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7 Senior Sales Manager - Digital Fund Services CV Templates with Example

By Ria · Last Updated On 15 October 2026
CV example — page 1

This guide shows you how to create a Senior Sales Manager - Digital Fund Services CV that presents your commercial value clearly. You will learn how to organise relevant evidence and choose a format that makes your experience easy to review.

A focused CV for this role should connect institutional sales work with knowledge of transfer agency, fund administration and digital fund services. Clear experience bullets can show how you manage complex opportunities, negotiate commercial terms and work with product and operational teams.

Compare the example in 7 layouts through their PNG image previews, then open an option in the editor to customise it. The guide also covers ATS readability, useful CV sections and role-relevant terms such as enterprise SaaS sales, pipeline forecasting, DLT and tokenisation.

What Makes a Great Senior Sales Manager - Digital Fund Services CV in 2026

A strong CV makes institutional sales results, fund services knowledge and commercial judgement easy to scan. Use concise bullets to show how you move complex opportunities from discovery through negotiation and close.

Include relevant terms such as transfer agency, fund administration, asset servicing, pipeline management, forecasting and commercial negotiation. Add figures only when you can support them with clear evidence.

Note: CV examples are for educational purposes only. Use only information that accurately reflects your experience and qualifications. References to real organisations do not imply affiliation or endorsement.

#1 Plain Two Column Format CV Example

Plain Two Column Format uses two text columns without a photo, offering a direct way to organise career details and supporting sections.

 
CV example — page 1   CV example — page 2

CV Snapshot

  • 10 years in B2B enterprise sales
  • Fund services and transfer agency experience
  • BSc Finance, University of Exeter
  • CISI Investment Operations Certificate, 2018

Why This Format Works

  • Distinct columns can keep career history separate from skills and education.
  • Reviewers can scan selected CV sections without reading every entry in sequence.
  • Education and professional credentials have clear places within the overall CV.

Best For

  • CVs with several supporting sections
  • Side-by-side section review
  • Career history with varied roles
  • Skills and qualifications in one document
  • Photo-free CV presentation

CV Keywords

  • Transfer agency
  • Fund administration
  • Fund distribution
  • asset servicing workflows
  • B2B
  • Closed high-value institutional opportunities by coordinating procurement responses and commercial proposals across client, legal and operations stakeholders.
  • Won institutional business for fund administration and post-trade services by mapping client operating models and developing proposals around servicing needs and transition considerations.
  • long sales cycles
  • fund services value chain
  • sales strategy
  • prospecting
  • opportunity qualification
  • solution design
  • Cross-functional collaboration
  • commercial proposals
See all keywords
 

#2 Simple One Column Format CV Example

Simple One Column Format presents the CV in one continuous column, giving reviewers a single reading path through the information.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • One reading path makes career progression straightforward to follow from role to role.
  • A single column avoids competing directions when reviewers scan achievements.
  • Skills and qualifications can follow experience in a familiar section sequence.

Best For

  • Single-column reading preference
  • Chronological career histories
  • CVs with clear section order
  • Straightforward skills and education sections
  • Photo-free document presentation
 

#3 Clean Two Column Sidebar Format CV Example

Clean Two Column Sidebar Format uses two columns without a photo, helping keep the CV's main sections and supporting details easy to navigate.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • Two columns give reviewers more than one clear route through the CV sections.
  • The divided layout helps distinguish career history from supporting qualifications.
  • Skills and education can be located without tracing every experience entry.

Best For

  • Two-column section organisation
  • CVs with varied content areas
  • Quick access to supporting details
  • Career history paired with qualifications
  • Photo-free CV presentation
 

#4 Two Column Format CV Example

Two Column Format separates information across two body columns, giving reviewers a practical way to scan experience and other CV sections.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • Separate columns help reviewers locate experience and skills as distinct CV sections.
  • The layout supports a direct review of education and professional qualifications.
  • A two-column reading order offers an alternative to a single long text sequence.

