Charles Muhlbauer

Co-Founder

New York, New York, United States18 yrs 3 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Empowered 200+ sales reps in financial services.
  • Founded DiscoveryCoach.io, aiding 3,500+ sales professionals.
  • Expert in sales enablement and discovery strategies.
Stackforce AI infers this person is a Sales Enablement Expert in Financial Services and SaaS.

Contact

Skills

Other Skills

Asset ManagementFinanceFinancial AccountingHedge FundsDue DiligenceAccountingMutual FundsFinancial StatementsBankingFinancial ServicesBudgetsAccount ReconciliationSalesBusiness DevelopmentInvestment Banking

About

I build strategies and tools to empower 200+ sales reps to effectively sell to Hedge Funds, Private Equity, and Investment Banking clients. This includes strategic planning and execution of sales programs to meet or exceed sales quota expectations across the field. Onboarding, Ramp and Ongoing Effectiveness processes are created and implemented to maximize revenue growth. As a founder of DiscoveryCoach.io, I sell a Discovery Guide and lead Discovery workshops that have helped over 3,500 sales professionals master the art and science of discovery.

Experience

Alphasense

2 roles

Senior Manager, Sales Enablement | Financial Services

Promoted

Mar 2025Present · 1 yr 1 mo

  • Increase revenue and rep effectiveness by reducing the time it takes to become fully productive; Identify and close skill & knowledge gaps across the org to increase overall rep impact and enable personal and professional growth.

Manager, Sales Enablement I Financial Services

Mar 2023Mar 2025 · 2 yrs

Cb insights

2 roles

Lead Revenue Enablement Manager

Promoted

Jul 2021Jan 2023 · 1 yr 6 mos

  • “On a team level, you've created a culture around sharing best practices, constructive feedback, and active learning and development that never really existed before. Through the 'salescoaching' slack channel, call reviews, group coaching sessions, etc. The 'discovery call guide' and 'coaching channel' are both gold mine references to help prep for calls. On an individual level: I've shared this before and I know it's been communicated in a leadership setting, but our coaching sessions have leveled up my game to the nth degree. You've worked with me on deals that have gone on to close as a direct result from emails you've helped me draft, strategies we've talked about, calls that we prepped for, etc.”
  • AE @ CB Insights
  • Enhancing the skills and effectiveness of our revenue organization through sales playbooks, 1:1 coaching, group training, and overall go to market strategy for business growth

Senior Sales Training Manager

Feb 2020Jul 2021 · 1 yr 5 mos

  • Providing predictive startup and emerging tech signals to private equity, venture capital, corporate strategy, corporate innovation, digital transformation, and market research teams so they stay ahead of their build, buy, and partner strategies.

Discoverycoach.io

Founder

Jun 2018Present · 7 yrs 10 mos · New York, United States · Remote

  • Teams hire me to run Discovery Workshops. You're welcome to learn more at www.DiscoveryCoach.io

Sentieo

Enterprise Account Executive - Hedge Funds

Feb 2017May 2018 · 1 yr 3 mos

  • Provided unstructured data insight for some of the world's most successful Hedge Funds and Equity Research teams.
  • Firms include:
  • Incline Global,
  • Palestra Capital,
  • Millenium Management,
  • Goldman Sachs.
  • This resulted in onboarding new logos onto the platform, helping them uncover data points they would have otherwise missed.

Axial

2 roles

Senior Account Executive & Team Lead - Private Equity & Private Debt

Promoted

Mar 2015Jan 2017 · 1 yr 10 mos

  • Enhanced deal origination strategies for Private Equity Firms and Family Offices, allowing them to unearth new opportunities from lesser-known sources.
  • I’ve helped some of the world's largest investment firms with their deal origination strategies including:
  • Summit Partners,
  • KKR,
  • Goldman Sachs,
  • Kelso,
  • Sterling Partners,
  • Freedom 3 Capital, &
  • Guggenheim Private Debt.
  • In addition, I launched Axial's Private Debt initiative, personally generating 75% of Private Debt client revenue for the firm, further enhancing their deal origination strategies.

Account Executive - Private Equity Origination

Jun 2013Feb 2015 · 1 yr 8 mos

Deloitte

Senior Associate - Hedge Fund Practice

Nov 2011Apr 2013 · 1 yr 5 mos · New York City Metropolitan Area

Morgan stanley

Associate - Financial Control Group - Wealth Management

Nov 2006Sep 2010 · 3 yrs 10 mos

Kpmg llp

Associate - Risk Assurance - Media Practice

Aug 2004Nov 2006 · 2 yrs 3 mos

Education

Yeshiva University

Bachelor’s Degree — CPA License

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