CrawlJobs Logo
Waystone Governance Ltd. Logo Waystone Governance Ltd. · Sales

Inside Sales – Client Engagement & Expansion

United States, Fair Lawn · Job Posted May 15, 2026
Apply Position
Job Link Share

Job Description

The Inside Sales – Client Engagement & Expansion role supports Waystone’s global cross‑sell program by engaging existing clients with targeted expansion opportunities identified through structured white space and client intelligence models. Working closely with Relationship Managers, Business Development, and Product teams, the role focuses on activating opportunities through client conversations, account reviews, product roadmap discussions, and structured outreach with a focus on under‑managed or lightly covered accounts. The role plays a critical part in building pipeline, improving client engagement, and supporting revenue growth from existing clients.

Job Responsibility

  • Execute against white space and Ideal Customer Profile (ICP) outputs provided through the global cross‑sell program
  • Engage existing clients via structured account reviews, product roadmap discussions, and targeted outreach focused on priority services and solutions
  • Work closely with Relationship Managers to secure meetings and deliver commercially focused client conversations
  • Identify and engage undermanaged or lightly covered accounts with strong expansion potential
  • Conduct outreach to introduce additional Waystone services, build relationships within client organizations, and identify new stakeholders
  • Develop opportunities for deeper engagement and handover to Relationship Management or Business Development where appropriate
  • Support the preparation and delivery of annual account reviews and strategic client check‑ins
  • Provide insights into existing service usage and identify opportunities for additional services aligned with client needs and priorities
  • Create, qualify, and manage opportunities within the CRM in line with Waystone process and governance standards
  • Progress opportunities through qualification and engagement stages, coordinating closely with Business Development and Relationship Managers
  • Deliver against agreed activity and performance targets, including client outreach, meetings booked, reviews delivered, and opportunities created
  • Maintain strong pipeline discipline, accurate CRM records, and timely reporting
  • Work collaboratively with Relationship Management, Business Development, Product, and Marketing teams to ensure consistent messaging, coordinated client engagement, and effective follow‑up actions
  • Operate within defined global rules of engagement and escalation processes

Requirements

  • Proven experience in inside sales, client engagement, customer success, or commercial support roles within financial services or a related professional services environment
  • Demonstrated ability to engage existing clients in structured, commercially focused conversations and support revenue growth through cross‑sell and upsell activity
  • Strong client‑centric mindset, with experience building and developing relationships across existing accounts
  • Ability to understand client needs, objectives, and challenges, and position relevant services in a clear and compelling manner aligned to identified opportunities
  • Experience identifying, qualifying, and progressing opportunities within existing client portfolios
  • Comfortable operating within defined sales stages, supporting opportunity development through discovery, engagement, and execution
  • Strong working knowledge of CRM systems and sales process governance
  • Proven ability to maintain accurate client, activity, and opportunity data, demonstrating high standards of pipeline hygiene, reporting, and forecasting support
  • Ability to prepare for and conduct structured client engagements, including account reviews, product discussions, and targeted outreach
  • Confident engaging clients by phone, video, and in meetings, supported by clear messaging and documented follow‑ups
  • Proven ability to work closely multiple functions within and organization including Relationship Management, Business Development product and Marketing
  • Able to operate effectively within defined rules of engagement, ensuring coordinated client activity and clear ownership of opportunities
  • Demonstrated focus on delivering measurable outcomes, including client engagement activity, meetings scheduled, opportunities created, and pipeline contribution
  • Comfortable operating in an activity‑led environment with clear performance expectations
  • 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
  • High standards of professionalism and ethical conduct in all client and internal interactions, reinforcing Waystone's reputation as a trusted partner to financial institutions
Waystone Governance Ltd. - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Inside Sales – Client Engagement & Expansion

