Business and Engagement Development Specialist

Polygon

Regional Sales Leader  *Remote with frequent travel throughout the western region California, Washington, and Oregon*  Qualified candidate must be located within 1 hour of a major airport.  Role Summary: At the direction of the Head of National Sales and in close collaboration with the Business Unit Manager, the Regional Sales Leader (RSL) is responsible for leading the region’s sales team to achieve budgeted sales forecasts and revenue growth. This role includes direct sales engagement and day-to-day leadership of Business Development Specialists (BDS), while building their own regional C-level client relationships. The RSL is accountable for pipeline ownership, proposal delivery, sales planning, and ongoing team development. In addition to sales leadership, the RSL will champion customer success initiatives and drive client growth through increased share of wallet. The RSL plays a critical role in coaching and mentoring the sales team to operate with integrity, excellence, and empathy, and ensure alignment with operations to deliver optimal client solutions. Essential Job Functions: • Provide day-to-day sales leadership and engagement of BDS • Own and manage the regional sales pipeline, ensuring healthy pipeline coverage and accurate forecasting • Conduct twice-monthly sales forecasting and once monthly pipeline evaluation • Orchestrate annual sales plan and quarterly review process • Integral in the onboarding of new BDS • Build regional C-level relationships across key client organizations • Drive consistent sales accountability and ensure team meets or exceeds sales objectives • Owns monthly sales reporting and analytics for the region • Develop and coach a high-performing sales team, lead by example • Design and implement regional sales and marketing campaigns in line with national strategies • Drive a customer success culture with a focus on increasing share of wallet and expanding client relationships • Maintain a deep understanding of market conditions, trends, economic factors, and competition within the region, leveraging your awareness to guide sales strategy • Conduct quarterly regional reviews with a focus on performance analytics and strategic highlights • Advocate and coach the use of the Polygon Sales Model throughout the team Job Qualifications: • 10–15 years of progressive sales experience with a strong track record of exceeding sales goals • 5–10 years of successful experience leading and developing sales teams • Minimum 5 years experience in application engineering or technical sales • Proven expertise in developing and executing sales strategies focused on both growth and efficiency • Strong capability in building and managing a robust sales pipeline • Demonstrated success in engaging and managing C-level relationships Docusign Envelope ID: 3F9D7AEB-38E3-406F-903D-5BF5DCE3C0E1 • Skilled in proposal development and solution-based selling • Experienced in accurate sales forecasting and planning • Comfortable leading decentralized sales teams in dynamic environments • Excellent communication, coaching, and interpersonal skills • Willingness to travel extensively throughout the assigned region and to corporate meetings as needed • Strong references from former clients and employers Demonstration of the Polygon Values: • Integrity • Excellence • Empathy Compensation: $100-125K Base + commissions, OTE $200-$220K/year at plan.

Alpha FMC

About Alpha Group Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialist, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues—individuals who are collaborative, innovative, and ambitious. We hope you will join us and help shape the next chapter of our growth journey. Why join Alpha? * Established yet entrepreneurial – with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business. * Backed by Bridgepoint – as part of one of the world’s leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings – creating even more opportunity for our people. * Exposure to senior leadership – whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from the best of the best – high performers at the top of their game. * Learning and growth opportunities – we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year. Perhaps the best training though is the experience on the job – as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly. * Performance-driven culture with real impact – advancement at Alpha is based on impact and capability, not tenure or quotas. You’ll have autonomy and see the tangible difference your ideas and decisions make. About the Role At Alpha, you will be pivotal in leading engagements to identify and implement solutions for a range of issues facing asset and wealth managers. Over the course of each project, you will collect and analyze data, prepare and test hypotheses, and present recommendations to the client to solve their unique business & technology challenges.  As a Senior Manager, you will be responsible for:  * Managing project execution and a team of consultants ensuring the successful delivery of client engagements, including planning the day-to-day work of the team, facilitating client interviews and workshops, structuring client deliverables and ensuring Alpha’s standards for quality are met  * Creating a culture of continuous learning for the team and clients, and actively mentoring team members to develop their skillset as they progress in their careers    * Supporting Alpha FMC’s business development by driving the creation of client proposals, authoring thought leadership, and maintaining strong relationships with past and prospective clients   * Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas  * Maintaining a broad understanding of the challenges facing the Asset & Wealth Management Industry and acting as an expert in a least one area in demand by clients   Experience & Skills We want to hear from people with: * At least 7 years of proven Asset and/or Wealth Management consulting experience, either from a recognized consulting firm or through an in-house strategy, transformation, or program management role within an Asset or Wealth Management organization. * Deep understanding of the Asset and/or Wealth Management value chain, spanning multiple client segments, investment products, and operating models. * Demonstrated success leading complex programs across the full lifecycle from operating model design, business case development, and vendor evaluation/selection through to implementation and transformation delivery. Experience in specialized domains such as Trading, Risk, Research, Investment Operations, or Performance/Attribution is highly valued. * Outstanding presentation, facilitation, and storytelling skills, with the ability to engage, influence, and drive consensus among diverse stakeholders from senior executives and investment leaders to operations and technology teams. Must be comfortable leading executive-level workshops, steering committees, and program forums. * Proven track record in client relationship development and business growth, including leading or supporting business development efforts, contributing to proposals and thought leadership, and helping to expand the firm’s Investment Practice footprint across both existing and new clients. * Excellent consulting and analytical problem-solving skills, including familiarity with structured consulting frameworks, quantitative modeling, and hypothesis-driven methodologies. Ability to synthesize complex issues into clear, compelling narratives supported by high-quality deliverables. * Strong understanding of investment products and asset classes, including Equities, Fixed Income, Derivatives, and Alternatives, with the ability to translate investment and business needs into operating and technology design requirements. * Knowledge of leading industry platforms and data ecosystems, such as BlackRock Aladdin, SimCorp Dimension, Charles River/State Street Alpha Data Platform, Bloomberg AIM, FactSet, MSCI, and other specialized tools supporting the investment lifecycle. * Understanding of enterprise platform workflows and integration points across order management, risk, performance, reference data, client reporting, and data governance domains. * Proven delivery experience, ideally having served as a Program or Workstream Lead on complex, multi-phase change initiatives. Ability to operate fluidly between business and technology, distilling requirements and bridging communication across both sides. * Advanced proficiency in critical consulting tools, including Microsoft PowerPoint, Excel, Word, and other analytical and visualization tools used for business case modeling, data analysis, and executive-level reporting. * Intellectual curiosity and creativity, with the ability to think strategically about emerging trends, digital innovation, and evolving front-to-back operating models. * Proven ability to mentor, coach, and develop team members, fostering collaboration and collective success. * Flexibility to travel, depending on client and engagement needs. Compensation and Perks:  * Competitive salary with annual profit-sharing opportunity  * 401k/RRSP matching  * 25 days of annual paid time off   * Supplemented medical, dental and vision coverage  * Reimbursement for commuting, mobile phone, and home internet expenses  * North America team-wide training and retreats  * Sponsorship towards professional certifications / training supported with 5 days of paid training time.    Our Commitment to Inclusion At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

