Senior Vice President of Sales - Forensic Research (Institutional Clients)
CFRA Research
Sales & Business Development
United States · Remote
USD 165k-175k / year
Posted on Apr 16, 2026
The Senior Vice President of Sales will drive revenue growth for our forensic research business by combining high‑impact individual production with thoughtful mentorship of a sales team. This role is ideal for a seasoned institutional salesperson who leads primarily through example—coaching, developing, and elevating others while maintaining a strong personal sales pipeline.
The SVP will work closely with Research teams to ensure our forensic insights resonate with hedge funds, asset managers, and other institutional investors.
- Department
- Sales
- Employment Type
- Full Time
- Location
- Remote US
- Workplace type
- Fully remote
- Compensation
- $165,000 - $175,000 / year
Key Responsibilities
Player‑Coach Sales Execution
• Act as a primary producer, managing and expanding sales opportunities
• Lead complex sales cycles with CIOs, PMs, analysts, and procurement teams.
• Demonstrate best‑in‑class sales behaviors—prospecting, positioning, objection handling, and closing—so the team can model successful approaches.
• Identify new business opportunities and emerging client needs within the institutional research ecosystem.
Client Engagement & Market Insight
• Represent the firm’s forensic research capabilities in client meetings, industry events, and strategic discussions.
• Translate client feedback into actionable insights for Research and Product teams.
• Maintain a deep understanding of market trends, competitive offerings, and how institutional investors use forensic research in their investment processes.
Mentorship & Team Development
• Serve as a hands‑on mentor to sales professionals, offering deal support, skill development, and real‑time coaching.
• Foster a collaborative environment where team members learn from shared experiences, client interactions, and best practices.
• Support hiring, onboarding, and ongoing development of sales talent
• Encourage a culture of curiosity, continuous learning, and client‑centric thinking.
Commercial Collaboration
• Partner with internal teams to refine product positioning, enhance client value, and support go‑to‑market initiatives.
• Contribute to forecasting and pipeline discussions
• Help shape commercial strategy through practical, client‑driven insights.
• Act as a primary producer, managing and expanding sales opportunities
• Lead complex sales cycles with CIOs, PMs, analysts, and procurement teams.
• Demonstrate best‑in‑class sales behaviors—prospecting, positioning, objection handling, and closing—so the team can model successful approaches.
• Identify new business opportunities and emerging client needs within the institutional research ecosystem.
Client Engagement & Market Insight
• Represent the firm’s forensic research capabilities in client meetings, industry events, and strategic discussions.
• Translate client feedback into actionable insights for Research and Product teams.
• Maintain a deep understanding of market trends, competitive offerings, and how institutional investors use forensic research in their investment processes.
Mentorship & Team Development
• Serve as a hands‑on mentor to sales professionals, offering deal support, skill development, and real‑time coaching.
• Foster a collaborative environment where team members learn from shared experiences, client interactions, and best practices.
• Support hiring, onboarding, and ongoing development of sales talent
• Encourage a culture of curiosity, continuous learning, and client‑centric thinking.
Commercial Collaboration
• Partner with internal teams to refine product positioning, enhance client value, and support go‑to‑market initiatives.
• Contribute to forecasting and pipeline discussions
• Help shape commercial strategy through practical, client‑driven insights.
Skills, Knowledge and Expertise
• 5+ years of institutional sales experience in investment research, forensic accounting, alternative data, or related financial intelligence products.
• Strong track record selling into hedge funds, asset managers, and other sophisticated investors.
• Demonstrated success as a player‑coach—balancing personal production with mentoring and developing others, is preferred
• Exceptional communication skills and the ability to simplify complex research for senior investment audiences.
• Deep understanding of how forensic insights inform investment decisions.
• Comfortable in a fast‑moving, entrepreneurial environment where influence and collaboration matter more than hierarchy.
• Strong track record selling into hedge funds, asset managers, and other sophisticated investors.
• Demonstrated success as a player‑coach—balancing personal production with mentoring and developing others, is preferred
• Exceptional communication skills and the ability to simplify complex research for senior investment audiences.
• Deep understanding of how forensic insights inform investment decisions.
• Comfortable in a fast‑moving, entrepreneurial environment where influence and collaboration matter more than hierarchy.
Benefits
- 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 (base + commission)
- 401K Match
About CFRA Research
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.
Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.
Our Hiring Process
Stage 1:
Applied
Stage 2:
Review
Stage 3:
Prescreen
Stage 4:
Interview
Register your interest below, and we’ll reach out when a position opens that aligns with your skills and career goals.