Best For

  • Two-column reading preference
  • CVs with several content sections
  • Experience alongside supporting information
  • Separate skills and education sections
  • Photo-free CV presentation
 
 

#5 Photo Header Two Column Format CV Example

Photo Header Two Column Format combines a photo header with two body columns, giving the CV a clear identity area and divided content.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • Two body columns give experience and supporting sections distinct reading areas.
  • Reviewers can move between skills and career history without following one long sequence.
  • The header photo provides a visual identifier, separate from the CV's written evidence.

Best For

  • Photo-led header preference
  • Two-column CV organisation
  • CVs with several supporting sections
  • Career history with varied roles
  • Skills and qualifications in one document
 

#6 Coloured Two Column Format CV Example

Coloured Two Column Format organises the CV across two columns without a photo, giving reviewers a clear way to move between its sections.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • The two-column structure makes experience and qualifications available through separate reading areas.
  • Reviewers can check skills without losing sight of the broader career history.
  • Section organisation helps education and credentials remain easy to locate.

Best For

  • Two-column information layout
  • CVs with distinct content sections
  • Quick review of supporting qualifications
  • Career histories with multiple roles
  • Photo-free CV presentation
 

#7 Stylish Two Column Designer Format CV Example

Stylish Two Column Designer Format uses two columns without a photo, offering a structured alternative to a single-column CV.

 
CV example — page 1   CV example — page 2

Why This Format Works

  • Two columns allow reviewers to move between career history and other CV sections.
  • Skills and qualifications can be reviewed apart from the sequence of roles.
  • A divided reading layout supports quick access to different parts of the CV.

Best For

  • Two-column layout preference
  • CVs with experience and supporting sections
  • Separate review of skills and roles
  • Career histories with varied detail
  • Photo-free CV presentation
 
 

Why Build Your Senior Sales Manager - Digital Fund Services CV with ResumeInMinutes

ResumeInMinutes helps you arrange your fund services sales experience, skills and education in a clear CV. Compare PNG image previews, then open an example in the editor to customise its content and layout.

  • Different CV layouts
  • Clear, readable section structure
  • Space for role-specific keywords
  • Organised skills and experience
  • PNG image previews
  • CV customisation in the editor

Choose the format that makes your sales evidence easiest to follow. Keep the focus on institutional relationships, complex deal work, fund services knowledge and practical digital propositions.

 

See Also

 

Frequently Asked Questions

Are these Senior Sales Manager - Digital Fund Services CV templates ATS-friendly?

The examples use clear headings and sections to support scanning. Include relevant terms naturally, such as transfer agency, fund administration, enterprise SaaS sales, financial procurement and pipeline forecasting.

Are these separate CV examples or different layouts of one example?

This page shows one role-focused CV example in different layouts. Compare the PNG image previews, then open an example in the editor to customise it.

What should a Senior Sales Manager - Digital Fund Services CV include?

Include a focused summary, relevant experience, education, certifications and skills. Show evidence of institutional sales, opportunity management, pricing, negotiation, fund services knowledge and work with internal teams.

Which CV layout works well for this role?

Choose a layout with clear headings and an easy-to-follow order for experience, skills and education. A simple structure helps recruiters and applicant tracking systems find key details.

How can I show digital fund services sales achievements on my CV?

Use concise bullet points that explain the opportunity, your contribution and the result. Include supported details about deal value, pipeline, pricing or sales progress where available.

Should I include a photo on my CV?

For UK applications, a photo is usually not needed. Use the space for relevant experience, skills and measurable results instead.

ATS Score 91%

How we calculate this score

  • Keywords: 60% of the total. AI extracts keywords from your job description. If you do not provide one, a standard job description for the title matching your CV is used. This is not a match to a specific vacancy.
  • Text-based CV: 20%. The text CV assessed here receives 100 for this part.
  • CV quality: 20%. We start at 100 and subtract points for issues found by our CV checks, down to a minimum of zero.
  • Keyword coverage = 100 × (confirmed matches + 0.8 × possible matches) ÷ total keywords, rounded and capped at 100. Possible matches still need checking. Saved generation audits use their saved keyword percentage.
  • Final score = 60% of keyword coverage + 20% of the text score + 20% of the quality score, rounded to a whole number. Without keywords, no overall ATS score is available.

