Enterprise Sales Manager

About Investilo AI

fully agentic AI research platform

live market data feeds, alternative data sources, and AI-driven reasoning

About the Role

Sales & Marketing Specialist – B2B B2C SaaS (Fintech & AI)

B2B SaaS sales expertise

Key Responsibilities

B2B B2C SaaS Sales (Fintech & AI)

• Identify and target new business opportunities in

  equity research firms, PMS providers, RIAs, and trading desks

  .
• Map decision-making hierarchies and buying processes for institutional accounts.
• Conduct

  40–50 outbound cold calls/emails daily

  to build a qualified pipeline.
• Leverage tools like

  Instantly

  ,

  LinkedIn Sales Navigator

  , and our CRM to identify and nurture high-value prospects.
• Deliver

  tailored product demos

  showcasing the Copilot, Agentic AI Research Reports, and real-time monitoring features.
• Apply

  consultative selling

  , aligning our platform’s capabilities to specific client workflows and compliance needs.
• Negotiate commercial terms, prepare proposals, and close contracts.
• Maintain accurate

  sales pipeline forecasting

  in the CRM.

Performance Marketing

• Plan, execute, and optimize campaigns on

  LinkedIn, Google Ads, and finance-specific media

  for lead generation.
• Implement marketing automation tools for campaign tracking and reporting.
• Create

  account-based marketing strategies

  targeting high-value enterprise clients.
• Collaborate with product and content teams to produce case studies, whitepapers, and market insights for lead nurturing.
• Monitor analytics to identify opportunities for cost reduction and conversion improvement.

Other Responsibilities

• Stay informed on

  capital markets trends, AI advancements, and competitor offerings

  .
• Contribute to

  thought leadership

  through content, webinars, and research pieces.
• Support

  go-to-market strategies

  for new features like analyst marketplace and compliance modules.

Requirements

• 2–4 years of experience

  in B2B, B2C SaaS sales, preferably in

  fintech, capital markets, or AI SaaS

  .
• Proven track record of meeting or exceeding sales targets.
• Hands-on experience in

  digital marketing

  and campaign optimization.
• Strong understanding of

  equity research workflows and compliance frameworks

  .
• Excellent communication, presentation, and negotiation skills.
• Familiarity with CRM systems, marketing analytics, and automation tools.
• Ability to thrive in a

  fast-paced, results-oriented

  environment.