Enterprise Sales Director, Financial Services

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

📋 Description

• Identify and establish new enterprise accounts within the banking, credit unions, insurance, mortgage, and wealth management sectors.

• Proactively generate a significant portion of the sales pipeline through outbound outreach via calls, emails, LinkedIn, events, and partnerships, in collaboration with the SDR team.

• Discover the business objectives of prospects and create quantifiable business cases related to onboarding, retention, call deflection, digital adoption, cross-selling, and participant outcomes.

• Analyze buying committees and foster relationships across customer experience, marketing, digital, product, data and IT, compliance, and procurement.

• Cultivate champions within organizations, secure executive sponsorships, and engage multiple stakeholders in deals.

• Assess opportunities, accelerate stage progression and deal velocity, while navigating security, legal, and procurement procedures.

• Oversee both early- and late-stage opportunities across various accounts.

• Maintain Salesforce data, provide accurate forecasts, and engage in weekly pipeline reviews.

• Define deals with clear value metrics, executive sponsorship, and committed data paths.

• Transition new clients to Customer Success for renewal and expansion efforts.

• Collaborate with channel and referral partners to co-sell effectively.

• Achieve new logo bookings, self-sourced pipeline generation, pipeline coverage, meetings, multithreaded engagement, stage progression, win rates, and forecast accuracy.

⛳️ Requirements

• A minimum of 7 years of enterprise B2B SaaS sales experience with a proven history of meeting or surpassing sales quotas.

• Direct experience in selling to banking, financial services, insurance, and/or mortgage sectors.

• Demonstrated success as a new logo hunter, including the ability to build a pipeline from the ground up and close six-figure deals with organizations generating over $1B in revenue through lengthy, complex sales cycles.

• Experience engaging with CX, marketing, digital, and product leaders, effectively translating capabilities into return on investment.

• Exceptional discovery skills with the ability to engage multiple stakeholders across large buying committees.

• Capacity to manage multiple priorities, accounts, and deal stages simultaneously.

• Proven experience navigating procurement, security, and legal assessments in regulated environments.

• Strong written and verbal communication skills; possess executive presence when interacting with senior buyers.

• BA/BS degree or comparable experience.

• Familiarity with personalized or interactive video, digital banking platforms, or customer experience technology is highly advantageous.

• Established connections with CX, digital, and marketing leaders within financial institutions are a significant plus.

• Knowledge of core banking, digital banking, loan origination, CRM, and marketing automation technologies, including Salesforce, Marketo, and Snowflake, is a strong advantage.

• Training in MEDDIC/MEDDPICC, Challenger, or Command of the Message methodologies is a considerable asset.

• Experience in co-selling with channel, referral, or technology partners is a significant advantage.

🏝️ Benefits

• Health insurance

• Vision insurance

• Dental insurance

• 401(k) match

• Stock options

• Remote position