Director of Investor Analytics and Strategy

As our Director of Investor Analytics and Strategy, you will design, execute and lead a best-in-class sales engine to enable and power our fundraising efforts. 

In addition, you will oversee analysts in managing existing investor relations and enhancing client experience through delivery of high quality, accurate and timely information; partnering with sales leads and other team members to support fundraising process; leading relationship and collaboration across internal groups to promote coordination and teamwork.

You will report to and work with the Capital Development Chair at our New York City headquarters.

Team leadership: 

• Enable team culture of continuous improvement and an evidence data-driven understanding of conversion, time to close, etc.
• Enhance the performance management system that encourages both performance and behavior

Selling and Investor Relations process and performance management: 

• Build rigorous sales operations engine for capital development efforts
• Maximize Capital Development business development team’s time spent selling by minimizing low impact non-selling activities
• Develop evidence-driven client contact strategy recommendations
• Rigorously track and manage sales funnel performance metrics, unearthing key metrics, sales effectiveness insights and opportunities to optimize funnel and drive results
  

Sales strategy: 

• Support sales strategy by identifying the most attractive opportunities based on value and probability of closing
• Ensure deployment of business development resources in alignment with highest value opportunities
• Efficient coverage by developing investor landscaping, mapping and targeting strategies
  

Selling skills: 

• Drive business development and sales effectiveness for this team
• Identify and execute upon opportunities to build sales capabilities
  

Tools management: 

• Own Salesforce.com design, functionality, data & reporting; establish efficient sales support foundation & streamlined processes. 
• Develop robust CRM tracking process, creating reporting & analytics to optimize investor coverage and to improve visibility to senior stakeholders

• 7+ years of total experience in sales operations, consulting, investment banking, business development, equity capital markets roles and/or analytical roles with exposure to sales processes
• Knowledge of Salesforce
• Experience developing dashboards and reporting

• Drives Results. You persist in accomplishing objectives and exceeding goals despite obstacles and setbacks, while also helping others to achieve results.
• Strategic Mindset. You anticipate future trends and translate them into breakthrough strategies that show a clear connection between vision and action. 
• Optimizes Work Process. You are aware of the most effective and efficient processes to get things done, and are focused on continuous improvement.

• In-office: New York, NY
• Remote: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

Full-time base salary range of $185,000 - $225,000 plus a competitive equity & benefits package listed under the "Why work with us?" section.