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Vice President of Sales – Forensic Research

CompanyCFRA
LocationUnited States
TypeRemote
The VP of Sales will play a key role in expanding the reach of our forensic research. This individual will be responsible for driving business growth, promoting our research offerings, and serving as a strategic link between our analysts and the investment community.
  • With support from a Business Development Rep (BDR) develop relationships with prospects (largely hedge funds, mutual funds, asset managers, and other institutional firms) to continually build pipeline 
  • Promote and sell forensic research products, analyst access, and custom research engagements 
  • Achieve new sales quota 
  • Collaborate with research analysts to understand and communicate key research and actionable recommendations 
  • Identify and communicate client focus and needs to support alignment of research offerings with investment strategies 
  • Maintain data in Salesforce to ensure transparency and accurate forecasting and reporting  
  • Organize client meetings and analyst road shows 
  • Stay abreast of relevant financial markets 

  • Bachelor’s degree in economics, finance, business, or a related field 
  • 5+ years of experience in institutional sales- holding direct quota 
  • Previous experience selling research to institutional investors (previous experience with forensic accounting research highly preferred) 
  • Understanding financial markets  
  • Excellent communication, presentation, and relationship-building skills 
  • Proven ability to translate complex issues into investment-relevant insights 
  • Self-motivated, intellectually curious, and team-oriented 

  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10-11 Holidays a year
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance 
  • Competitive Pay
  • Annual Performance Bonus
  • 401K Match


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