Senior Sales Executive
Gerson Lehrman Group, Inc., San Francisco, California, United States, 94199
GLG’s Financial Services business is seeking an experienced New Business Sales professional to build relationships across the Western region of the US, based in our newly opened San Francisco office. To be successful in the role they will utilize best‑in‑class sales process and pipeline management, leverage internal product specialists to accelerate sales cycles, and consistently onboard new clients for GLG. The ideal candidate will have an intense hunger to win, a willingness to learn quickly and the desire to be part of a performance‑oriented, team‑centric environment.
Responsibilities
Directly engage and build relationships with Public and Private Equity investment professionals (Analysts, Directors of Research, Portfolio Managers, Principals, MDs) and operations personnel (COOs, CFOs) via phone, in‑person meetings and email.
Articulate GLG’s market leadership, premium brand, and value proposition in a differentiated manner.
Exhibit knowledge and command of current trends in Financial Services.
Develop account plans for top named prospects and strategies for a defined territory.
Work creatively and collaboratively with internal colleagues—client solutions, product, marketing, legal, finance—to accelerate sales cycle and close new business.
Spearhead world‑class user and team onboarding sessions with new clients and users.
Key performance metrics for this role
include core sales activities (calls/emails, meetings, new client acquisition), opportunity/pipeline management, and newly closed revenue.
Qualifications
Experience working with investors and financial services firms across Hedge Funds, Private Equity, and Credit.
5‑8+ years of demonstrated success in one or more of the following:
Financial services and/or subscription sales with consistent experience generating $1M+ in new business revenue.
Diligence, consulting or independent research to investment managers or end‑user clients in the financial services space.
Investment professional or consultant working in a performance‑driven environment.
Demonstrated track record of overachieving in a performance‑based environment, preferably in the financial services research & data industry or consulting industry.
Strong interest in and understanding of the research process for Hedge Funds.
About GLG / Gerson Lehrman Group GLG is the world’s insight network. Our clients rely on GLG’s global team to connect with powerful insight across fields from our network of approximately 1 million experts and the hundreds of new experts we recruit each day. We serve thousands of the world’s best businesses, from Fortune 500 corporations to leading technology companies and professional services firms, and supply our clients with the world’s largest and most varied source of first‑hand expertise, including executives, scientists, academics, former public‑sector leaders, and subject‑matter specialists. GLG’s industry‑leading compliance framework allows clients to learn in a structured, auditable, and transparent way, consistent with their own internal compliance obligations and the highest professional ethical standards—a major competitive differentiator and key component of the company’s culture.
Gerson Lehrman Group, Inc. (“GLG”) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.
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Responsibilities
Directly engage and build relationships with Public and Private Equity investment professionals (Analysts, Directors of Research, Portfolio Managers, Principals, MDs) and operations personnel (COOs, CFOs) via phone, in‑person meetings and email.
Articulate GLG’s market leadership, premium brand, and value proposition in a differentiated manner.
Exhibit knowledge and command of current trends in Financial Services.
Develop account plans for top named prospects and strategies for a defined territory.
Work creatively and collaboratively with internal colleagues—client solutions, product, marketing, legal, finance—to accelerate sales cycle and close new business.
Spearhead world‑class user and team onboarding sessions with new clients and users.
Key performance metrics for this role
include core sales activities (calls/emails, meetings, new client acquisition), opportunity/pipeline management, and newly closed revenue.
Qualifications
Experience working with investors and financial services firms across Hedge Funds, Private Equity, and Credit.
5‑8+ years of demonstrated success in one or more of the following:
Financial services and/or subscription sales with consistent experience generating $1M+ in new business revenue.
Diligence, consulting or independent research to investment managers or end‑user clients in the financial services space.
Investment professional or consultant working in a performance‑driven environment.
Demonstrated track record of overachieving in a performance‑based environment, preferably in the financial services research & data industry or consulting industry.
Strong interest in and understanding of the research process for Hedge Funds.
About GLG / Gerson Lehrman Group GLG is the world’s insight network. Our clients rely on GLG’s global team to connect with powerful insight across fields from our network of approximately 1 million experts and the hundreds of new experts we recruit each day. We serve thousands of the world’s best businesses, from Fortune 500 corporations to leading technology companies and professional services firms, and supply our clients with the world’s largest and most varied source of first‑hand expertise, including executives, scientists, academics, former public‑sector leaders, and subject‑matter specialists. GLG’s industry‑leading compliance framework allows clients to learn in a structured, auditable, and transparent way, consistent with their own internal compliance obligations and the highest professional ethical standards—a major competitive differentiator and key component of the company’s culture.
Gerson Lehrman Group, Inc. (“GLG”) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.
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