Sales Development Advisor for Finance, Banking and Asset Management - Generative AI - Business Development
Scalata.aiFull Description
Company Description
Scalata AI is a specialized, agentic AI platform built for credit and financial markets that automates the end‑to‑end financial and research lifecycle for lenders, investors, and professionals.
What Scalata AI Does
* It ingests large volumes of structured and unstructured financial data (loan tapes, 300‑page credit agreements, servicer reports, filings, news, etc.) and normalizes them into clean, analyzable datasets in seconds.
* It uses AI agents and workflow automation to handle the full credit lifecycle: data collection, cleansing, extraction, modeling, analysis, reporting, and monitoring.
* It focuses on credit decisioning and structured finance use cases, helping teams close complex deals faster and improve credit risk analysis, portfolio monitoring, and origination workflows.
Core Product Capabilities
* Computing AI Agents & Workflow Automation: Computing Dashboard and Agentic workflows orchestrate tasks like document parsing, covenant extraction, waterfall calculations, and portfolio analytics, with role‑based controls and governed data environments.
* Deep Research: An in‑depth research mode that turns complex credit and market analysis from weeks to minutes, producing structured reports, forecasts, and step‑by‑step analysis directly in a chatbot experience.
* Conversational analytics: Users can ask questions, specify assumptions, or run complex calculations through a chat interface and get updated models, scenarios, and outputs in real time.
* Reporting & visualization: The platform generates reports, dashboards, and widgets tailored to credit and structured finance workflows, making outputs easy to share across teams and stakeholders.
Role Description
Full time Sales Manager role for a Banks and Institutional investors Sales - Generative AI - Business Development at Scalata located in the New York City Metropolitan Area. The role involves collaborating with banks and institutional investors to promote Scalata's AI-driven finance automation platform, focusing on generative AI capabilities.
Qualifications
* Finance, Credit, and Insurance skills
* Strong communication and customer service skills
* Experience in financial services industry
* Knowledge of investment data and generative AI is a plus
* Bachelor's degree in Finance, Economics, Business, or related field