What this score means

Our scores are estimates, not employer ratings. They may contain errors and do not guarantee accurate parsing, a ranking, an interview, or a job. Check your document against the employer’s requirements. You are responsible for relying on this score.

Terms and Conditions

Score weights: Keywords 60% · Text based CV 20% · CV quality 20%

Keywords: 31 matched + 4 possible of 39 (88%) · CV quality: 90%

CV quality 90% · Weight 20% · Issues (1)

Details
  • ✓Name present: Max Murray
  • ✓Email format: max.murray@example.com
  • ✗Phone format: 07700 90XXXX
  • ✓Experience 1: Job title: Senior Institutional Sales Manager
  • ✓Experience 1: Company name: Vantage Fund Technology
  • ✓Experience 1: Work location: London, UK
  • ✓Experience 1: Employment dates: Jan 2024 - Present
  • ✓Experience 1: Description or achievements: Present
  • ✓Experience 2: Job title: Enterprise Sales Manager
  • ✓Experience 2: Company name: Crownwell Asset Services
  • ✓Experience 2: Work location: Edinburgh, UK
  • ✓Experience 2: Employment dates: Jul 2021 - Dec 2023
  • ✓Experience 2: Description or achievements: Present
  • ✓Experience 3: Job title: Business Development Manager
  • ✓Experience 3: Company name: Alderwick Fund Technologies
  • ✓Experience 3: Work location: Leeds, UK
  • ✓Experience 3: Employment dates: Jul 2018 - Jun 2021
  • ✓Experience 3: Description or achievements: Present
  • ✓Experience 4: Job title: Sales Executive
  • ✓Experience 4: Company name: Merefield Securities
  • ✓Experience 4: Work location: Bristol, UK
  • ✓Experience 4: Employment dates: Jul 2016 - Jun 2018
  • ✓Experience 4: Description or achievements: Present
  • ✓No placeholder fields
  • ✓No repeated achievement bullets
  • ✓No empty bullets

Header: Check the phone number: “07700 90XXXX”. Use 7–15 digits, with an optional country code.

Expand details to review the checks.

