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Senior Business Development Executive

DiligenceVault

Role overview

Qualifications

  • 7+ years of experience in business development, partnerships, or enterprise sales
  • Strong background in B2B SaaS, with experience selling into financial services, institutional and wealth investing, or professional services
  • Proven track record of closing large, complex deals with long sales cycles
  • Deep comfort engaging with C-suite, partners, and investment professionals

Responsibilities

  • Own and scale business development and strategic partnerships across asset and wealth management ecosystem
  • Build and execute the enterprise and mid-market go-to-market strategy in collaboration with Sales, Product, and Marketing
  • Identify, structure, and help close high-value commercial partnerships (platform partnerships, data partnerships, channel relationships)
  • Lead complex, multi-stakeholder deal cycles - from first conversation to contract execution

Key facts

Hard skills

Strategic Partnership Enterprise Sales Business Development Sales Management Go-to-Market Strategy Deal Structuring Pricing Strategies Data Exchange Contract Management Employee Engagement Institutional Investing Product Knowledge Stakeholder Communications Business Partnering Business Development Business Development Channel Partnership Cross-Functional Collaboration Wealth Management Business Expansion Financial Sales Consumer Sales Investor Relations Asset Management Private Equity Finance Data Management Operational Due Diligence Business Process Automation Venture Capital Microsoft Networking

Other skills

  • Consulting
  • Team Leadership
  • Communication
  • Public Speaking
  • Teamwork
  • Strategic Thinking
  • Learning Agility
  • Mentorship

About the company

DiligenceVault logo

DiligenceVault

RegTech (Regulatory & Compliance Technology)

DiligenceVault is the first two-sided and global fund diligence ecosystem for the investment management industry which supports both institutional and wealth investors and their investments across ETFs, Mutual Funds, Hedge Funds, and Private Markets strategies. End investors and allocators leverage the platform to digitize and automate their diligence processes and significantly cutting their time to analyze data. RFP, investor relations and portfolio specialist teams at asset managers adopt the platform to digitize and centralize all of their investor content and Q&A, collaborate as teams, and leverage our intelligent algorithms to deliver a responsive and modern experience to their investor clients. As a team, we believe in and deliver a data driven diligence experience to the industry significantly cutting down cost for all involved, and getting our clients ready for the future of data.

Company details

IndustryRegTech (Regulatory & Compliance Technology)
Company size51 - 200

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Job description

Location: Based in New York City (Hybrid)

About US
DiligenceVault is an AI-powered due diligence and decision-intelligence software for investors, allocators, and asset managers. Our platform transforms how complex diligence is executed - using AI, automation, and workflow intelligence to dramatically reduce friction, time, and risk. We’re trusted by leading allocators, asset managers, consultants, and wealth investors, and have built the industry’s largest network of over 20,000 firms. 

The Role
We’re looking for a senior, hands-on business development leader to own and scale revenue growth through strategic partnerships, enterprise sales motion design, and market expansion. This is a high-impact role reporting directly to executive leadership, with clear influence over company strategy, positioning, and long-term growth.
This role is ideal for someone who has closed complex B2B deals, understands buy-side financial services or diligence-driven workflows, and thrives at the intersection of AI, SaaS, and enterprise value creation.

What You’ll Do
  • Own and scale business development and strategic partnerships across asset and wealth management ecosystem 
  • Build and execute the enterprise and mid-market go-to-market strategy in collaboration with Sales, Product, and Marketing
  • Identify, structure, and help close high-value commercial partnerships (platform partnerships, data partnerships, channel relationships)
  • Lead complex, multi-stakeholder deal cycles - from first conversation to contract execution
  • Develop repeatable BD playbooks, pricing frameworks, and partnership models
  • Represent the company at industry events, conferences, and executive forums
  • Mentor and help scale a high-performing BD / partnerships team over time

What We’re Looking For
  • 7+ years of experience in business development, partnerships, or enterprise sales
  • Strong background in B2B SaaS, with experience selling into financial services, institutional and wealth investing, or professional services
  • Proven track record of closing large, complex deals with long sales cycles
  • Deep comfort engaging with C-suite, partners, and investment professionals
  • Strong strategic thinking paired with hands-on execution and deep platform and solutions knowledge 
  • High curiosity and fluency around AI, automation, and modern data platforms
  • NYC-based (or willing to be), with comfort working in a continuously innovating and product focused environment
  • Open to travelling up to 20% time

Nice to Have
  • Experience in diligence, data platforms, workflow automation, or investment technology
  • Prior experience as an allocator or in investor relations role is a strong plus
  • Existing relationships across allocators, PE, VC, asset management, or consulting ecosystems
  • Prior experience helping scale a company from growth stage

Why Join Us
  • Work on a category-defining diligence platform solving real, high-stakes problems across Manager Research, ODD, ESG, Legal, Tax and Compliance Oversight as well as RFP/DDQ automation, distribution support and investor reporting
  • Direct influence on company strategy and long-term trajectory
  • Smart, low-ego team with deep domain expertise
  • Based in NYC, with flexibility and trust built into the culture
  • Salary Ranges : $135,000 to $200,000 
  • Performance based - incentives & ESOPs
  • Medical, Dental, and Vision coverage via JustWorks/One Medical
  • 401(k) plan
  • Generous PTO plus sick leave and paid holidays
  • Employee donation matching 
  • Rewards and recognition Program

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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