Senior Sales Executive - SaaS InvesTech (Boston) - Massachusetts

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Up to $150,000 Salary + outstanding commissions - Transaction Management - Sales & Marketing
Ref: 25 Date Posted: Monday 03 Jun 2024

Captura Search is working with this well-funded FinTech firm headquartered in NY but with a team based out of Boston. They offer an exceptional suite of cloud based front, middle and back office technologies to both the sell side and buy side market segments. Our clients’ solutions have a ‘very high’ success rate when competing in RFP / RFI processes, and are displacing competitor legacy solutions on a frequent basis. Due to new product innovations, they are expanding their Boston sales team. They are looking to add aggressive sales professionals who have proven track records in identifying and closing new logo deals specifically with Asset Management firms.


  • Identify, prospect, and engage with Asset Management firms that would have a strong need for credible and modern alternative solutions.
  • Responsible for identifying and cold-calling (for Tier One targets) Asset Management prospects
  • Work with inside-sales and pre-sales to communicate technical concepts in a simple & easy to understand format to engage clients and demonstrate how you can solve their problems
  • Manage & prioritize the sales pipeline appropriately
  • Work closely with marketing on targeted campaigns to the asset management community throughout the USA 


  • Able to successfully manage a significant pipeline of sales opportunities with Asset Managers
  • Must have a proven and successful sales track record with the following / or similar types of FinTech firms:
  • Charles River Development
  • FIS (InvestONE)
  • Simcorp
  • Finastra (Misys – Fusion Invest solution)
  • Fidessa LatentZero
  • SS&C (Camra, HiPortfolio, APX)
  • State Street Global Exchange (SSgX)
  • Advent Software (Part of SS&C – Geneva, Axys, Altair, Tradex)
  • Temenos Multifonds
  • Eagle Investment Systems
  • Broadridge Financial Solutions
  • BlackRock Aladdin
  • Factset BISAM / Portfolio Analytics
  • Rimes
  • EZE Software – Tradar
  • StatPro
  • Calypso Technology (Investment Management)
  • Objectway (eXimius)
  • Tora (Prism)
  • Milestone Group
  • eFront
  • IHS Markit – Asset Management Solutions
  • AIM Software (GAIN)
  • Bloomberg (PORT / AIM)
  • Profidata
  • Profile Software
  • MSCI Barra
  • Must be able to manage a significant sales pipeline
  • Must have a well-developed knowledge of the Asset Management market
  • Must have an interest in working for a demanding and entrepreneurial firm that rewards hard-work and recognizes sales contributions
  • The firm is looking for talented sales executives who possess both passion and enthusiasm for sales
  • Someone with the drive to succeed and a startup work ethic to the role
  • The firm has a very attractive compensation scheme that will reward success appropriately

If you are now ready to join a proven and disruptive FinTech vendor experiencing outstanding year-on-year growth, we would welcome hearing from you, with a view to arranging a discreet conversation about this opportunity.

Keywords: software, asset management, investment management, fund management, portfolio management, trading, fund accounting, investment accounting, risk management, order management, enterprise data management, performance attribution, performance measurement, client reporting