Sales Specialist Workflows
7 Minutes ago • 3 Years +
Sales
Job Description
As a subject matter expert in pre-sales and pursuit activities, this role supports Account Managers and Solution Sales, focusing on all sales (new, cross-sells, up-sells) for Wealth and Investment Banking propositions within a defined territory. The specialist will lead deals, proactively identify pipeline opportunities, develop sales strategies, share Refinitiv thought leadership, and deliver customer demonstrations, working closely with internal stakeholders to drive gross sales and revenue.
Good To Have:
- Creative thinker and good sales ideation skills
- Presentation skills (verbal & written)
- Strong interpersonal skills
- Ability to organize and execute a sales plan
- Executive presence
- Experience in selling/implementing technology
- Degree in finance or economics
- Industry qualifications (CFA, Master’s in finance, MBA)
Must Have:
- Structure, negotiate and close deals
- Proactively identify pipeline opportunities, governed by the Account Managers
- Develop the sales strategy for their proposition within their territory
- Provide insights and share Refinitiv thought leadership on their proposition with customers
- Deliver customer demonstrations on their specific propositions
- Expert understanding of financial market
- Knowledge of relevant market
- Strong understanding of customers' business model workflow
- World class selling skills (identify, develop, & articulate proposition/ consultative selling) as a “hunter”
- Strong sales ‘closer’
- Significant Product and Workflow Expertise (e.g. knowledge of financial modeling, Excel, MS Office); knowledge of trading floor tech / data apps
- Minimum 3 years experience selling/trading financial instruments/Marketdata in the Latam Market (Ex Brazil) to corporates or institutional clients
- Proven track record in a quota bearing sales environment
- Proficient in the use of financial information desktops (BBG, Eikon, Infosel, CMA)
- Native Spanish language proficiency
- Fluent English language proficiency
Perks:
- Healthcare
- Retirement planning
- Paid volunteering days
- Wellbeing initiatives
- Collaborative and creative culture
- Commitment to sustainability
- Charitable grants to community groups through LSEG Foundation
- Opportunities for fundraising and volunteering
Proposition Sales Workflows - Wealth and Investment Banking
Position Summary
As a subject matter expert to pre-sales and pursuit activities, you will act in of support Account Managers and Solution Sales focusing on all sales (new, cross-sells, up-sells) for proposition in each territory with both existing and new customers. You will lead on deals aligned to the Wealth and Investment Banking Propositions and serve accounts within a defined territory. The role works in close partnership with internal stakeholders to proactively drive gross sales and revenue.
Responsibilities:
- Structure, negotiate and close deals
- Proactively identify pipeline opportunities, governed by the Account Managers
- Develop the sales strategy for their proposition within their territory
- Provide insights and share Refinitiv thought leadership on their proposition with customers
- Deliver customer demonstrations on their specific propositions
Qualification and Experience Required:
- market understanding in the IB and Wealth including a) expert understanding of financial market b) knowledge of relevant market c) strong understanding of customers' business model workflow
- World class selling skills (identify, develop, & articulate proposition/ consultative selling) as a “hunter”
- Strong sales ‘closer’
- Significant Product and Workflow Expertise (e.g. knowledge of financial modeling, Excel, MS Office); knowledge of trading floor tech / data apps
- Creative thinker and good sales ideation skills
- Presentation skills (verbal & written)
- Strong interpersonal skills
- Ability to organize and execute a sales plan
- Executive presence
- 3-year experience minimum on selling/trading financial instruments/Marketdata in the Latam Market (Ex Brazil). The selling experience must be to corporates or institutional clients
- Proven track record in a quota bearing sales environment
- Proficient in the use of financial information desktops (BBG, Eikon, Infosel, CMA)
- Experience in selling/implementing technology is strongly desired
- Degree in finance or economics or Industry qualifications preferred: CFA, Master’s in finance, MBA
- Spanish as Native language and Fluent in English
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