WHAT YOU'LL BE DOING:

Part of TIFIN, Helix by HL is an AI-powered assistant that simplifies the world of Alternative Investments and drives increased adoption. Helix is used by financial advisors, product distributors, due diligence teams, and wealth platform providers to enhance understanding of complex asset classes, source and evaluate potential investments, and streamline time intensive processes so users can effectively navigate private markets with confidence.

The mission of the CRO will be to grow Helix’s customer base with a specific focus on Enterprise wealth firms. Success in this role will mean that you have effectively scaled the business to deliver steadily increasing YoY customer adoption and revenue growth; your outstanding operational and cultural leadership has resulted in a strong and cohesive team focused on delivering results and delivering shareholder value. 

THE ROLE:

• Oversee sales operations across the company
• Own and be accountable for all revenue, drive enterprise relationships and sales
• Participate in the creation and drive achievement of annual business plans for the company
• Participate in quarterly plan reviews evaluating/fine tuning specific KPIs
• Maintain a strong and healthy relationship with the executive team, investors and board members; openly communicating and collaborating on key business initiatives and operational metrics
• Inspire and lead the Helix sales team; foster a sense of purpose within each team member and how their work ties to the larger mission
• Recruit/develop key staff members
• Fully understand the business drivers for Helix; assess customers’ needs and desires while consistently evaluating market trends 
• Work with the executive team on segmentation, value differentiation, product road maps, revenue streams, resource allocation and KPI alignment 
• Drive healthy revenue growth and profitability via net new customer acquisition

WHO YOU ARE: 

• 10+ years of successful sales leadership experience with a technology and/or financial services company
• Proven track record as a CRO, COO, GM or Executive Sales leadership of a B2B or B2B2C
• Significant go-to-market leadership experience including prior hands-on selling experience
• Deep industry knowledge of the asset manager and/or broker/dealer segment a MUST
• Ability to attract and retain high caliber talent by communicating strategic vision of the company
• Superb leadership skills, including prior experience managing teams of 5+
• Customer-focused; loves spending time with customers, and ideally has customer references
• Local presence in Charlotte or New York City is ideal

The position requires approximately 30 – 40% travel.

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position is between $200,000 - $250,000. The position is also eligible for incentive compensation and equity. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.