Client Director, Business Development – Index Solutions

Client Director (Sales) – Index Practice, USReports To: Managing DirectorDepartment: Sales & Marketing (S&M)Location: United States (Remote)Travel: As needed for client and business requirements.As Client Director (Sales), you will lead US growth for Index Practice, winning new clients, building senior relationships, and expanding existing accounts. You will bring proven sales experience and commercial judgment, complemented by index knowledge that helps you uncover opportunities and shape compelling client conversations. Working with domain, technology, and delivery specialists, you will turn those opportunities into business and build lasting client partnerships.About Index PracticeIndex Practice is part of Evalueserve’s Investment Banking vertical and a key growth area within the Financial Services business unit. The Financial Services BU also includes Commercial Banking, Asset and Wealth Management, and Insurance. Our Index practice serves leading investment banks and index providers, combining deep domain expertise with technology-enabled delivery.. We help investment banks, asset managers, hedge funds, index providers, and quantitative investment strategies (QIS) teams develop, independently verify, and manage financial and custom indices across equities, derivatives, fixed income, and commodities. Our services span index research, design, back-testing, calculation, corporate actions, and rebalancing, alongside platform support, portfolio management, analytics, reporting, and governance. As Client Director, you will bring these capabilities to clients, build new relationships, and grow existing accounts across the index lifecycle. You will also identify opportunities to introduce relevant solutions from the wider Financial Services business.As a Client Director (Sales), you will:Own US sales growth: Execute the Index sales strategy, prioritize buyers, build a qualified pipeline, and meet agreed revenue goals across new and allocated accounts.Build trusted relationships: Engage senior and C-suite decision-makers, understand priorities and buying processes, and turn successful delivery into repeat business and long-term partnerships.Sell outcomes: Lead discovery and develop business cases with specialists, positioning services, platforms, Data, and AI against client needs with realistic benefits and clear controls.Close complex deals: Own qualification, proposal development, commercial discussions, and negotiations; align client and internal stakeholders and ensure a clear delivery handover. Expand accounts: Use insight into client programs and resource challenges to identify adjacent Financial Services opportunities, keeping US Index sales the primary focus.Maintain sales discipline: Manage opportunity plans, pipeline visibility, and forecasts; use client feedback and competitive intelligence to sharpen positioning and remove closing barriers.Mobilize teams: Lead cross-functional pursuits in a matrixed organization and coach colleagues, bringing in specialists rather than acting as the technical expert.Core Sales CapabilitiesConsultative selling: Translate client challenges into compelling business cases. Discuss Data & AI commercially, involving specialists to assess feasibility, governance, and delivery.Persuasive communication: Listen closely, write and present clearly, and adapt your approach to stakeholders.Commercial ownership: Apply discipline to prospecting, qualification, and negotiation, and demonstrate persistence and sound judgment while protecting delivery credibility and client trust.Required Sales Experience10+ years of experience selling services and solutions to Fortune 1000 companies, with a record of meeting or exceeding multimillion-dollar quotas with evidence of your contribution to new-client wins, complex deals, and account growth. Successful financial-services sales experience. Relevant buyers include heads of QIS, bank trading and structuring desks, index providers, and stock exchanges. Index-sector sales experience is preferred but not essential.C-suite selling experience and trusted, lasting relationships, with evidence of revenue growth and client value creation.What Success Looks LikeSuccess means building a qualified US sales pipeline, winning new business, meeting agreed revenue goals, and growing existing accounts while making promises our delivery teams can keep. Strong sales execution, supported by index knowledge, should help you build client trust, identify opportunities, and turn them into business.Evalueserve combines domain expertise, managed execution, automation, GenAI, and agentic AI to transform financial-services workflows, with accuracy, auditability, governance, and human oversight. With a 25-year track record, 4,500+ professionals, and operations across 45 countries, we serve more than 30% of Fortune 500 companies. Broader Financial Services solutions: Financial Services is one of Evalueserve’s strongest businesses, built on long-standing, trusted client relationships. It brings together four businesses: Investment Banking, covering investment banking solutions, Research, and Index; Commercial Banking, covering Lending and Risk; Asset Management, covering private equity, asset management, and wealth management solutions; and Insurance, covering Underwriting. For a Client Director, this combination of established relationships and broad capabilities creates a strong foundation for opening doors, deepening client partnerships, and expanding accounts while keeping US Index at the heart of the role.Life at Evalueserve: Our merit-based, innovation-driven culture offers learning, growth, international exposure, and flexibility; this US role is remote. We are recognized as a Great Place to Work® across four continents and rank among the top 5% of global companies for diversity.Recent Awards and RecognitionAIM Research 2025: Top 10 of the “20 Best Firms for Women in Tech”Forrester Wave 2024: Leader in Market & Competitive Intelligence PlatformsChartis Research 2024: Category Leader in Credit Portfolio ManagementCredit Strategy Lending Awards 2024: Winner, “Best Technology Partner”Banking Tech Awards 2024: Highly Commended, “Best LendTech”