Tide

ABOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: * Tide is available for UK, Indian, German and French SMEs * Over 2 million members: 900,000 UK and 1,100,000 in India and growing rapidly * Over $300 million raised in funding * Over 2,800 Tideans globally * Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 * We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg ABOUT THE TEAM: Funding Options by Tide is a Commercial Credit Broker. We will help as many customers as possible get the right finance, through effective conversations - taking the time to understand about the businesses they engage with (how they work, growth plans, challenges, their experience of finance so far) and understanding customers’ finance needs and effectively matching them to the best product and lender that meets their need…. giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and mind-blowing standard of customer service. WHAT WE ARE LOOKING FOR:  We are looking for a Business Finance Specialist to join our Sales Team to support businesses and vendors in providing finance whether it’s hire purchase, leasing, unsecured loans or any other product from our 80+ lender panel.  As this is a position within our sales team, we are looking for somebody with a demonstrable track record of sales success who will be able to hit the ground running. If you have 2+ years experience in sales position, relationships with vendors and the willingness to success and develop within one of the fastest growing teams within Tide this would be a perfect fit.  Some of the things you’ll be doing: * Meeting (or ideally exceeding) sales targets * Ability to manage vendor relationships  * Contact, engage and manage our Small Business customers through their application process * Build and nurture working relationships with our commercial lending partners  * Become confident in articulating the Funding Options by Tide proposition and service * Building on your extensive knowledge of lenders, and gaining an in-depth understanding of the wide variety of lenders and products in the market * Confidently articulating the different finance options available to customers across multiple business finance product classes * Maintaining accurate, up-to-date information on any prospects that you speak with (in Salesforce) * Monitoring and identify trends whilst adding new or enhanced customer profile information into Salesforce * Keeping up to date on industry trends, market & competition. * Actively share stories and successes to the wider organisation through relevant comms channels. WHAT MAKES YOU A GREAT FIT:  * Ideally you will already be working in Fintech space either at a brokerage or lender * You will be able to demonstrate a track record of successfully meeting and exceeding revenue based targets * You’ll have excellent communication and interpersonal skills * You will be able to demonstrate a results-oriented work ethic with impeccable attention to detail, determination and drive * You’ll be obsessive about delivering the highest level of customer service * You will be extremely well organised and analytical and work well under pressure * You can troubleshoot issues quickly and effectively * You will be able to engage and quickly establish strong working relationships * You’re a self-starter who doesn’t wait for instruction, and who works backwards from targets to ensure effective execution. WHAT YOU’LL GET IN RETURN: Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get: * Flexible working options * Group Life Insurance  * 27 days holiday * 3 days for L&D or volunteering time off per year * We invest in your development with a professional L&D budget per year * Snacks, light food, drinks in the office * Enhanced family-friendly leave * Sabbatical leave TIDEAN WAYS OF WORKING At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams.  While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community. TIDE IS A PLACE FOR EVERYONE At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives.  We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.   At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.   Disclaimer   It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that: * Tide does not charge any fees at any stage of the recruitment process. * All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel. * Communication from Tide will only come from an official @tide.co email address. * Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf. If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process.   Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy. Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.