[Hiring] Senior Vice President of Sales – Forensic Research @CFRA Research

Role Description

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.

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

Qualifications

• 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

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