Location: New York City (Hybrid Work Model)
The Role
We're looking for a senior, hands-on business development leader to own and scale revenue growth through strategic partnerships, enterprise sales motion design, and market expansion. This is a high-impact role reporting directly to executive leadership, with clear influence over company strategy, positioning, and long-term growth.
This role is ideal for someone who has closed complex B2B deals, understands buy-side financial services or diligence-driven workflows, and thrives at the intersection of AI, SaaS, and enterprise value creation.
What You'll Do
- Own and scale business development and strategic partnerships across asset and wealth management ecosystem
- Build and execute the enterprise and mid-market go-to-market strategy in collaboration with Sales, Product, and Marketing
- Identify, structure, and help close high-value commercial partnerships (platform partnerships, data partnerships, channel relationships)
- Lead complex, multi-stakeholder deal cycles - from first conversation to contract execution
- Develop repeatable BD playbooks, pricing frameworks, and partnership models
- Represent the company at industry events, conferences, and executive forums
- Mentor and help scale a high-performing BD / partnerships team over time
What We're Looking For
- 7+ years of experience in business development, partnerships, or enterprise sales
- Strong background in B2B SaaS, with experience selling into financial services, institutional and wealth investing, or professional services
- Proven track record of closing large, complex deals with long sales cycles
- Deep comfort engaging with C-suite, partners, and investment professionals
- Strong strategic thinking paired with hands-on execution and deep platform and solutions knowledge
- High curiosity and fluency around AI, automation, and modern data platforms
- NYC-based (or willing to be), with comfort working in a continuously innovating and product focused environment
- Open to travelling up to 20% time
Nice to Have
- Experience in diligence, data platforms, workflow automation, or investment technology
- Prior experience as an allocator or in investor relations role is a strong plus
- Existing relationships across allocators, PE, VC, asset management, or consulting ecosystems
- Prior experience helping scale a company from growth stage
Why Join Us
- Work on a category-defining diligence platform solving real, high-stakes problems across Manager Research, ODD, ESG, Legal, Tax and Compliance Oversight as well as RFP/DDQ automation, distribution support and investor reporting
- Direct influence on company strategy and long-term trajectory
- Smart, low-ego team with deep domain expertise
- Based in NYC, with flexibility and trust built into the culture
- Salary Ranges : $135,000 to $200,000
- Performance based - incentives & ESOPs
- Medical, Dental, and Vision coverage via JustWorks/One Medical
- 401(k) plan
- Generous PTO plus sick leave and paid holidays
- Employee donation matching
- Rewards and recognition Program
