The Right Solution Sales Executive for a Growing Fintech

PROBLEM:

This buy-side FinTech company helps clients move away from fragmented, legacy architecture, and move towards investment data transparency and automation for both the financial services firm and the firm’s clients. A number of the world’s largest financial services players have already adopted their platform.
Their superior technology and stellar management team helped them gain traction in an industry on the edge of radical transformation. They needed a superstar sales leader to take this company to the next level.

AC LION DELIVERED:

We found them a solution seller with 20-plus years as a FinTech sales and marketing leader, selling EDM platforms, risk tech, OEMs, portfolio construction, and optimization systems. They were, at the time, selling a diverse set of technologies into the Global Financial Institutions and had an expansive network on the buy side.

They had been at one financial services firm for 11 years leading multiple sales teams. They were in a player/coach role generating the highest revenue firm-wide as an individual contributor, four times more than the next leading individual at his previous employer, effectively communicating and building strong rapport with prospective buyers during the firm’s acquisition. They had a consultative/solution selling approach whilst working alongside sales engineering, customer success, and marketing teams to facilitate the successful sale. They also led a region build as sales leader for a UK company.

The candidate hit the ground running and is helping this young, dynamic financial technology company flourish as they make the world of investing clearer, faster, and more cost-effective for everyone. They are expanding the data model across strategic partners and enabling client interaction on a safe governance layer.

On top of that, this FinTech company was so happy with our work that we recently helped them build out more of their specialized team.