Research Member, Sales & Services

This is a fully remote position, open to applicants in Australia.

📋 Description

• Take ownership and enhance research membership revenue through acquiring new members, exploring expansion opportunities, providing renewal support, managing pipelines, forecasting, and identifying risks.

• Establish trustworthy relationships with senior decision-makers at potential asset management and asset owner organizations.

• Facilitate consultative sales discussions that link member challenges to research, events, analyst access, and peer networks.

• Act as the main point of contact for regional members while implementing account engagement strategies and service plans.

• Lead customized onboarding processes and connect members with pertinent research, roundtables, webinars, and events.

• Conduct executive business reviews and implement retention strategies.

• Relay regional market insights and emerging client needs to research and leadership teams.

• Work collaboratively with Client Success, Research Sales, Research, Consulting, and Marketing teams.

• Monitor engagement data, portfolio health, renewal performance, and client satisfaction.

• Contribute to internal best practices and foster a collaborative, transparent, client-focused company culture.

⛳️ Requirements

• 5–7 years of experience in sales, business development, client success, relationship or account management, managed services, or a similar commercial role within financial services, investment management, or enterprise technology sectors.

• Profound understanding of the buy-side investment ecosystem and the operating models of asset managers and asset owners.

• Established credibility across front-, middle-, and back-office functions, including technology, operations, data, risk, compliance, reporting, and performance.

• Demonstrated ability to sell and support intangible, trust-based offerings such as research, advisory services, subscriptions, platforms, or managed services.

• Experience in disciplined pipeline management, forecasting, opportunity qualification, and proactive risk communication.

• Strong executive presence coupled with exceptional communication, facilitation, and relationship-building skills.

• Confidence in engaging C-suite leaders, senior executives, and functional decision-makers.

• Capability to lead client forums, roundtables, and executive discussions.

• Excellent networking skills and comfort in facilitating peer connections across member organizations.

• Sound judgment, ownership, transparency, proactive problem-solving abilities, and the capacity to influence stakeholders.

• Proficient in CRM, marketing automation, and client engagement platforms.

• A Bachelor’s degree is required.

• Travel will be event-driven and as necessary to cultivate and maintain relationships with prospects and members.

• Preferred: experience with asset managers, asset owners, public pension funds, insurance companies, or investment technology organizations.

• Preferred: familiarity with investment management systems and workflows.

• Knowledge of Aladdin by BlackRock, State Street Alpha, SimCorp One, or Rimes Matrix is a plus.

🏝️ Benefits

• Competitive salary accompanied by an annual performance bonus and profit-sharing opportunities.

• Superannuation contributions (Australia).

• A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering.

• Flexible work model - fully remote with optional access to co-working spaces or offices.