8 matching positions

Skilled Inside Sales Client Manager

Make an impact with NTT DATA. Join a company that is pushing the boundaries of w...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Sales business acumen
  • Sales client engagement and management
  • Sales solution skills
  • Sales pursuit
  • Relevant High School Diploma or Certification
  • 2-3 years' experience in a similar role in a similar environment
  • Solid sales and client engagement experience
  • Solid experience negotiating with clients and vendor
  • Solid experience analyzing commercial information
Job Responsibility
Job Responsibility
  • Manages and grows relationships and drives expansion and renewals across all solutions (foundational solutions primary) within assigned accounts
  • Minimizes churn and maximizes retention in assigned accounts
  • Drives client satisfaction throughout the entire lifecycle of the clients' buying process
  • Generates demand by assisting clients to identify current needs, and then effectively articulate how the company can add value through our services and solutions
  • Uses company sales tools and methodology to effectively manage accounts, opportunities, pipelines, and forecasts
  • Presents new and additional offerings to clients
  • Communicates quotes, provides supportive sales documentation and obtains a sales order where there is an opportunity to close a sale
  • Builds relationships with clients and displays an interest in and knowledge of the client environment
  • Identifies opportunities for up-selling of solutions and services and displays superior telephone etiquette
  • Identifies sales opportunities by managing and growing revenue and expansion across solutions areas in the assigned accounts in segment 4
  • Fulltime
Read More
Arrow Right

Lead Inside Sales Client Manager

The Lead Inside Sales Client Manager at NTT DATA is a pivotal role focused on ma...
Location
Location
United States of America , New York
Salary
Salary:
76800.00 - 115200.00 USD / Year
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Significant demonstrated experience in a similar role in a similar environment
  • Significant sales and client engagement experience
  • Significant demonstrated experience negotiating with clients and vendor
  • Significant demonstrated experience analyzing commercial information
  • Basic understanding of IT infrastructure (e.g., data centers, networks)
  • Native-level proficiency in Japanese
  • Effective communication skills in English for internal and external coordination
  • Proficiency in Microsoft Office tools (Excel, PowerPoint, Word)
  • Willingness to learn and use sales tools such as Salesforce (prior experience not required)
  • Must be bilingual in Japanese and English
Job Responsibility
Job Responsibility
  • Manages and grows relationships and drives expansion and renewals across all solutions (foundational solutions primary) within assigned accounts
  • Minimizes churn and maximizes retention in assigned accounts
  • Drives client satisfaction throughout the entire lifecycle of the clients' buying process
  • Generates demand by assisting clients to identify current needs, and then effectively articulate how the company can add value through our services and solutions
  • Uses the company's sales tools and methodology to effectively manage accounts, opportunities, pipelines, and forecasts
  • Presents new and additional offerings to clients
  • Communicates quotes, provides supportive sales documentation and obtains a sales order where there is an opportunity to close a sale
  • Builds relationships with clients and displays an interest in and knowledge of the client environment
  • Identifies opportunities for up-selling of solutions
  • Identify sales opportunities by managing and growing revenue and expansion across solutions areas in the assigned accounts
What we offer
What we offer
  • Medical
  • Dental
  • Vision
  • Life insurance
  • Supplemental life insurance
  • Spouse and child life insurance
  • STD
  • LTD
  • Flex Spending Accounts
  • Company's 401(k) retirement plan
  • Fulltime
Read More
Arrow Right

Lead Inside Sales Client Manager

The Lead Inside Sales Client Manager at NTT DATA is a pivotal role focused on ma...
Location
Location
South Africa , Johannesburg
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant High School Diploma or Certification
  • Significant demonstrated experience in a similar role in a similar environment
  • Significant sales and client engagement experience
  • Significant demonstrated experience negotiating with clients and vendor
  • Significant demonstrated experience analyzing commercial information
  • Sales business acumen
  • Sales client engagement and management skills
  • Sales solution skills
  • Sales pursuit skills
Job Responsibility
Job Responsibility
  • Manages and grows relationships and drives expansion and renewals across all solutions (foundational solutions primary) within assigned accounts
  • Minimizes churn and maximizes retention in assigned accounts
  • Drives client satisfaction throughout the entire lifecycle of the clients’ buying process
  • Generates demand by assisting clients to identify current needs, and then effectively articulate how the company can add value through our services and solutions
  • Uses the company’s sales tools and methodology to effectively manage accounts, opportunities, pipelines, and forecasts
  • Presents new and additional offerings to clients
  • Communicates quotes, provides supportive sales documentation and obtains a sales order where there is an opportunity to close a sale
  • Builds relationships with clients and displays an interest in and knowledge of the client environment
  • Identifies opportunities for up-selling of solutions and services and display superior telephone etiquette
  • Identify sales opportunities by managing and growing revenue and expansion across solutions areas in the assigned accounts in segment 4
  • Fulltime
Read More
Arrow Right

