portfolio construction and modelling, trading and order management (OMS), and investment compliance workflows.
- An established network of asset management clients and industry contacts, ideally spanning multiple international markets.
- Demonstrable experience building and managing senior client relationships.
- Excellent presentation, pitching and product-demonstration skills.
- Ability to explain complex technical and financial concepts clearly to both specialist and non-specialist audiences.
- Strong understanding of the relevant competitive landscape and the ability to position solutions effectively.
- Experience drafting presentation decks, proposals, client communications and commercial documentation.
- Strong organisational skills, with the ability to coordinate multiple meetings, demonstrations and opportunities.
- Comfortable operating as both a “hunter” and a “farmer” – equally motivated by winning new client logos and by growing revenue within an existing account base.
- Proficiency with Microsoft Office, particularly PowerPoint, Excel and Word.
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Desirable
- Direct experience of Thinkfolio, or of a comparable OMS/PMS, compliance or front-office investment management platform.
- Experience managing complex sales cycles involving multiple decision-makers and stakeholders.
- Familiarity with procurement processes, requests for proposals and commercial contract negotiations.
- Existing relationships with buy-side front office stakeholders, such as portfolio managers, traders and compliance officers.
Equal Opportunities Statement
At Thinkfolio, we are committed to building a diverse and inclusive workforce that reflects the communities we serve. We actively encourage applications from individuals of all backgrounds and are dedicated to providing a workplace where everyone feels valued, respected and supported.
We make employment decisions based on merit, skills and potential, and do not discriminate based on any protected characteristic. We are also committed to making reasonable adjustments throughout the recruitment process and employment lifecycle.
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