Text Based CV 100% · Weight 20%

Parsed text
Max Murray
Senior Institutional Sales Manager
07700 90XXXX
maxmurray
max.murray@example.com
Bath, BA1 2XX
STRENGTHS
Institutional relationship building
Mapped client operating models and brought stakeholders into focused discussions, helping prospects see how fund services could fit their needs.
Commercial judgement
Balanced client requirements, delivery scope and sustainable terms during negotiations, keeping proposals grounded in what teams could deliver.
Cross-functional collaboration
Brought product, technology and operations colleagues into proposal shaping, clarifying DLT use cases and practical implementation boundaries.
Pipeline discipline
Introduced structured reviews of decision-makers, procurement stages and risks, giving leadership a clearer view of opportunities across countries.
Client insight
Turned market and prospect feedback into account plans and product priorities, making sales conversations more relevant to servicing needs.
SUMMARY
Senior B2B sales leader with 10 years of experience winning enterprise business in transfer agency, fund administration and post-trade services. Build institutional relationships across the fund services value chain, connecting client needs with cloud-native SaaS platforms and practical digital transfer agency propositions. Guide complex opportunities from prospecting and discovery through solution design, procurement, pricing and close, working with product, technology, legal and operations colleagues. Bring fund distribution and asset servicing knowledge to discussions of distributed ledger technology, tokenisation, transparency and automation, while using client and market feedback to inform product priorities. Hold a BSc in Finance and the CISI Investment Operations Certificate, with professional spoken French and experience supporting clients across the UK and Europe.
EXPERIENCE
Senior Institutional Sales Manager
Vantage Fund Technology
Jan 2024 - Present
London, UK
Leads enterprise sales for cloud-native transfer agency and fund servicing products, guiding institutional prospects from needs analysis and solution design to commercial agreement.
Shaped a digital transfer agency proposal for an asset manager exploring tokenised fund distribution, coordinating product, technology and operational input to set credible DLT use cases and implementation boundaries.
Negotiated subscription pricing and service terms with fund groups and administrators, balancing client requirements, delivery scope and sustainable commercial outcomes.
Introduced a structured opportunity review covering decision-makers, procurement stages, risks and next actions, giving leadership a clearer view of a multi-country pipeline.
Consolidates client and market feedback for product planning, helping prioritise improvements to onboarding, distribution workflows and servicing capabilities.
Set a sales strategy for a multi-country digital transfer agency opportunity, qualifying stakeholders and procurement milestones to focus solution design on viable institutional prospects.
Built a forecast review using stage evidence and next actions, helping leaders assess long sales cycles, deal structure and pipeline risks before commercial decisions.
Enterprise Sales Manager
Crownwell Asset Services
Jul 2021 - Dec 2023
Edinburgh, UK
Won institutional business for fund administration and post-trade services by mapping client operating models and developing proposals around servicing needs and transition considerations.
Coordinated solution reviews with operations, legal and technology specialists, addressing control, integration and procurement questions during extended financial-institution sales cycles.
Developed pricing scenarios and negotiation plans for complex opportunities, supporting clear commercial decisions and successful contract closure.
Closed high-value institutional opportunities by coordinating procurement responses and commercial proposals across client, legal and operations stakeholders.
Compared service transition options with fund administrators, translating operating requirements into contract terms and pricing structures for regulated client procurements.
Business Development Manager
Alderwick Fund Technologies
Jul 2018 - Jun 2021
Leeds, UK
Built a portfolio of asset-manager and fund-administrator prospects for transfer agency software, using workflow discovery to connect platform capabilities with distribution and investor-servicing needs.
Delivered targeted demonstrations and responses to procurement reviews, working with implementation and product colleagues to clarify requirements and reduce uncertainty for prospective clients.
Converted client and competitor insights into account plans and product feedback, strengthening opportunity qualification and the relevance of sales materials.
Mapped fund distribution and asset servicing workflows with prospective clients, then worked with product colleagues to position platform features against administration and investor-servicing needs.
Sales Executive
Merefield Securities
Jul 2016 - Jun 2018
Bristol, UK
Developed early-stage institutional opportunities for fund administration services through targeted outreach, client research and structured discovery conversations.
Prepared client presentations and proposal materials with senior sales colleagues, building a grounding in fund workflows, service requirements and financial-sector procurement.
Researched fund groups and administrators before outreach, using discovery questions to qualify service needs and prepare relevant proposals for senior sales review.
SKILLS
Transfer agency
DLT and tokenisation
Fund distribution
Institutional client engagement
Commercial negotiation
Enterprise SaaS sales
Financial procurement
Pipeline management
Consultative selling
Post-trade services
Sales forecasting
Complex pricing
Fund administration
Asset servicing
Spoken French
LANGUAGES
English
Native
French
Proficient
MY CAREER
10.3Years
Senior Institutional Sales Manager at Vantage Fund Technology (2.8 Years)
Enterprise Sales Manager at Crownwell Asset Services (2.5 Years)
Business Development Manager at Alderwick Fund Technologies (3 Years)
Sales Executive at Merefield Securities (2 Years)
EDUCATION
BSc Finance
University of Exeter
2014
Exeter, UK
CERTIFICATIONS
CISI Investment Operations Certificate
2018
PROFESSIONAL SKILLS
Sales Strategy and Research: Sales planning, market research, competitor analysis
Opportunity Development: Prospecting, lead qualification, account planning
Institutional Sales: Enterprise selling, stakeholder mapping, client discovery
Commercial Management: Proposal development, pricing scenarios, contract negotiation
Pipeline and Forecasting: Pipeline reviews, forecast management, deal structuring
Fund Services Expertise: Transfer agency, fund administration, post-trade services
Digital Fund Distribution: Fund distribution, asset servicing, investor servicing
Product Collaboration: Product feedback, solution design, workflow analysis

Matched keywords (31)

