Senior Account Director – Banking
OneStream Software
full-time
Posted on:
Location Type: Remote
Location: Connecticut • Maine • United States
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Salary
💰 $125,000 - $170,000 per year
Job Level
About the role
- Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals.
- Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions.
- Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances.
- Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment.
- Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition.
- Balance new business and existing account growth to meet or exceed sales targets.
- Serve as a consultative partner, delivering insights and value that support long-term customer success and retention.
- Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations.
- Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders.
- Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges.
- Create high-impact proposals and responses to client requests, supporting revenue growth, and strategic alignment.
- Contribute to key internal initiatives (e.g. sales enablement, process improvement and may deputise for the Sales Director as needed.
- Lead by example through professional and collaborative selling, mentor team members on sales best practices, and support employee engagement initiatives.
Requirements
- 10+ years of B2B sales experience, with a strong focus on new business; high-potential candidates with less experience will also be considered.
- Demonstrated success in consultative software sales focused within banking or financial services sector, navigating complex and regulated environments, engaging senior-level stakeholders, and aligning solutions to banking operational, regulatory, and financial priorities.
- Proven track record of consistently exceeding quotas through net-new customer acquisition.
- Demonstrated success in prospecting, pipeline generation, and closing complex deals.
- Hunter mindset with ability to drive outbound efforts and convert leads from multiple channels.
- Skilled at articulating solution value to senior stakeholders and navigating multi-threaded sales cycles.
- Strong command of sales methodologies such as MEDDPICC or Challenger to manage complex sales cycles.
- Strategic thinker with business acumen to align solutions with customer pain points and goals.
- Comfortable operating independently in fast-paced, high-growth environments.
- Experienced in collaborating with Marketing, Product, Business Development, and Pre-Sales to accelerate deal velocity.
Benefits
- Vision
- Medical
- Life
- Dental
- 401K
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
B2B salesconsultative software salespipeline generationclosing complex dealssales methodologiesMEDDPICCChallengersales forecastingSaaS agreementsproposal creation
Soft Skills
strategic thinkingbusiness acumenconsultative partnershipcommunicationmentoringcollaborationpresentation skillscustomer engagementproblem-solvingleadership