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Hentsu Sales Associate/Lead Generation - Financial Services - New York in New York, New York

Portfolio BI(PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, our clients benefit from integrated platforms, local technological expertise, and seasoned financial experts.

We are an asset management technologist, and we provide a fully managed cloud platform for hedge funds, with on-demand trading, research and corporate technology, as well as connectivity to market data providers, brokers, and exchanges. Our vision is to drive agile transformation across financial services through public cloud technologies, SaaS and data science.

We are committed to developing our team as we grow by offering a variety of opportunities to increase knowledge, build skills, and take charge of your career.

The Opportunity: We are seeking a highly skilled, adaptable, and reliable Sales Associate/Lead Generation to help take our company to the next level. In this position, you will be part of a dynamic team of professionals who plan and implement our sales, marketing, and promotional campaigns for our clients' accounts. The ideal candidate would be proficient in customer service, sales, and marketing. This candidate should also have an interest in furthering their career and skills, personally and professionally.

Primary responsibilities include:

  • Engaging new prospects and create new business and product awareness

  • Managing and collecting customer information for lead generation follow-up

  • Drive revenue growth through high volume internal and external qualified stakeholders, interaction both in person and remote

  • Bring, resolve and solutions to prospects, meetings, during live meetings and coordinate follow-ups

  • Managing promotional sales campaigns and executing field marketing initiatives directly to consumers efficiently

  • Developing a pipeline of viable opportunities that exceed quotas, and update prospects in your territory

  • Maintaining the sales cycle from lead generation to closure

  • Driving all aspects of the sales cycle including, proposals, presenting, pricing and contract negotiations, etc

  • Ensure 100% customer satisfaction and retention

  • Meet or exceed revenue targets on an individual and team basis


To qualify for the role, you must have:

  • Experience in fintech sales is a must

  • Good communication skills

  • Excellent promotional skills and ability to bring a brand to life

  • Eagerness to learn and grow in the sales field

  • Problem-solving attitude

  • Preferably a degree in Business Marketing, Marketing, Advertising, Communications, or a related field


You would be part of an international team of people from all over the globe, working on the latest technology and at the forefront of automation and innovation. We offer:

  • Flexible working

  • Working remotely from home and from the office (hybrid model)

  • Competitive salary

  • PTO and sick leave days

  • Medical insurance and 401k packages

  • PPO and EPO plans

  • Professional development and training

  • Discretionary performance bonus

  • ...and the list goes on!