New York, New York (Hybrid - 3 days a week onsite)
Full time opportunity
Responsibilities
Drive growth, oversee sales, customer success, marketing, and business development functions.
Own the P&L, ensure that the organization and its leaders are delivering 'investable plans' for each planning cycle (short, mid, and long-term)
In-depth experience in the banking and wealth management industries
Set team KPIs and objectives.
Scale the team, hire, train and retain a highly skilled, diverse, and effective team.
Build scalable processes, build departmental systems, and automate processes to enable the company to scale while achieving efficiency gains and quality improvements on a sequential basis.
Be accountable for results, focusing on both long- and short-term strategies; take responsibility for accurate forecasting and meeting/exceeding agreed upon sales and revenue targets.
Develop GTM strategies, successfully launch and guide strategies to optimize retention, monetization and growth.
Qualifications
15+ years of successful B2B revenue/sales leadership with experience scaling and managing all aspects of the P&L.
Demonstrated leadership success in a high growth scaleup.
Proven track record of growing revenue through new product development, marketing, branding, and partnerships
Ability to coach, grow and influence others in a highly fast paced and diverse environment in terms of organization culture, experience, and seniority.
Proactive approach to management with proven ability to build successful teams.
Roll-Up-Your-Sleeves attitude with the necessary drive and work ethic to maintain our high velocity as the company grows.
Seasoned executive with experience building models, conducting scenario and sensitivity analysis, and reporting against models.
Experience presenting to company board as well as prospective and existing investors.
Commercial awareness of trends and opportunities within the banking and wealth management industries
Ability to work under pressure and deliver to deadlines.
Seniority level
Entry level
Employment type
Full-time
Job function
Marketing and Sales
Industries
IT Services and IT Consulting
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