StepStone Group
Associate - Data and Technology Sales
La Jolla | Charlotte | New York
Sponsorship not specified$90k-$105kDetected 6 days ago
SalesforceCRMSalesAccount ManagementBusiness DevelopmentPipeline ManagementNegotiationOutbound SalesForecastingProcess ImprovementContract ManagementResearchLeadershipCommunicationMentoring
About the role
- This hybrid role combines new client acquisition with sales operations, focusing on expanding the institutional investor client base while improving the efficiency and effectiveness of sales processes.
- The successful candidate will identify, engage, and convert prospective institutional investor clients while supporting sales operations through process optimization and performance analysis.
Responsibilities
- Execute a full-cycle prospecting motion: identify and research target accounts, initiate outreach, conduct discovery calls, deliver product demonstrations, manage the evaluation process, and close new subscriptions
- Develop outbound strategies leveraging industry conferences, events, referrals, and direct outreach to generate qualified pipeline
- Partner with marketing and product teams to develop account-targeted messaging and campaigns that resonate with LP buyers
- Maintain current knowledge of the competitive landscape
- Maintain accurate and up-to-date CRM records (Salesforce) for all prospect activity, pipeline stage, and forecasted close dates
- Coordinate with finance, legal, and product teams to support contract management, pricing workflows, and product onboarding and support subscription renewal processes
- Develop quarterly territory plans that set targets by segment, channel, and geography
- Developing People at StepStone
Requirements
- Minium of 3 years of experience in a sales, business development, or client-facing commercial role, preferably in the private market industry
- Strong understanding of private markets, LP reporting requirements, fund performance analytics, and the allocator operating environment
- ability to command credibility with sophisticated institutional audiences
- Hands-on experience with Salesforce or a comparable CRM platform, including pipeline management, reporting configuration, and workflow administration
- Bachelor degree required
- Experience with enterprise pricing, contract negotiation, and legal review processes
- Candidates must be at least 18 years old to apply.
- Demonstrated experience selling SaaS, data, analytics, or reporting solutions to institutional investors, asset allocators, or related financial services organizations
- Excellent communication and presentation skills; ability to command credibility with sophisticated institutional audiences
- Prior experience at or deep familiarity with private markets data and technology providers
- Proven ability to manage and close complex, multi-stakeholder enterprise sales cycles
- Strong analytical skills with demonstrated ability to build and maintain sales reporting, forecasting models, or operational dashboards
- Highly motivated self-starter who quickly adapts to a fast-changing environment to learn recent technologies and tools
- Existing network of LP-side relationships across institutional investors
Compensation
- The salary range is an estimate of pay for this position.
- The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
- $90,000 - $105,000
Benefits
- Report regularly on pipeline health, conversion metrics, and new business results to senior leadership
- Build and manage a robust pipeline of prospective institutional investor clients including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, family offices, and other organizations
Company info
- We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors.
- Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Equal opportunity
- We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure.
Visa & Work Authorization
- portunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender exp
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