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Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. Reporting to Global Chief Revenue Officer, the Global Head of Cross‑Sell is responsible for building and leading a global client expansion program focused on increasing revenue from Waystone’s existing client base through systematically identifying and converting the highest‑value white space opportunities. Working closely with Business Development, Relationship Management, Product, Technology, and Operations, the role will develop a scalable, data‑led cross‑sell engine that enables regions and relationship teams to consistently expand revenue with existing clients.
Job Responsibility
Define and own the global white space mapping strategy across the client base, identifying the highest‑value and highest‑propensity cross‑sell opportunities
Develop and refine Ideal Customer Profiles (ICPs) for priority products and services, translating client data into actionable target account plans for regions and relationship managers
Design and implement a structured client lifecycle engagement framework, including annual account reviews, product roadmap discussions, and customer success‑style engagement cadences
Ensure all client interactions are insight‑led, commercially focused, and consistently applied across regions
Partner with Marketing to embed campaigns, messaging, and thought leadership into lifecycle touchpoints
Partner with Country, Product, and Business Development teams to define required client data standards and usage
Ensure a consistent global view of client attributes, including structure, distribution footprint, and regulatory exposure
Drive improved data to enable more effective targeting and prioritization of opportunities
Work with Technology, CRM, and Operations teams to define how client and opportunity data is captured, governed, and maintained
Establish clear processes for lead creation, qualification, ownership, and progression
Implement clear global rules of engagement between Inside Sales, Business Development, and Relationship / Key Account Managers
Partner closely with Country Heads, Product leaders, and Global BD leadership to align on priority products, target segments, and revenue objectives
Enable regional execution through clear frameworks, tools, reporting, and governance
Own global cross‑sell pipeline visibility and forecasting
Track and report on key performance metrics including white space coverage, engagement activity, conversion rates, and revenue outcomes
Ensure clear linkage between activity, pipeline development, and delivered revenue
Lead and guide Inside Sales resources focused on client engagement, opportunity activation, and relationship development
Ensure activity is aligned to the highest‑value opportunities identified through the cross‑sell program, rather than generic or undifferentiated outreach
Requirements
Proven experience in commercial strategy, customer success, or sales leadership roles with a strong track record of driving revenue growth from existing clients through cross‑sell and upsell initiatives
Demonstrated experience building and applying data‑driven targeting, segmentation, and prioritization models to support scalable commercial execution
Deep understanding of CRM systems, data capture disciplines, pipeline management, and sales governance, with the ability to design and embed scalable global processes
Ability to operate effectively across Sales, Product, Technology, Operations, and Country leadership, influencing senior stakeholders and aligning diverse teams behind shared objectives
Strong stakeholder management, communication, and presentation skills, with the ability to drive alignment and execution across geographies and functions
Experience designing and implementing scalable commercial operating models, lifecycle engagement frameworks, and governance structures to support long‑term growth
Extending and nurturing strong relationships with key stakeholders, including institutional investors, investment funds, and asset managers, is vital for establishing Waystone as a trusted partner in the industry
The asset management industry is constantly evolving, and you should be open to innovation, adaptable to change, and willing to explore innovative approaches to enhance the company's sales performance
Upholding high ethical standards in all interactions, reinforcing Waystone's reputation as a trustworthy partner in the industry
Bachelor's degree in Business Administration, Finance, or a related field (MBA preferred)