Sales Team Lead

Finalis is building the largest investment banking platform in the world. 

What does Finalis do?

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.

Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.

Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Join us in disrupting the securities industry, for good.

How does Finalis work?

• We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time.

• If you’re located outside this time zone range, you will be asked to maintain U.S. working hours.

• Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible.

As Finalis continues its rapid growth, we are looking for a Sales-Team Lead to join and help lead part of our Growth Team. In this role, you will not only be responsible for identifying, negotiating, and closing new business opportunities but also for managing, mentoring, and elevating a team of Account Executives. Your leadership will be instrumental in setting the tone, pace, and expectations across the team as we pursue Finalis’ mission of becoming the world’s largest dealmaking platform.

You are expected to deeply understand Finalis’ business model and help drive sustainable growth across its core Compliance solution. This role blends individual contribution with team leadership: you’ll manage your own pipeline while also helping to coach, develop, and scale the performance of three to five Account Executives.

Key responsibilities include:

• Leading by example in building and closing a strong pipeline of opportunities across all Finalis customer cohorts.

• Coaching, mentoring, and managing the performance of a team of up to 5 AEs, ensuring they hit their KPIs and develop professionally.

• Setting team-wide sales cadence and process excellence standards — including pipeline reviews, deal strategy, and forecasting.

• Collaborating closely with the Director of Growth, RevOps, BDRs and other key stakeholders to align sales tactics with broader company goals.

• Iterating on sales strategies, pricing models, and market approaches using team input and CRM data.

• Driving a data-led sales culture with transparency and accountability at its core.

• Supporting new business line launches and helping shape go-to-market strategies in expansion markets.

• Facilitate regular AE team meetings, 1:1s, and strategy sessions.

• Work closely with the Director of Growth to optimize CRM processes, outreach campaigns, and sales dashboards.

• Provide strategic insights to the Director of Growth based on client feedback and market trends.

• Actively participate in hiring and onboarding of future sales team members. exciting

• 3–6 years of experience in B2B sales with 1–2 years in a sales leadership or team lead role

• Proven track record of exceeding targets as both an IC and team leader

• Strong grasp of sales metrics, forecasting, and CRM hygiene (Salesforce experience preferred)

• Passion for coaching and building high-performing sales teams

• Knowledge of finance, investment banking, or private equity industries is a strong plus

• Excellent written and verbal communication skills

• Comfortable managing up, down, and across teams in a fast-paced environment

• Self-starter who thrives in ambiguity and brings structure to chaos

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary

• High-Speed Internet allowance

• Generous Paid time-off (Vacation Time!)

• 17 Flex Days (to use in national holidays or personal matters)

• Professional Growth Benefits in our E-Learning Platform (Coursera)

• People Team Partner (customized action plan for career pathing)

• Buddy Program

• Virtual After-Office Activities

• Diverse Culture & Inclusive Environment

At Finalis, we move fast, dream boldly, and work together to reshape the private markets. You’ll be part of a global, inclusive culture where learning, leadership, and impact go hand in hand. We don’t just sell a product, we’re building the infrastructure for how independent capital markets work.

Finalis’ values

• Deliver with Integrity

• Dream Boldly

• Empower through Leadership

• Value Learning

Finalis provides equal employment opportunities to all employees and applicants, fostering a workplace that celebrates diversity and inclusivity.