Senior Director, Strategic Client Sales, Corporate Financial Services

Accountabilities:

• Lead a global strategic sales team responsible for expanding the Corporate persona footprint across a defined portfolio of approximately 130 major financial-services clients.
• Own the overall commercial strategy and revenue performance for the business, establishing priorities, setting expectations, and creating a high-performance culture focused on exceeding sales targets.
• Oversee the team’s role as an overlay to the broader financial-services strategic sales organization, coordinating closely on opportunities within the team’s mandate and delivering against shared revenue objectives.
• Develop long-term account strategies supported by clear short- and medium-term execution plans, combining transactional sales motions with an enterprise-level approach to strategic growth.
• Build strong relationships with C-level executives, senior decision-makers, influencers, and other key client stakeholders to establish trust, credibility, and long-term partnerships.
• Guide the team in applying consultative selling techniques to uncover client needs, identify emerging opportunities, understand competitive dynamics, and position solutions around measurable customer value.
• Develop strong internal partnerships across Customer Success, Sales Development, Product Specialists, Marketing, and other functions, securing alignment and mobilizing resources to achieve revenue outcomes.
• Coordinate pipeline development and forecasting activities, ensuring the team maintains sufficient coverage and provides accurate visibility into expected performance.
• Partner with Marketing to strengthen market awareness, increase engagement within strategic accounts, and support broader commercial growth initiatives.
• Collaborate with Product Specialists during client trials to maximize engagement, address customer needs, and advance opportunities toward successful outcomes.
• Capture market intelligence, client feedback, and evolving product needs and communicate relevant insights to Sales, Product Management, Content, and Product Marketing teams.
• Coach, motivate, and develop sales leaders and team members while reinforcing accountability, initiative, strong work ethic, and consistent execution.

Requirements

• 15+ years of relevant B2B SaaS sales experience, with a strong record of delivering growth in complex enterprise or strategic-account environments.
• Extensive sales management experience, preferably leading global strategic-client teams with responsibility for large, complex customer portfolios.
• Demonstrated success managing high-performing teams that consistently meet or exceed sales targets and build a strong culture of accountability and achievement.
• Proven ability to lead globally distributed teams toward common objectives, develop pipeline, advance complex deals, and deliver against significant revenue targets.
• Exceptional executive relationship-building skills, with experience establishing credibility and trusted partnerships with C-level executives and senior business stakeholders.
• Strong consultative selling capabilities, including active listening, insightful questioning, needs discovery, industry analysis, and the ability to position solutions as strategic business investments.
• Demonstrated ability to develop sophisticated long-term account strategies while maintaining disciplined short- and medium-term execution plans.
• Strong cross-functional leadership skills, with the ability to secure internal buy-in, coordinate resources, and align multiple teams around shared commercial outcomes.
• Excellent forecasting, pipeline management, and commercial planning capabilities, with a data-driven approach to managing sales performance.
• Outstanding written and verbal communication skills, with the ability to communicate complex concepts and value propositions clearly to audiences at all organizational levels.
• Strong strategic thinking, curiosity, creativity, and adaptability, with the ability to quickly understand new industries, customer needs, and market dynamics.
• Proven ability to build rapport quickly, maintain long-term relationships, and operate with an energetic, positive, and customer-focused approach.
• Willingness and ability to travel regularly to meet clients and support strategic account development.

Benefits

• Annual base compensation range of $257,000–$353,000 USD.
• Competitive benefits program designed to support employees across their professional and personal needs.
• Generous commission plan with uncapped earning potential.
• Equity compensation providing an opportunity to participate in the organization’s long-term growth.
• Opportunity to lead a global strategic sales organization focused on some of the largest clients in the financial-services market.
• Significant exposure to C-level executives, strategic customers, and cross-functional business leaders.
• Opportunity to influence commercial strategy and contribute directly to growth in a high-growth, technology-driven environment.
• U.S.-based opportunity with regular client travel.