Practice Sales Lead – Financial Services

Infovista

Senior Financial Services Lead driving sales growth for Infovista's CX Intelligence & Risk Assurance platform. Collaborating with cross-functional teams to ensure client satisfaction and revenue maximization.

Posted 6/18/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue.
Identify and target potential clients within the financial services industry to expand the customer base.
Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands.
Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business.
Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs.
Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly.
Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement.
Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions
Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions.
Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders.
Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment.
Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact.
Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure.
Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making.

Requirements

What you’ll need

Proven experience in sales or infrastructure consultancy within the financial services industry, preferably in an overlay sales capacity.
Strong understanding of CX software products, technologies, and market dynamics.
Excellent communication, negotiation, and interpersonal skills.
Ability to work collaboratively in a cross-functional team environment.
Demonstrated track record of meeting or exceeding sales targets.
Proficient in CRM software and sales analytics tools to manage customer relations and sales data effectively.
Bachelor’s degree in business, Marketing, Computer Science, or a related field

Benefits

Comp & perks

Flexible workplaces - adaptable work schedules, workspaces and locations
Inclusive culture - everyone’s voice matter.
Sustainability - environmental, social & governance programs (ESG Group)
Innovative environment - shape the future of next gen networks.
Competitive compensation & benefits plans
Career development plans

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales strategiescustomer experience (CX)sales analyticsmarket analysisproduct presentationssolution-driven constructsrisk exposure scenariosfraud validationauthentication journey reliabilityAI-driven interactions

Soft Skills

communicationnegotiationinterpersonal skillscollaborationrelationship managementstrategic thinkingproblem-solvingstakeholder engagementadaptabilityteamwork