Sales Representative - Investment Banking

San Francisco, CA, United States
Main Location
United States
Open jobs
powertofly approved What SPGlobal Has to Offer:

We met with women at S&P Global to hear about the teams they're leading, the products they're building and how they integrate work with life.

Hear directly from Irina, Megan, Sameena and Meredith.

The Role: Do you have a passion for selling? As a Sales Representative you are responsible for promoting and consultatively selling a portfolio of products to current and target customers within our Investment Banking and Private Equity Segment. You will identify key decision makers and influencers with target prospects and execute sales strategy collaborate with sales members, client services, product management, operations, technology, and legal to optimize product and service delivery.

The Impact: Your contribution and dedication to your role is critical as you will have a direct impact on business generation. You will be able to lead from the front and have direct impact for future advancement of the business. In doing so you will get to learn their business and help clients identify needs, while providing solutions utilizing our products.

The Team: The team is composed of experienced professionals within their respective industries. The business has a casual and friendly atmosphere with an entrepreneurial spirit. We value partnership and it is crucial that you are a great teammate in order to be successful within our organization.

What's In It For You: By being a key player within the sales team, you will have the opportunity to work with the major key clients. This is a great opportunity for you to grow professionally as well as committing to the growth of the organization.


  • Maintaining total sales at or above quota.
  • Identifying new opportunities within the designated territory.
  • Establishing appointments with senior level executives of these organizations.
  • Staying current with industry news and issues to understand the potential impact to your current prospects for fine new opportunities.
  • Coordinating and providing sales demonstrations.
  • Following up to negotiate contract terms and pricing.
  • Maintaining focused approach to daily sales activity pipelines and systems based workflow (i.e.
  • Securing the executed contract and coordinating the transition of new clients to the Relationship Management group.
  • Developing industry specific knowledge necessary to have credible diagnostic conversations.
  • Engaging in team selling to strategic accounts in conjunction with Sales Executives in other industries or Account Managers in existing accounts.

What We're Looking For: We are looking for an individual that has a confirmed, repeatable sales process, with shown success selling into complex spaces with a complex product.

Basic Qualifications:

  • 3+ years of relevant industry experience and a consistent record in consultative sales.
  • Strong communication, organization, presentation and negotiation skills.
  • Analytical capabilities in the areas of credit risk, financial modeling and valuation analysis is desirable.
  • Confidence in cold calling and dealing with C-Level executives over the phone and in person.
  • Must have experience holding a new business sales quota.

Preferred Qualifications:

  • Bachelor’s Degree in business, commerce or related subjects, CFA, MBA will be a plus.
  • Experience selling into the Investment Management, Hedge Fund, Private Equity and Investment Banking space.
  • Background in selling data analytical software platforms.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit, S&P Global Market Intelligence

S&P Global is an equal opportunity employer committed to making all employment decisions without regard to race/ethnicity, gender, pregnancy, gender identity or expression, color, creed, religion, national origin, age, disability, marital status (including domestic partnerships and civil unions), sexual orientation, military veteran status, unemployment status, or any other basis prohibited by federal, state or local law.  Only electronic job submissions will be considered for employment.


If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. 

The EEO is the Law Poster describes discrimination protections under federal law.

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