Senior Sales Specialist - Intelligent Document Service

Key Responsibilities

• Drive revenue for IDS by owning the full sales cycle from prospecting, qualifying, negotiating and closing new business.
• Track opportunities, forecast ASV and consistently move deals forward.
• Build and manage relationships with senior decision-makers (CDAO, CDO, CTO, Head of AI/ML, Heads of Research, COO) to influence build-vs-buy decisions around document processing, vectorization, and AI data strategy.
• Lead discovery on clients' document landscape, data architecture, and AI/analytics use cases (RAG, GraphRAG, unstructured metric extraction, AI copilots, search).
• Position IDS versus internal builds and generic document/OCR platforms by articulating differentiated value in financial domain expertise, entity/symbology linkage, enrichment quality, knowledge graph, and secure AI infrastructure.
• Collaborate cross-functionally with account teams and client solutions to align IDS with clients' broader technology strategies and use cases.
• Lead client engagements including workshops, whiteboarding sessions, and executive briefings that translate AI roadmaps into concrete IDS implementations, phased POCs, pilots, and scaled rollouts.
• Coordinate and lead IDS demos (document ingestion, vectorization and semantic search, enrichment, knowledge graph, unstructured metric extraction), leveraging subject matter experts as needed.
• Share client requirements and market insights with product and strategy teams to inform product roadmap and integrations.
• Collaborate across teams to develop sales plays, positioning materials, and use case documentation.

Required Experience

• Bachelor's degree
• 8+ years of client-facing sales experience, with a track record of exceeding quota in complex, consultative deals; experience selling into financial institutions required, with cloud data platforms, data feeds/APIs, or enterprise SaaS preferred
• Strong understanding of financial services workflows and data usage across investment, risk, research, and corporate functions, including how documents and textual sources feed decision-making
• Comfort engaging technical stakeholders on vector databases, embeddings, RAG, data pipelines, and cloud environments (e.g., Snowflake, Databricks, AWS) and translating them into business value
• Exceptional presentation, communication, and consultative selling skills with senior executives and technical teams
• Proven success driving net-new business and expanding existing relationships, including POC/pilot structuring, commercial negotiation, and multi-year contracts
• Self-starter who takes real ownership and actively stays ahead of emerging AI trends and technologies

What's In It For You

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.