Sales Representative, VP

Sales Representative, VP

Charles River Development (CRD), a State Street company, delivers the industry’s leading front- and middle-office investment management platform, enabling investment managers worldwide to operate with speed, intelligence, and confidence.

As we continue to grow our North American business, we are seeking a Vice President, Sales Representative to join our sales organization. This is an individual contributor role designed for a motivated, experienced sales professional who brings direct sales experience, strong initiative, and a desire to grow within a high-performing enterprise sales environment.

This role is ideal for someone who is ambitious, coachable, and energized by building relationships, managing a structured sales process, and developing deep expertise in financial technology and capital markets. The Vice President Sales Representative will be responsible for driving new business opportunities across North American prospects and existing clients.

Key Responsibilities

Sales Execution & Business Development

• Drive new business opportunities across designated North American territories through proactive prospecting and relationship development.
• Manage the full sales cycle for assigned opportunities, from initial outreach and discovery through qualification, negotiation, and contract closure.
• Conduct discovery conversations to understand client needs and articulate CRD’s value proposition clearly and credibly.
• Build and maintain strong relationships with key decision-makers and influencers within prospective client organizations.
• Partner closely with Client Management to uncover and close opportunities within the existing client-base.

Pipeline Management & Organization

• Maintain accurate and timely records of all sales activities, opportunities, and next steps within Salesforce CRM.
• Demonstrate strong organization and follow-through in managing multiple opportunities simultaneously.
• Provide regular updates on pipeline progress, deal status, and activity metrics.
• Support forecast accuracy by ensuring opportunities are properly staged and documented.

Collaboration & Learning

• Work closely with Marketing, Sales Enablement, and Product teams to align messaging and outreach efforts.
• Continuously develop knowledge of CRD’s platform, client use cases, and the broader financial technology landscape.
• Stay current on trends in investment management, fintech, and capital markets to support informed and relevant client conversations.

Qualifications & Requirements

Required

• 5+ years of direct sales experience, preferably in enterprise, SaaS, fintech, or financial services environments with annual contract values of over $1 million.
• Demonstrated ability to proactively source, manage, and progress sales opportunities.
• Self-motivated, highly organized, and comfortable operating as an individual contributor in a performance-driven environment.
• Strong written and verbal communication skills, with the ability to engage confidently and professionally with client stakeholders.
• Experience using CRM platforms (Salesforce preferred) and Microsoft Office (Outlook, Excel, PowerPoint).
• Bachelor’s degree from an accredited institution.

Preferred

• Experience selling financial technology, enterprise software, or solutions to institutional investors, asset managers, or financial services firms.
• Familiarity with investment management workflows, front-office systems, or capital markets concepts.
• Exposure to complex, multi-stakeholder sales processes.
• Desire and demonstrated ability to grow into more senior sales responsibilities over time

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.