Director – Assisted Banking Strategies

This is a fully remote position, open to applicants in Georgia.

📋 Description

• Oversee the daily sales relationship with the Assisted Banking and Atleos sales organization leadership, translating the President’s strategic aims into field-level execution.

• Foster relationships with Assisted Banking leadership, sales personnel, Professional Services leaders, and essential channel partners.

• Develop engagement models and pinpoint areas needing presidential executive intervention.

• Lead and nurture Candescent’s dedicated Assisted Banking partner-sales team along with supporting resources.

• Direct and prioritize Solution Consulting resources towards high-value opportunities.

• Manage the channel pipeline, execute bookings, drive ARR growth, handle renewals, and pursue expansion and new-logo opportunities.

• Establish processes for opportunity management, funnel review, forecasting, order management, and bookings reconciliation.

• Engage with significant opportunities while coordinating sales, technical, services, product, and executive resources.

• Direct pricing and deal strategy within commercial frameworks.

• Develop and implement a modernization program for the installed base, including migration to current and next-generation solutions.

• Seek new financial institution clients and create repeatable new-demand sales motions.

• Empower sellers and channel partners through playbooks, training, demonstrations, product updates, competitive materials, and launch initiatives.

• Oversee commercial operations from sale through accurate order submission and delivery handoff.

• Ensure software and Professional Services orders are scoped, priced, processed, booked, and transitioned for implementation.

• Collaborate on implementation and upgrade projects with Professional Services leaders.

• Manage the sales forecast and provide visibility into bookings, ARR, pipeline, renewals, modernization, expansion, and new-logo activities.

• Present the President with reports on performance, risks, opportunities, and areas needing executive attention.

• Create executive materials, dashboards, and presentations for the Board of Directors and institutional investors.

• Translate recurring revenue metrics into strategic narratives while monitoring macroeconomic trends, competitors, and business risks.

• Act as a proxy for the President in high-level client, prospect, and partner settings.

• Coordinate resources across Sales, Solution Consulting, Product, Professional Services, Delivery, Support, Finance, Marketing, Legal, and Sales Operations.

• Serve as the primary operational escalation point for sales and channel-related issues.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Technology, Marketing, or a related discipline, or equivalent experience.

• A minimum of 10 years in enterprise software, financial technology, channel sales, alliance sales, banking technology, or financial services technology.

• Proven success in leading partner or channel sales initiatives and influencing partner sales organizations without direct authority.

• Experience managing recurring-revenue businesses, partner-generated pipelines, renewals, expansions, new-logo pursuits, and sales forecasts.

• Experience in leading and developing sales or partner sales resources and deploying Solution Consulting or sales-engineering support.

• Strong grasp of SaaS and recurring-revenue models, partner ecosystems, enterprise sales, and go-to-market execution.

• Experience managing complex software and Professional Services transactions from opportunity through order, implementation handoff, and revenue realization.

• Strong cross-functional leadership abilities coordinating Sales, Product, Solution Consulting, Professional Services, Delivery, Finance, Marketing, Legal, and Operations.

• Excellent communication, negotiation, presentation, relationship management, and operational execution skills.

• Over 10 years of progressive experience in corporate strategy, business management, and/or fintech commercial strategy.

• Deep understanding of enterprise SaaS, B2B banking technology, or institutional financial services environments.

• Investor-minded financial acumen with experience in preparing high-level narratives for Boards, ELT members, or institutional investors.

• Exceptional executive presence; comfortable challenging assumptions internally and leading discussions with Tier-1 banking clients externally.

• MBA or a comparable background in corporate strategy is preferred.

• Experience with Assisted Banking, ATM/ITM technologies, Interactive Teller solutions, branch transformation, or related financial technology platforms is preferred.

• Experience working within extensive reseller or channel ecosystems serving financial institutions is preferred.

• Experience in driving modernization of installed bases, platform upgrades, renewals, and expansion programs is preferred.

• Established ability to merge strategic partner relationship skills with disciplined sales management, forecasting, order execution, and operational follow-through is preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and career advancement.

• Flexible work arrangements and a supportive work culture.