Director – Sales, FINS

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Develop relationships with retail and commercial banking institutions, wealth management companies, and insurance providers.

• Partner with teams to create Salesforce solutions that emphasize security and a client-focused approach.

• Interact with C-level executives to enhance visibility within the FINS new-logo landscape.

• Formulate territory plans that are in sync with fiscal-year budgets and evolving regulatory trends.

• Identify new opportunities through high-level networking and participation in industry forums.

• Oversee the customer relationship lifecycle.

• Integrate traditional core banking systems with modern advisor/client experiences utilizing Salesforce solutions.

• Facilitate discovery discussions related to loan origination, householding, policy management, and automated onboarding.

• Showcase products and services that align with the goals and objectives of prospective customers.

• Offer professional support post-sale.

• Maintain practices for forecasting and pipeline management.

• Guide and develop junior Business Development team members.

• Pursue co-prime opportunities alongside Salesforce FINS-focused RVPs and AEs.

• Collaborate with Business Unit Leadership to ensure business development aligns with project execution.

• Prepare estimates that reflect customer needs and deliverables.

• Draft and present SOWs that detail project scope, objectives, requirements, professional fees, and assumptions.

• Travel as necessary to facilitate sales cycles.

⛳️ Requirements

• A minimum of 5 years of demonstrated experience as a Salesforce Delivery Consultant, particularly with Financial Services Cloud (FSC) or complex data-heavy implementations.

• At least 5 years of experience in Sales; having a background in FinTech or Professional Services for FINS is highly advantageous.

• Proven experience navigating the purchasing process of Tier 1 banks, regional credit unions, or national insurance companies.

• Familiarity with the Salesforce Ecosystem.

• Capability to take ownership of and actively drive sales efforts.

• A commitment to establishing long-lasting relationships with clients and securing business through trust.

• A consultative approach and a commitment to learning in a fast-paced environment.

• Insight into and connections within the Salesforce portfolio, including newly acquired solutions like Mulesoft, Tableau, Slack, etc.

• Strong communication, preparation, strategy, presentation, and execution abilities.

• Proficiency in "project managing" a sales cycle by leading collaboratively with other key internal teams—pre-sales, delivery, SMEs, and Industry Professionals.

• Strong organizational and time-management skills; detail-oriented and process-driven.

• Enthusiastic and passionate about the role.

• Experience with Salesforce, Zoominfo, and LinkedIn.

• Must possess full-time permanent work authorization in the US.

• A Bachelor's Degree is preferred or equivalent experience.

• Prior experience as a Salesforce Consultant, preferably with an implementation partner.

• Willingness to travel as required to support the sales cycles to close business.

🏝️ Benefits

• Flexible working hours with a strong emphasis on achieving a life-work balance (in that order!).

• Option for remote flexible work.

• Unlimited Paid Time Off (RTO).

• 401K plan with Company Match.

• Comprehensive Medical, Vision, & Dental coverage.

• Competitive quarterly bonus opportunities.

• Continuing education and certification reimbursements, particularly within the Salesforce and Snowflake ecosystems.

• Occasional in-house competitions with spot bonuses.

• A flexible and enjoyable team culture.

• Regular team and culture activities, both virtual and in-person, including Lunch and Learns, Happy Hours, and team-building events.

• Monthly All-Hands meetings.

• Open-door policy from leadership with access to mentorship and guidance.

• Opportunities for accelerated growth, networking, and career support.

• A culture of trust, transparency, and respect across all levels of the organization.