2 days old

Senior Sales Specialist

Calabasas, CA
  • Job Code
Informa Careers


Senior Sales Specialist

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Job Description

Informa Financial Intelligence| Senior Sales Specialist, Calabasas, New York, Boston or Alpharetta


Informa Financial Intelligence currently has an opportunity for a Senior Sales Specialist to join our Retail Banking Sales team in our  Calabasas, New York, Boston or Alpharetta office. Informa Financial Intelligence provides actionable insight to help our customers make smarter decisions. We provide fund and wealth managers, traders, insurers, analysts, and investment and retail bankers with the intelligent advantage to make informed decisions, understand past trends, forecast future performance, drive profitability, and increase returns. The world’s top global financial institutions look to Informa Financial Intelligence for our authority, precision and forward focused analysis. We’re the world’s leading provider of fund management, wealth management, investment banking and retail banking market intelligence and competitive research.




The Senior Sales Specialist role is responsible for selling Informa Financial Intelligence services into a range of medium to large financial institutions – primarily this is working under the Informa Research brand to accelerate new customer acquisition across the US with a focus on the Digital and Mobile space. We are looking for a dynamic individual with a strong track record of rapidly increasing revenue from existing and new markets, someone with an entrepreneurial spirit, passion for sales and who takes a hands-on approach to building business opportunities.


The successful candidate will be a seasoned self-starter, bringing with them a new client acquisition best practice, strong face-to-face skills, hunting talent, and have knowledge of banking digital functionality and customer experience. This position reports directly to the Head of Sales, Americas. 



  • Achieving and exceeding revenue targets and sales objectives, as defined by the Head of Sales, Americas
  • Acquire new clients in a competitive sales environment
  • Establish key relationships with digital banking managers across the top financial institutions in the US
  • Work hand in hand with Account Managers to develop and maintain sales strategies and manage accounts efficiently
  • Create an account plan for all your existing and target accounts, including organization profile, contacts by department, and targets by service for each contact, strategy for growth, objectives and implementation schedule
  • Responsible for creating and updating account profiles and notes in Salesforce.com
  • Report back from client engagements, recording customer feedback, gathering customer intelligence and follow-up as required
  • Organize customer visits efficiently, expectation is for you to be client facing up to 50%+ of the month.
  • Stay up to date with current trends and new developments in the digital banking space




  • Highly motivated top performer, looking to take the next challenge in your field of expertise
  • Proven track record of outstanding new business performance
  • Significant experience selling into and knowledge of banking digital functionality and customer experience environment and preferably an established network of senior contacts in the Tier 1 US banking market
  • Significant experience working with a consulting value proposition, either in isolation or as part of a combined solution with a product/service based sell
  • Enthusiastic, competitive, results-driven and solutions-orientated with a strong work ethic, high levels of confidence and integrity
  • A customer centric approach and excellent customer management skills
  • Demonstrates ability to develop long-term customer relationships with a wide range of clients, from end users to senior executives of multi-national corporations
  • Ability to consult with clients and solve challenges by selecting and demonstrating our most appropriate service(s)
  • A self-starter with a digital banking focus
  • Ability to articulate complex solutions in a simple and coherent manner
  • Strong inter-personal and communication skills
  • Outgoing, confident and engaging
  • High self-awareness and receptive to coaching
  • Presentation skills
  • Solution focused and accountable




About Informa:


Informa’s Business Intelligence (BI) division provides specialist data, intelligence and insight to our customers, helping them make better decisions, gain competitive advantage and enhance return on investment.


BI has a valuable portfolio of digital subscription products, providing business critical intelligence to global, regional and niche communities within five core industry sectors: Pharma & HealthcareFinanceTelecoms, Media & TechnologyMaritime & Law and Agribusiness & Commodities.


Informa is committed to equal employment opportunity for all employees and applicants for employment without regard to age, color, creed, disability status, gender, national origin, race, religion, sexual orientation or veteran status, or any other legally protected status.

Job Location
Calabasas, California, United States
Company Location
US Calabasas 26565 Agoura RD (32)
Position Type



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Calabasas, CA

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