WHAT IS A SALES MANAGER?

The Sales Manager, with a background in both client acquisition and retention in relevant sectors, has a proven history of successfully onboarding and retaining global clients. The role involves building strong client relationships, identifying business opportunities, meeting sales targets, and collaborating with internal teams to ensure client satisfaction and growth.

Need-to-Know Overview of a Sales Manager

1. Roles and Functions for Sales Manager

  • Maintain and build a good relationship with existing clients 
  • Identify and maintain a qualified pipeline of prospects and deliver assigned sales targets
  • Apply solution selling approach by exploring and identifying business opportunities to help generate additional revenue
  • Source strategic opportunities with the potential to increase the overall book of business
  • Provide transparency in sales activity with global peers to ensure best practices
  • Stay current on industry trends and competitors
  • Analyze client usage to identify growth and risks
  • Formulate and follow an account development plan for the existing client base with the purpose of generating upsell opportunities
  • Work closely and collaborate with internal departments and partners to address client issues, concerns, and opportunities
  • Assist and contribute to marketing initiatives
  • Keep client profiles up-to-date through regular client account meetings and maintain relevant information in Salesforce

2. Experience and Educations for Sales Manager

  • Bachelor’s Degree, in Business or Analytical field is preferred
  • Demonstrate in-depth knowledge of hedge fund operations, including functions within the front, middle, and back-office
  • Previous work experience either in a hedge fund or selling to hedge funds would be beneficial
  • Proven track record of selling complex solutions/enterprise software sales 
  • The ability to be competent in all asset classes through the lifecycle of a trade
  • An existing network of buy-side contacts would be helpful
  • Comfort engaging at a senior management level both internally and externally
  • Entrepreneurial mindset, and willingness to manage the full sales cycle
  • Excellent communication skills in English; Mandarin would be advantageous