Inside Sales Americas, AVP

Charles River Development (CRD), a State Street company, delivers the industry's leading front and middle-office investment management platform — empowering investment managers worldwide to operate with greater speed, intelligence, and confidence. As we continue to expand our global client base, we are seeking a Assistant Vice President of Inside Sales / Business Development to join our growing sales organization.

In this role, you will be a key contributor to CRD's new business pipeline, partnering closely with experienced Sales Directors and Account Executives to identify, engage, and qualify prospective clients across target market segments. This role is designed for a seasoned inside sales professional with a proven track record in cold calling, outbound prospecting, and disciplined pipeline management, who can operate with a high degree of autonomy and professionalism.

Key Responsibilities

Business Development & Prospecting

• Identify and engage prospective clients through targeted outbound outreach, including cold calling, personalized email campaigns, and social selling strategies.
• Research and map target accounts to understand organizational structure, business priorities, and relevant buying personas.
• Execute multi-channel outreach campaigns for both net-new prospects and expansion opportunities within the existing client base.
• Partner closely with Senior Account Executives and Sales Directors to develop territory-level outreach strategies and support the full sales cycle from initial engagement through qualification.
• Participate in discovery calls and introductory meetings, helping to articulate CRD's value proposition to prospective clients.
• Collaborate with Marketing and Sales Enablement teams to align outreach messaging with campaign themes and product positioning.

CRM Hygiene & Activity Reporting

• Maintain accurate, up-to-date records of all prospect interactions, account data, and pipeline activity within Salesforce CRM.
• Track outreach metrics, conversion rates, and pipeline contribution, providing regular updates to sales leadership.
• Support forecasting accuracy by ensuring all qualified opportunities are reflected with appropriate stage and next steps in the CRM.

Continuous Learning & Market Awareness

• Develop a working knowledge of CRD's platform capabilities, competitive landscape, and the investment management industry to support credible, informed client conversations.
• Stay current on trends in asset management, fintech, and capital markets to identify emerging opportunities and tailor outreach accordingly.

Qualifications & Requirements

Required

• 3+ years of experience in a business development, inside sales, or sales development representative (SDR/BDR) capacity, with a demonstrated track record of meeting or exceeding outreach and pipeline targets.
• Highly organized and detail-oriented, with the ability to manage a high volume of outreach activities across multiple accounts simultaneously.
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Outlook.
• Experience working with CRM platforms, preferably Salesforce
• Bachelor's degree from an accredited institution.
• Communication Excellence: Polished written and verbal communication skills; ability to craft compelling outreach messages and engage professionally with senior client contacts.

Preferred

• Experience in financial services, fintech, capital markets, or enterprise SaaS sales.
• Familiarity with SaaS sales models, including subscription-based revenue, renewal dynamics, and multi-stakeholder buying processes.
• Exposure to investment management workflows, front-office technology, or institutional finance — helpful but not required; we invest in the right people.

Salary Range:

$80,000 - $140,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.