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Added
3 days ago
Location
Type
Full time
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Not Specified

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Related skills

crm market research salesforce b2b sales pipeline management

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

The

Sales Lead will play a critical role in driving revenue growth across InvestorFlow’s suite of products. This individual will lead and inspire our London-based sales team, develop market-specific strategies, and build strong relationships with clients and internal stakeholders. You will collaborate closely with our U.S. Marketing and Sales Leadership teams to ensure global alignment and cross-sell success.

This is a hands-on leadership role — ideal for a proven sales professional who loves building relationships, developing talent, and driving measurable results.

You WIll

  • Develop and execute effective sales strategies in partnership with Marketing and Sales Leadership to achieve and exceed revenue goals.
  • Identify opportunities to grow our UK and EMEA market share across all InvestorFlow products.
  • Lead, motivate, and mentor a team of UK-based sales professionals.
  • Partner with U.S. teams to drive cross-sell initiatives for InvestorFlow’s Pulse and Portfolio products.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Build and maintain relationships with key clients, ensuring satisfaction, retention, and expansion opportunities.
  • Educate clients on InvestorFlow’s product suite to drive adoption and help them improve operational efficiency.
  • Track and analyze sales metrics and pipeline performance.
  • Provide regular reporting and insights to senior management.
  • Conduct market research to identify new business opportunities.
  • Stay ahead of industry trends and competitive developments.

    • You Have

  • 7+ years of sales experience in financial services, real estate, or a related B2B industry (private markets / alternative assets preferred).
  • Proven track record of meeting or exceeding sales targets and leading high-performing sales teams.
  • Strong communication, negotiation, and relationship-building skills.
  • Ability to thrive in a fast-paced, entrepreneurial, and global environment.
  • Experience working with Salesforce.

    • Additional Information

    InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.

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