Skilled Inside Sales Client Manager

The Skilled Inside Sales Client Manager has solid inside sales experience. This ...
Location
Location
Thailand , Bangkok
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant High School Diploma or Certification
  • Solid experience in a similar role in a similar environment
  • Solid sales and client engagement experience
  • Solid experience negotiating with clients and vendor
  • Solid experience analyzing commercial information
  • Sales business acumen
  • Sales client engagement and management
  • Sales solution skills
  • Sales pursuit
Job Responsibility
Job Responsibility
  • Manages and grows relationships and drives expansion and renewals across all solutions (foundational solutions primary) within assigned accounts
  • Minimizes churn and maximizes retention in assigned accounts
  • Drives client satisfaction throughout the entire lifecycle of the clients’ buying process
  • Generates demand by assisting clients to identify current needs, and then effectively articulate how the company can add value through our services and solutions
  • Uses company sales tools and methodology to effectively manage accounts, opportunities, pipelines, and forecasts
  • Presents new and additional offerings to clients
  • Communicates quotes, provides supportive sales documentation and obtains a sales order where there is an opportunity to close a sale
  • Builds relationships with clients and displays an interest in and knowledge of the client environment
  • Identifies opportunities for up-selling of solutions and services and displays superior telephone etiquette
  • Identifies sales opportunities by managing and growing revenue and expansion across solutions areas in the assigned accounts in segment 4
  • Fulltime
Read More
Arrow Right

Skilled Inside Sales Client Manager

The Skilled Inside Sales Client Manager has solid inside sales experience. This ...
Location
Location
Korea, Republic of , Seoul
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Solid experience in a similar role in a similar environment
  • Solid sales and client engagement experience
  • Solid experience negotiating with clients and vendor
  • Solid experience analyzing commercial information
  • Relevant High School Diploma or Certification
  • Sales business acumen
  • Sales client engagement and management skills
  • Sales solution skills
  • Sales pursuit skills
Job Responsibility
Job Responsibility
  • Manages and grows relationships and drives expansion and renewals across all solutions (foundational solutions primary) within assigned accounts
  • Minimizes churn and maximizes retention in assigned accounts
  • Drives client satisfaction throughout the entire lifecycle of the clients’ buying process
  • Generates demand by assisting clients to identify current needs, and then effectively articulate how the company can add value through our services and solutions
  • Uses company sales tools and methodology to effectively manage accounts, opportunities, pipelines, and forecasts
  • Presents new and additional offerings to clients
  • Communicates quotes, provides supportive sales documentation and obtains a sales order where there is an opportunity to close a sale
  • Builds relationships with clients and displays an interest in and knowledge of the client environment
  • Identifies opportunities for up-selling of solutions and services and displays superior telephone etiquette
  • Identifies sales opportunities by managing and growing revenue and expansion across solutions areas in the assigned accounts in segment 4
  • Fulltime
Read More
Arrow Right

Inside Sales Representative

Location
Location
Greece , Athens
Salary
Salary:
Not provided
jujur.eu Logo
JUJUR
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Native or near-native level in Italian, with fluency in English (minimum B2 level)
  • Proven experience achieving individual or team sales targets
  • Strong communication skills in fast-paced, customer-focused environments
  • Ability to quickly learn and leverage new tools, technology, and data
  • Strong problem-solving and negotiation skills
  • High proficiency in Microsoft Office tools
  • Confidence in cold calling and engaging new customers.
Job Responsibility
Job Responsibility
  • Achieve individual revenue targets by selling renewals, products, and services while identifying upsell opportunities
  • Manage and grow a dedicated portfolio of existing clients within an assigned territory
  • Provide accurate weekly, monthly, and quarterly sales forecasts
  • Develop strong product and technical knowledge to assess customer needs and deliver tailored solutions
  • Proactively promote products and services to drive customer retention and expansion
  • Guide customers through onboarding and encourage long-term product adoption
  • Use data insights to identify at-risk accounts and growth opportunities
  • Address customer concerns and remove obstacles impacting satisfaction and usage
  • Handle objections effectively to retain customers and secure new business
  • Manage a high volume of phone and email interactions daily
What we offer
What we offer
  • Private health and life insurance including dental and eye care
  • Access to corporate gym facilities
  • Daily performance allowances based on office or hybrid presence
  • Performance-based bonuses and additional incentive programs
  • Structured onboarding and training support
  • Relocation support
  • And many others!!!
  • Fulltime
Read More
Arrow Right

