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Company Description
At Investwell, we power 4,500+ wealth advisors managing 6 Lakh Crore+ in Mutual Funds through our leading SaaS platform. As we scale, we're looking for a Senior Sales Manager to drive strategic growth and help us deepen our market presence across the wealth management ecosystem
Role Description
As Senior Manager Sales, you will be responsible for leading and executing high-impact sales strategies to expand our client base among wealth management firms, financial advisors, and large distributors. You'll work closely with the leadership team to identify key market opportunities, shape our go-to-market approach, and build long-term relationships that contribute to sustainable revenue growth.
This role demands a strong understanding of the B2B SaaS landscape, especially in the financial services domain, and a proven ability to lead enterprise sales cycles from prospecting to closure. You will manage and mentor a growing sales team, drive performance through data-backed decision-making, and ensure customer success by closely partnering with product and support teams.
Ideal candidates have 5+ years of B2B sales experience, preferably in a Mutual fund distribution company, with a consistent track record of meeting or exceeding targets in a fast-paced, high-performance environment.
Qualifications
Job Locations:
Employment Type:
Job ID: 135121129
Skills:
Presentation, relationship management, Negotiation, B2b Sales, Lead Generation, proposal-writing, CRM, stakeholder-management, closing high-value deals
Skills:
Sales, Forecasting, Negotiation, Agency and Advertisers Connects, Selling Skills, Media Planning, Business Development, Accounting and Finance Processes
Skills:
compliance procedures , lead tracking, Presentation, high-value transactions, understanding of residential real estate projects, Documentation, Negotiation Skills, post-sales processes, client communication, reporting systems, CRM
Skills:
Cross-Functional Collaboration, Partner Channel Ecosystem Development, Market Development, Sales Strategy, Team Leadership, Client Engagement
Skills:
Enterprise Software, Cloud Cybersecurity, SAP Partner Program Design, Channel Partner Management, Cloud IT Services, B2B SaaS, Partner-led, Indirect, CRM Tools