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Global Head of Cross-Sell

United States, New York · Job Posted May 29, 2026
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Job Description

Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion. 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. A central component of the role is embedding a structured client lifecycle engagement model ensuring the right data, processes, and governance are in place to support repeatable, insight‑led selling globally.

Job Responsibility

  • 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
  • Develop a scalable, data‑led cross‑sell engine that enables regions and relationship teams to consistently expand revenue with existing clients
  • Embedding a structured client lifecycle engagement model ensuring the right data, processes, and governance are in place to support repeatable, insight‑led selling globally

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
  • Bachelor's degree in Business Administration, Finance, or a related field (MBA preferred)
  • 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

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