Position Details

Salary $95K – $200K USD / year

Type Full-Time

Experience executive

Exp. Years 10+ years

Education Bachelor's degree in Business Administration, Sales, Marketing, or a related field (Master's degree preferred)

Category Sales & Business Development

About this role

Director of Sales leading North America Financial Institutions sales, responsible for driving revenue growth, managing a large portfolio, and coordinating cross-functional teams to deliver strategic financial solutions.

Key Responsibilities

Lead a team of 10 sales team members
Manage, grow and retain a $300M+ revenue portfolio
Develop and implement Regional FI sales strategy
Analyze market trends and customer needs
Set sales objectives and goals; create actionable plans

Technical Overview

Stack includes Salesforce for CRM and Power BI dashboards for forecasting and performance tracking; strategic planning and budget management across regional teams.

Ideal Candidate

The ideal candidate is a senior sales leader with 10+ years of experience in financial institutions, capable of directing regional FI sales strategies, managing a large revenue portfolio, and driving growth through Salesforce and BI-enabled insights.

Must-Have Skills

Bachelor's degree in Business AdministrationSalesMarketingor a related field (Master's degree preferred)10+ years of sales leadership experienceExperience managing sales teamsfinancial institutions background and sales experience preferredExperience using SFDCDashboards (Power BIetc.) to manage pipelinesproduce forecastsdrive growthetc.

Nice-to-Have Skills

Master's degreeExperience with global matrix organizationsAdvanced analytics or BI certifications

Tools & Platforms

SalesforcePower BI

Required Skills

Sales leadershiprevenue portfolio managementSalesforcePower BIdashboardsforecastingpipeline managementnegotiationclient relationshipsbudget managementstrategic planningcross-functional collaborationchannel partnerships

Hard Skills

SalesforcePower BIDashboardsForecastingPipeline managementNegotiationBudget managementStrategic planningCross-functional collaborationChannel partnerships

Soft Skills

LeadershipCommunicationRelationship-buildingStrategic thinkingDecision-making

Industry & Role

Industry Banking

Job Function Direct regional financial-institution sales to drive revenue growth and manage a large revenue portfolio.

Role Subtype Director of Sales

Tech Domains Salesforce, Power BI

Keywords for Your Resume

director of salessales leadershipfinancial institutionsregional fi salesrevenue portfoliosalesforcepower bidashboardsforecastingpipeline managementnegotiationclient relationshipsbudget managementstrategic planningcross-functional collaborationglobal matrix organizationsremotebankingfinancial services

Deal Breakers

10+ years of sales leadership experience, Experience with financial institutions, Proficiency with Salesforce and Power BI

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Director, Financial Institutions

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