Senior Vice President of Sales – Forensic Research
CFRA Research
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $165,000 - $175,000 per year
Job Level
About the role
- Act as a primary producer, managing and expanding sales opportunities
- Lead complex sales cycles with CIOs, PMs, analysts, and procurement teams.
- Demonstrate best‑in‑class sales behaviors—prospecting, positioning, objection handling, and closing—so the team can model successful approaches.
- Identify new business opportunities and emerging client needs within the institutional research ecosystem.
- Represent the firm’s forensic research capabilities in client meetings, industry events, and strategic discussions.
- Translate client feedback into actionable insights for Research and Product teams.
- Maintain a deep understanding of market trends, competitive offerings, and how institutional investors use forensic research in their investment processes.
- Serve as a hands‑on mentor to sales professionals, offering deal support, skill development, and real‑time coaching.
- Foster a collaborative environment where team members learn from shared experiences, client interactions, and best practices.
- Support hiring, onboarding, and ongoing development of sales talent
- Encourage a culture of curiosity, continuous learning, and client‑centric thinking.
- Partner with internal teams to refine product positioning, enhance client value, and support go‑to‑market initiatives.
- Contribute to forecasting and pipeline discussions
- Help shape commercial strategy through practical, client‑driven insights.
Requirements
- 5+ years of institutional sales experience in investment research, forensic accounting, alternative data, or related financial intelligence products.
- Strong track record selling into hedge funds, asset managers, and other sophisticated investors.
- Demonstrated success as a player‑coach—balancing personal production with mentoring and developing others, is preferred
- Exceptional communication skills and the ability to simplify complex research for senior investment audiences.
- Deep understanding of how forensic insights inform investment decisions.
- Comfortable in a fast‑moving, entrepreneurial environment where influence and collaboration matter more than hierarchy.
Benefits
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay (base + commission)
- 401K Match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
institutional salesforensic accountingalternative datafinancial intelligence productssales cycle managementobjection handlingclient feedback translationpipeline forecastingcommercial strategy development
Soft Skills
communication skillsmentoringcollaborationcoachingcuriositycontinuous learningclient-centric thinkingteam leadershipsimplifying complex information