  • Transfer agency
  • Fund administration
  • Fund distribution
  • asset servicing workflows
  • B2BOriginal keyword in JD: B2B OR Enterprise SaaS Sales
  • Closed high-value institutional opportunities by coordinating procurement responses and commercial proposals across client, legal and operations stakeholders.Original keyword in JD: High-Value Institutional Deal Closing
  • Won institutional business for fund administration and post-trade services by mapping client operating models and developing proposals around servicing needs and transition considerations.Original keyword in JD: Complex Regulated Solutions Sales
  • Closed high-value institutional opportunities by coordinating procurement responses and commercial proposals across client, legal and operations stakeholders.Original keyword in JD: Multi-Stakeholder Sales
  • long sales cycles
  • fund services value chain
  • sales strategy
  • prospecting
  • opportunity qualification
  • solution design
  • Cross-functional collaboration
  • commercial proposals
  • pricing structures
  • Commercial negotiation
  • Pipeline management
  • Sales forecasting
  • deal structuring
  • Consolidates client and market feedback for product planning, helping prioritise improvements to onboarding, distribution workflows and servicing capabilities.Original keyword in JD: Product Roadmap Feedback
  • Converted client and competitor insights into account plans and product feedback, strengthening opportunity qualification and the relevance of sales materials.Original keyword in JD: Market Intelligence
  • distributed ledger technologyOriginal keyword in JD: Blockchain OR Distributed Ledger Technology (DLT)
  • tokenisation
  • transparency
  • Bring fund distribution and asset servicing knowledge to discussions of distributed ledger technology, tokenisation, transparency and automation, while using client and market feedback to inform product priorities.Original keyword in JD: Workflow Automation
  • Shaped a digital transfer agency proposal for an asset manager exploring tokenised fund distribution, coordinating product, technology and operational input to set credible DLT use cases and implementation boundaries.Original keyword in JD: Practical Innovation
  • connecting client needs with cloud-native SaaS platforms and practical digital transfer agency propositions.Original keyword in JD: Measurable Client Value
  • BusinessOriginal keyword in JD: Business OR Finance OR Related Discipline Degree OR Equivalent Qualification
  • Spoken French

Missing keywords (4)

  • Contractual Terms
  • Scale-Up Fintech
  • Strategic Thinking
  • Proactive Approach

Possible matches (4)

  • Transfer Agency Platform Sales OR Fund Administration Platform Sales OR Post-Trade Solutions Sales80% credit: 2.05 percentage points of 2.56 possible.
  • Financial-Institution Procurement80% credit: 2.05 percentage points of 2.56 possible.
  • Institutional Client Relationships80% credit: 2.05 percentage points of 2.56 possible.
  • Client-Focused Approach80% credit: 2.05 percentage points of 2.56 possible.
Disclaimer: All names, images, contact information, employment histories, achievements, security clearances, military credentials, and other qualifications shown in this content are fictional and used for illustrative purposes only. Any resemblance to actual persons, living or deceased, is purely coincidental.

CV and cover letter examples and recommendations in this article reflect general best practices and professional experience and are provided for guidance only. Results may vary based on role, industry, region, and hiring organisation.

Content Accuracy and Verification: To the fullest extent permitted by applicable law, we do not represent or warrant that CV or cover letter guidance, examples, recommendations, or related information are accurate, complete, current, error-free, or suitable for any particular purpose. You are responsible for independently reviewing and verifying the information before relying on it.

ATS and Cover Letter Scores: ATS scores are estimates calculated using our own formula, informed by publicly available guidance on CV formatting and keyword matching. They are not scores issued or endorsed by an ATS provider or employer. Cover letter scores are also our own assessments. Parsing, weighting, screening criteria, and results vary between systems, employers, job descriptions, and document formats. No score guarantees successful parsing, a particular ranking, an interview, or employment. Use scores as general guidance and independently check your documents against the employer’s requirements. To the fullest extent permitted by applicable law, we accept no liability for errors in scores or parsing, or losses arising from reliance on these assessments. Nothing in this notice excludes liability or limits consumer rights that cannot lawfully be excluded or limited.

Terms and Conditions
 
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