ABOUT MARKET INSIGHT OUT:

Market Insight Out (MIO) is a fintech firm at the frontier of data science and marketing within the investment services industry. Our digital platform aligns the investment manager with the investment advisor to serve the investment consumer. Investment managers and advisors can use MIO to seamlessly power a digital brand with access to demand analytics that optimize sales and marketing strategies. We are the first financial marketing technology firm specialized for a $69T fund market.

WHAT YOU'LL BE DOING:

You will be responsible for identifying revenue-generating opportunities and generating new business for the MIO advisor software platform. This software can be purchased directly by advisors, advisor platforms, or asset managers on behalf of advisors, as a practice management tool. You should have a proven track record of exceeding quota in a sales environment and be a motivated and tenacious self-starter who is comfortable selling to marketing, operations, technical, and C-level executives. You must be results- and execution-oriented. You will be responsible for maintaining and tracking KPIs and reporting on sales traction through a CRM solution. This is a rare opportunity to join an early-stage startup founded under a broader fintech platform, called The TIFIN Group, at a post-product, pre-revenue stage.

THE ROLE:

• Drive revenue growth by identifying and closing a list of named accounts
• Achieve monthly and quarterly quota assignments while accurately forecasting sales activity
• Construct, forecast, and manage pipeline of new inbound/outbound business opportunities
• Establish professional, working, and consultative relationships with customers
• Collaborate with technical/product colleagues to refine product feature/functionality
• Support and execute sales strategy and process, value proposition and positioning, and demand generation programs

WE'RE LOOKING FOR SOMEONE WITH:

• 5+ years of quota-achieving sales success within the wealth management industry
• 2+ years of experience in a high-growth company selling technology solutions
• Experience selling to Investment Advisors
• Excellent interpersonal and written/verbal communication skills
• A customer-focused mentality with an understanding of unique client needs
• Entrepreneurial spirit with a drive to win and solve problems
• Values aligned with personal growth, empathy, creativity, teamwork, and communication
• Familiarity with CRM platforms such as Monday.com and Hubspot is a plus
• A local presence in New York City, NY or Denver, CO areas
• A Bachelor’s Degree or higher

Competitive salary with performance-based commissions and potential equity options.