Inside Sales Representative

Location
Location
Greece , Athens
Salary
Salary:
Not provided
jujur.eu Logo
JUJUR
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Native or near-native level in Portuguese, with fluency in English (minimum B2 level)
  • Proven experience achieving individual or team sales targets
  • Strong communication skills in fast-paced, customer-focused environments
  • Ability to quickly learn and leverage new tools, technology, and data
  • Strong problem-solving and negotiation skills
  • High proficiency in Microsoft Office tools
  • Confidence in cold calling and engaging new customers.
Job Responsibility
Job Responsibility
  • Achieve individual revenue targets by selling renewals, products, and services while identifying upsell opportunities
  • Manage and grow a dedicated portfolio of existing clients within an assigned territory
  • Provide accurate weekly, monthly, and quarterly sales forecasts
  • Develop strong product and technical knowledge to assess customer needs and deliver tailored solutions
  • Proactively promote products and services to drive customer retention and expansion
  • Guide customers through onboarding and encourage long-term product adoption
  • Use data insights to identify at-risk accounts and growth opportunities
  • Address customer concerns and remove obstacles impacting satisfaction and usage
  • Handle objections effectively to retain customers and secure new business
  • Manage a high volume of phone and email interactions daily
What we offer
What we offer
  • Private health and life insurance including dental and eye care
  • Access to corporate gym facilities
  • Daily performance allowances based on office or hybrid presence
  • Performance-based bonuses and additional incentive programs
  • Structured onboarding and training support
  • Relocation support
  • And many others!!!
  • Fulltime
Read More
Arrow Right

Director of Inside Sales

As a Director of Inside Sales, you're focused on growing revenue within Tambouri...
Location
Location
United States , Ft. Lauderdale
Salary
Salary:
Not provided
tambourine.com Logo
Tambourine
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5–7+ years of sales experience, preferably in inside sales, account expansion, upselling, cross-selling, or client-facing revenue roles
  • Bilingual fluency in English and Spanish strongly preferred to support client communication and account expansion opportunities
  • Proven ability to meet or exceed revenue targets by identifying, managing, and closing expansion opportunities within an existing client base
  • Strong consultative selling skills, including discovery, proposal development, negotiation, and positioning relevant products or services based on client needs
  • Experience managing a sales pipeline and using CRM platforms such as Salesforce for activity tracking, forecasting, and reporting
  • Excellent client communication and presentation skills, with comfort engaging senior-level stakeholders and collaborating cross-functionally with internal teams
  • Strong analytical and organizational skills, with the ability to evaluate client performance, identify revenue opportunities, and manage multiple priorities independently
  • Leadership mindset with strong ownership, accountability, and a results-driven approach
  • experience in hospitality, digital marketing, SaaS, agency, or technology-enabled services preferred
Job Responsibility
Job Responsibility
  • Own and drive inside sales efforts focused on upselling and cross-selling Tambourine products and services to existing clients
  • Achieve and exceed revenue targets through account expansion and increased product adoption
  • Identify opportunities within the existing client base by analyzing client needs, usage, performance, and growth potential
  • Develop and execute strategic outreach plans to engage clients with relevant product and service opportunities
  • Partner closely with Account Management team to align sales efforts with client goals and relationship history
  • Qualify expansion opportunities and manage them through the full sales cycle, from discovery to proposal, negotiation, and close
  • Maintain strong visibility into pipeline performance, forecasting, and account expansion activity
  • Collaborate with Marketing to support campaigns, promotions, and client-facing materials that drive upsell opportunities
  • Work with Product and Revenue leadership to provide feedback on client needs, product positioning, and market demand
  • Build and maintain trusted relationships with key client stakeholders to support long-term growth and retention
What we offer
What we offer
  • Medical insurance (base option 100% paid by Tambourine)
  • Dental & vision insurance
  • 401K
  • Life & long-term disability insurance (100% paid by Tambourine)
  • Additional life & short-term disability insurance
  • Pet insurance
  • Generous paid time off
  • Twelve paid holidays
  • Six work-from-home days per month
  • Additional PTO for recreational stays at client properties
  • Fulltime
Read More
Arrow Right