Waystone

Inside Sales – Client Engagement & Expansion

Fair Lawn, New Jersey

Sponsorship not specifiedDetected 33 days ago

Product StrategyCRMSalesBusiness DevelopmentForecastingPerformance ManagementCustomer SuccessCollaborationAdaptability

About the role

Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions.
ESSENTIAL DUTIES AND RESPONSIBILITIES Cross ‑ Sell Opportunity Engagement: Execute against white space and Ideal Customer Profile (ICP) outputs provided through the global cross ‑ sell program.
Engage existing clients via structured account reviews, product roadmap discussions, and targeted outreach focused on priority services and solutions.

With over 25 years' experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.
The Inside Sales - Client Engagement & Expansion role supports Waystone's global cross ‑ sell program by engaging existing clients with targeted expansion opportunities identified through structured white space and client intelligence models.
The role plays a critical part in building pipeline, improving client engagement, and supporting revenue growth from existing clients.
Work closely with Relationship Managers to secure meetings and deliver commercially focused client conversations.
Conduct outreach to introduce additional Waystone services, build relationships within client organizations, and identify new stakeholders.
Develop opportunities for deeper engagement and handover to Relationship Management or Business Development where appropriate.
Deliver against agreed activity and performance targets, including client outreach, meetings booked, reviews delivered, and opportunities created.
Maintain strong pipeline discipline, accurate CRM records, and timely reporting.

Ability to understand client needs, objectives, and challenges, and position relevant services in a clear and compelling manner aligned to identified opportunities.
Strong working knowledge of CRM systems and sales process governance.
Ability to prepare for and conduct structured client engagements, including account reviews, product discussions, and targeted outreach.
Proven ability to work closely multiple functions within and organization including Relationship Management, Business Development product and Marketing.
Bachelor's degree in Business Administration, Finance, or a related field

Support the preparation and delivery of annual account reviews and strategic client check ‑ ins.

The asset management industry is constantly evolving, and you should be open to innovation, adaptable to change, and willing to explore innovative approaches to enhance the company's sales performance.

This listing is sourced directly from Waystone's careers page and normalized into a canonical job model.