Director of Business Development – Private Markets SaaS (NY / NJ / Boston Metro)

Position Overview

On behalf of a premier financial technology company providing an all-in-one software ecosystem for alternative asset managers, we are seeking a dynamic, growth-oriented Director of Business Development.

Our client delivers a comprehensive SaaS platform that covers the entire fund lifecycle—spanning investor management, fundraising datarooms, electronic subscriptions, portfolio management, and fund accounting. The platform sells directly into Private Equity, Venture Capital, Private Credit, and major asset management firms globally.

This is a high-impact, modern sales role designed for a professional who can function seamlessly as an elite individual contributor while scaling a rich regional territory. While we are ideally targeting candidates with 3 to 5 years of enterprise SaaS experience in this vertical, we are highly receptive to more senior operators and player-coaches who can bring established networks and repeatable processes to the team.

• Location: New York, New Jersey, or Boston Metro (Remote with regional travel).
• Target Market: Private Equity (PE) sponsors, Venture Capital (VC) funds, Private Credit lenders, and institutional asset managers across major Northeast financial hubs.

Key Responsibilities

• Drive Net-New Institutional Revenue: Identify, navigate, and close high-value, multi-year enterprise SaaS agreements with institutional fund managers, C-suite executives, and investment committee stakeholders.
• Sponsor Portfolio Management: Map and penetrate the Private Equity and Venture Capital ecosystems, building strategic sponsor-led partnerships that align platform solutions with the value-creation strategies of fund managers.
• Orchestrate Multi-Product Deals: Lead commercial conversations around a modern, unified software suite, maximizing long-term scalability and account expansion potential across multiple internal modules.
• Pipeline Management: Infuse forecasting rigor and a structured sales methodology (e.g., MEDDIC) into the territory to optimize lead conversion, accelerate sales velocity, and scale average deal sizes.

About the Platform & Opportunity

• Comprehensive Modern Ecosystem: Instead of pushing a limited point solution, you will represent an integrated, next-generation software platform specifically engineered to replace fragmented legacy systems. The suite natively handles critical alternative investment workflows including investor onboarding, digital subscription documents, modern ESG monitoring, portfolio analytics, and automated fund accounting.
• High-Velocity Market Demand: Global alternative asset managers are aggressively digitizing their middle and back offices. You will step into a highly visible role backed by an established product, targeting a sophisticated class of buyers looking to drive operational efficiency and enhance their investor experiences.
• Northeast Corridor Potential: This territory provides immediate access to the densest institutional asset management hubs in the world (spanning New York, New Jersey, and Boston), offering an exceptional playground for substantial commission upside and territory growth.

Candidate Profile & Qualifications

• Experience Baseline: Minimum of 3 to 5 years of successful enterprise software sales or strategic business development experience explicitly selling into financial services, fintech, or the private markets ecosystem. Note: Highly experienced senior operators and player-coaches with deep institutional roll-dexes are welcome and strongly encouraged to apply.
• Private Markets Fluency: A strong conceptual understanding of the operational, fundraising, or compliance concerns of alternative fund managers.
• Software Expertise: Proven track record of selling complex, multi-product B2B SaaS platforms. Experience selling portfolio management software, investor relations platforms, or fund accounting systems is highly beneficial but not strictly required.
• Sales Sophistication: A verified history of meeting or exceeding quotas, driving net-new logo acquisition, and successfully navigating complex executive-level contract negotiations.
• Drive & Autonomy: High self-motivation, excellent executive presence, and the cross-functional capability required to partner internally across Product, Marketing, and Legal teams.