Sales Director, Financial Services

Centari, Inc

• $160K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in enterprise sales of software, data, or information services to private equity or private markets firms.
  • Proven track record of sourcing and closing six to seven-figure deals with private market buyers.
  • Strong relationships with key private market buyer personas like GCs, CFOs, and heads of fund operations.
  • Fluency in legal documents such as credit agreements and LPAs, with fund legal or operations experience being advantageous.
  • Experience selling a new category at an early-stage company is a plus.

Responsibilities

  • Drive the full sales cycle from initial contact to signing major fund engagements.
  • Collaborate with multiple teams to align interests and secure agreement from legal, finance, and investor relations.
  • Establish commercial terms and success criteria prior to pilot engagements.
  • Manage the account relationship post-sale with the customer success team for conversion to full engagement.
  • Deepen market expertise within specific niches like private credit or middle-market PE and represent Centari at relevant industry events.

Benefits

  • Competitive salary and meaningful equity.
  • Comprehensive health coverage with 100% employee premium coverage.
  • 75% premium coverage for dental and vision.
  • 401(k) plan with up to 4% match.
  • Complimentary lunch for in-office employees.
  • Flexible paid time off (PTO) policy.
Full Job Description
The Role

We're hiring a Sales Director, Financial Services to win Centari's largest and most complex fund engagements. You'll carry a book of institutional GPs and asset owners, where each deal involves legal, finance, investor relations, and portfolio teams, and where the first signed funds set the reference every later buyer checks.

This role is based in our New York office, with travel of up to 30%.

What You'll Own
  • Revenue. You run the full sales cycle, from first conversation to signed six or seven-figure engagement. You'll bring existing relationships to the table, while making every new relationship your own from the first meeting.
  • The multi-team sale. The GC needs to know what the fund has agreed to, finance needs audit support and compliance guides, and IR needs fast answers on side letters. You build the case for each team and bring them to one decision.
  • Commercial terms. You agree pilot success criteria and pricing before a pilot starts, then stay on the account with our customer success team until it converts to a paid engagement. You take each deal through security review and contract negotiation to signature.
  • Segment expertise. You go deep on one or two sub-markets, such as private credit or middle-market PE, and represent Centari at the industry events their buyers attend.


What You Bring
  • You've personally sourced and closed six to seven-figure deals with private markets buyers. Come with a specific deal: who signed off, what nearly stalled it, and how you closed it.
  • 7+ years in enterprise sales of software, data, or information services to private equity, private credit, or other private markets firms.
  • Relationships with buyer personas in the private markets, like GCs, CFOs, heads of fund operations, or operating partners, or a record of building new relationships quickly.
  • Fluency in the documents the private markets run on: credit agreements, purchase agreements, LPAs, and side letters. Experience in fund legal, finance, or operations is a plus.
  • Nice to have: you've sold a new category at an early-stage company, where the buyer had no pre-existing line item for what you were selling.


What We Offer
  • Competitive salary and meaningful equity
  • Comprehensive health coverage (Centari covers 100% of employee premiums)
  • Dental and vision (Centari covers 75% of employee premiums)
  • 401(k) with match up to 4%
  • Lunch covered for in-office team
  • Flexible PTO

Similar Jobs

More Jobs at Centari, Inc

More Finance & Insurance Jobs

Find similar Sales Director, Financial Services jobs: