Sales manager for investment research

Commcise brings transparency and precision to institutional investment research through independent, cloud-based commission management, research valuation and market intelligence solutions for asset managers, brokers and research providers. Substantive Rankings is a data-led benchmark of analyst value. It uses the research evaluation data that buy-side firms already produce, rather than surveys or qualitative polling, to create governed and anonymised market rankings. Participating buy-side firms receive detailed rankings and insights that support research discovery, benchmarking, budgeting and oversight.

• Develop and execute a global buy-side sales plan for Substantive Rankings, prioritising target asset managers, hedge funds and relevant decision makers across key international markets.
• Clearly articulate the product proposition: a data-led benchmark based on existing buy-side research evaluation data, with no additional survey and strong governance around anonymisation and access.
• Generate, qualify and progress new opportunities through direct outreach, referrals, events, campaigns and the existing Commcise and Substantive network.
• Run consultative discovery with research management, investment teams, finance, operations, compliance, legal, data and technology stakeholders to understand workflow, data and governance requirements.
• Deliver tailored presentations and demonstrations, explaining use cases including analyst discovery, peer benchmarking, research budgeting and oversight.
• Own the sales cycle from first contact through commercial agreement, data participation, onboarding and structured handover to product and client-service colleagues, including helping to manage the buy-side legal agreement process through negotiation and final signature.
• Create a documented strategy for each material opportunity, covering stakeholders, client needs, value case, competition, risks, next steps and close plan.
• Build long-term relationships with participating firms, identify expansion opportunities and provide structured market feedback to the Substantive Rankings product team on client needs, market priorities and potential product evolution.
• Work closely with the Substantive Rankings product team to help shape and develop the commercial proposition as the product, data set and client use cases evolve.
• Support prospecting, qualification and opportunity progression across the wider Commcise sales team, including coordinated account planning and cross-selling.
• Contribute to campaigns, client events, webinars, thought leadership and market-intelligence initiatives that create demand across the buy-side and sell-side.
• Work closely with Sales, Product, Marketing, Client Services, Data, Legal and Compliance to maintain consistent positioning and remove obstacles to conversion.
• Maintain accurate leads, activities, opportunities, forecasts and next steps in the group CRM, providing transparent reporting on pipeline health and activity.
• Meet agreed targets for qualified pipeline, buy-side participation, conversion, revenue and strategic account coverage.
• Maintain current knowledge of the Commcise and Substantive propositions, the competitive rankings landscape, research valuation, commission management and relevant regulation.

• Proven B2B sales or business-development experience with institutional buy-side clients, ideally asset managers and hedge funds.
• Demonstrable track record of building pipeline through proactive prospecting and progressing multi-stakeholder opportunities to a close.
• Strong understanding of how investment research is consumed, evaluated, budgeted and governed within buy-side firms.
• Credibility with senior client stakeholders and the ability to translate a data, software or market-intelligence proposition into clear commercial value.
• Confident presentation, product-demonstration, negotiation and written communication skills.
• Structured, disciplined approach to account planning, CRM management, forecasting and follow-up.
• Ability to work collaboratively across a global, matrixed sales, product and client-service environment while retaining clear ownership of outcomes.
• Self-motivated, resourceful and comfortable operating in an entrepreneurial, evolving product environment.
• Будет плюсом: Experience selling research technology, market data, analytics, SaaS or workflow solutions into institutional investment firms; Existing relationships with research directors, heads of research, research COOs, investment operations, broker relations, finance or procurement teams; Knowledge of research evaluation, broker voting, commission management, research payment accounts and MiFID II research and inducement requirements; Experience handling enterprise data-governance, information-security, procurement and legal diligence, including progressing client agreements through negotiation to signature; Experience using HubSpot or Salesforce, LinkedIn Sales Navigator, Microsoft 365 and related sales-enablement tools; Bachelor’s degree or equivalent professional experience in financial services, investment research, capital markets, data or technology

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