Coach, motivate, and influence a direct sales team to exceed quotas specifically within the Financial Services sector
Conduct weekly 1:1s to review commits, pipeline, and performance, with an emphasis on navigating the long procurement cycles and compliance hurdles typical of FinServ
Actively engage in sales cycles as a "selling leader," helping AEs navigate complex stakeholder maps (including CTOs, Compliance Officers, and Risk Managers)
Provide feedback to cross-functional departments as the "voice of sales" regarding specific FinServ product needs (e.g., call recording compliance, security encryption, and AI-driven data privacy)
Build and enhance customer relationships at the executive level within mid-market financial institutions
Identify needs for and drive process improvements to shorten the sales cycle within highly regulated industries
Mentor and develop direct reports, setting the example in character, commitment, and specialized industry knowledge.

Requirements

Typically 8+ years of sales experience, with at least 3+ years of experience selling into or managing teams focused on the Financial Services industry
Ideally 3+ years of proven leadership directly managing a sales team
Deep understanding of the financial regulatory landscape (e.g., FINRA, SEC, SOC2) as it relates to communications and data storage
Demonstrated track record of meeting and exceeding quota in a fast-paced SaaS environment
Strong business acumen is a must; experience with mid-market financial end-customers is highly preferred
Excellent oral and written communication skills, including the ability to present complex AI and cloud solutions to non-technical financial executives
BS/BA or equivalent education and relevant experience
Strong PC skills in Microsoft Outlook, Word, Excel, and PowerPoint
Vibrant and energetic attitude, with a history of great decision-making and execution.

Benefits

Comprehensive medical, dental, vision, disability, life insurance
Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits
Voluntary supplemental health coverage and life insurance
401K match and ESPP
Paid time off and paid sick leave
Paid parental and pregnancy leave
Family-forming benefits (IVF, Preservation, Adoption etc.)
Emergency backup care (Child/Adult/Pets)
Employee Assistance Program (EAP) with counseling sessions available 24/7
Free legal services that provide legal advice, document creation and estate planning
Employee bonus referral program
Student loan refinancing assistance
Employee 1:1 coaching, perks and discounts program

Applicant Tracking System Keywords

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

Hard skills

sales experienceleadershipquota managementprocess improvementsfinancial regulatory knowledgeSaaS salesbusiness acumencommunication skillspresentation skillsdecision-making

Soft skills

coachingmotivatinginfluencingmentoringrelationship buildingcharactercommitmentenergetic attitudeexecution