Senior Sales Specialist - Investment Banking
About the role
This is a quota-bearing sales role responsible for developing and closing solutions sales opportunities across a dedicated client portfolio, including M&A Advisory, Capital Markets, Corporate Development, Legal Advisory, and Private Equity communities. As a Sales Specialist, you will help us grow our Investment Banking business while building strong relationships with customers across your territory. You will bring knowledge of financial markets and customer workflows to conversations with clients and collaborate with colleagues across Sales, Account Management, and Product Management. Your market insights will help us strengthen our solutions and identify new opportunities for growth. You will have the opportunity to work with clients across M&A, Debt Capital Markets, Equity Capital Markets, Syndicated Loans, Public Finance, Project Finance, and related areas.
Responsibilities
- Develop new business and expand existing customer relationships by identifying new accounts, buyer groups, and opportunities within your territory.
- Build trusted relationships with customers by understanding their needs, sharing relevant market insights, and connecting them with LSEG solutions.
- Build relationships across client organizations and use your network to create introductions and uncover new opportunities.
- Learn how customers work, understand the challenges they are trying to solve, and identify solutions that can improve their workflows.
- Partner with colleagues across lead generation, Account Management, Product Management, and Sales to identify and progress new and expansion opportunities.
- Guide opportunities through the sales process, anticipate potential obstacles, and bring the right people together to help customers make informed decisions.
- Manage proposals, value analysis, Salesforce activity, and other sales activities needed to move opportunities forward and achieve sales goals.
Qualifications & Experience
- 5–10 years of relevant sales experience, ideally with exposure to financial markets or Investment Banking.
- Experience developing customer relationships, identifying sales opportunities, and delivering against sales targets.
- Consultative selling skills and the ability to understand customer needs and clearly communicate the value of a solution.
- Experience using CRM tools such as Salesforce.
- Knowledge of M&A Advisory, ECM, DCM, Corporate Development, Corporate Strategy, or related financial workflows.
- Familiarity with financial modelling, Excel, and Microsoft Office.
- Experience with market data, desktop solutions, or data feeds is helpful but not required.
- Ability to organize and manage a sales plan while collaborating effectively with colleagues and customers.
Pay
Base salary: $120,000 – $200,000 (may vary by geographic location). This role is also eligible for Variable Incentive Compensation, with target variable compensation commensurate with the posted career stage.
Benefits
- Annual Wellness Allowance
- Paid time-off
- Medical, Dental, Vision, Flex Spending & Health Savings Options
- Prescription Drug plan
- 401(K) Savings Plan and Company match
- Basic life insurance
- Disability benefits
- Emergency backup dependent care
- Adoption assistance
- Commuter assistance