AVP, New Business Sales - Credit and Public Equities Clients
Required skills
- new business growth
- new-business role
- individual quota responsibility
- prospecting
- qualification
- presentations
- negotiation
- closing
- new client acquisition
- investment firms
Role summary
Third Bridge is seeking an AVP, New Business Sales for its Credit & Public Equities (CPE) client segment in North America. This role focuses on driving new business growth by developing relationships with investment professionals in Public Equity and Credit markets. The AVP will manage the end-to-end sales cycle, from prospecting and qualification to negotiation and closing, with individual quota responsibility. Key responsibilities include identifying prospective clients, demonstrating the value of Third Bridge's primary research solutions, and maintaining accurate pipeline management. The ideal candidate has demonstrated success in B2B new-business sales, preferably to institutional investors, and possesses strong consultative selling, negotiation, and presentation skills.
Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics.
For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies.
The AVP of Sales will be responsible for driving new business growth across Third Bridge's Credit & Public Equities (CPE) client segment in North America.
You will focus on developing relationships with investment professionals across the Public Equity and Credit markets, identifying prospective clients and demonstrating how Third Bridge's primary research solutions can support their investment research and decision-making.
Our CPE clients operate across sophisticated investment strategies, including Public Equities and Credit, with Credit investors spanning areas such as private credit, leveraged finance, CLOs, BDCs and special situations.
This is a new-business role with individual quota responsibility. You will own the end-to-end sales cycle, from identifying and prospecting prospective investment clients through qualification, presentations, negotiation and closing.
What You'll Do
Drive new client acquisition across Third Bridge's Credit & Public Equities business in North America.
Identify and prospect investment firms and investment professionals that fit Third Bridge's client profile.
Develop relationships with key decision-makers and research users across Public Equity and Credit investment organizations.
Build a deep understanding of prospective clients' investment strategies, research workflows and knowledge gaps, and demonstrate how Third Bridge's expert insights and content can support their investment process.
Demonstrate Third Bridge's value proposition across its suite of primary research services, including expert calls and Third Bridge's content Library.
Own the complete new-business sales cycle from prospecting and qualification through presentations, negotiation and successful conversion.
Build and maintain a strong pipeline of qualified opportunities and consistently deliver against new-business quota.
Develop and conduct effective presentations with senior investment professionals and other key decision-makers.
Navigate sophisticated institutional investment organizations and develop relationships with multiple stakeholders throughout the sales process.
Identify opportunities across different investment strategies, including Public Equity, private credit, leveraged finance, CLOs, BDCs and special situations.
Leverage Sales Associates for prospect research, lead generation, outreach and appointment setting.
Maintain accurate pipeline management and weekly sales forecasts.
Work closely with CPE Client Services and Account Management to ensure successful onboarding and transition of newly acquired clients.
Identify opportunities for additional products, users and cross-selling as new client relationships develop.
Maintain a strong understanding of developments across the Public Equity and Credit investment landscape and use that knowledge to engage prospects consultatively.
What We're Looking For
Demonstrated success in B2B new-business sales, ideally selling to institutional investors or other sophisticated financial-services clients.
Experience selling into Public Equity, Credit, asset management, hedge fund or broader institutional investment organizations is highly desirable.
Knowledge of the investment research process and an understanding of how Public Equity and Credit investors evaluate companies and investment opportunities.
Experience selling research, data, information services, financial technology, market intelligence or other subscription-based solutions to investment professionals is strongly preferred.
A proven track record of meeting or exceeding new-business quotas.
Demonstrated ability to prospect, develop and close new client relationships.
Experience managing complex, end-to-end sales cycles involving multiple stakeholders.
Strong understanding of pipeline management, forecasting and CRM discipline.
Ability to develop credibility and build relationships with senior investment professionals.
A consultative sales approach and the ability to uncover client needs and connect those needs to relevant research solutions.
Excellent communication, negotiation and presentation skills.
Strong commercial judgment, intellectual curiosity, drive and executive presence.
Ability to thrive in a fast-paced, performance-driven environment.
Bachelor's degree preferred.
Compensation
Base Salary: $100,000–$120,000, dependent on experience, plus commission.
The position carries individual new-business quota responsibility and participates in Third Bridge's sales commission program.
Benefits
Vacation: 15 days, increasing to 20 days after two years of service, plus U.S. holidays.
Personal development allowance of $1,150 per year.
Medical, dental and vision insurance options.
HSA and Medical FSA options.
401(k) matching up to 5% of base salary.
Life insurance and long-term disability coverage.
Dependent Care FSA.
Pet insurance.
Work from anywhere for one month per year.
Two annual volunteer days.
Two personal days.
Summer Fridays.
Regular social events and employee resource groups.
The successful candidate must, by the start of employment, have permission to work in the United States.
Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice.
We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.
