Director – Assisted Banking Strategies

Job not on LinkedIn

🔥 33 minutes ago

⏰ Full Time

🔴 Lead

👔 Director

Where this job comes from

Posted on Candescent's careers page, not through a job board

First seen by Remote Rocketship 33 minutes ago

Logo of Candescent

Candescent

1001 - 5000 employees

Founded 2024

💼 Consulting

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

Candescent is a digital-first, intelligence-driven banking platform that helps banks and credit unions modernize account opening, digital banking, branch interactions and operations. It provides cloud-native onboarding and sales tools, fraud and security management, unified data and analytics, marketing/communications, card and money management, developer tools, and a curated marketplace of partner solutions to improve engagement, compliance, and financial wellness for consumer and business customers.

📋 Description

• Lead the day-to-day sales relationship with Assisted Banking and Atleos sales organization leadership and translate the President’s strategic priorities into field-level execution • Develop relationships with Assisted Banking leadership, sellers, Professional Services leaders, and key channel partners • Establish engagement models and identify areas requiring presidential executive intervention • Lead and develop Candescent’s dedicated Assisted Banking partner-sales team and supporting resources • Direct and prioritize Solution Consulting resources against high-value opportunities • Own channel pipeline, bookings execution, ARR growth, renewals, expansion, and new-logo opportunities • Establish opportunity-management, funnel-review, forecasting, order-management, and bookings-reconciliation processes • Engage in significant opportunities and coordinate sales, technical, services, product, and executive resources • Lead pricing and deal strategy within commercial frameworks • Develop and execute an installed-base modernization program, including migration to current and next-generation solutions • Pursue new financial-institution clients and build repeatable new-demand sales motions • Enable sellers and channel partners through playbooks, training, demonstrations, product updates, competitive materials, and launch programs • Own commercial operations from sale through accurate order submission and delivery handoff • Ensure software and Professional Services orders are scoped, priced, processed, booked, and handed off for implementation • Coordinate implementation and upgrade projects with Professional Services leaders • Own the sales forecast and visibility into bookings, ARR, pipeline, renewals, modernization, expansion, and new-logo activity • Provide the President with performance, risk, opportunity, and executive-attention reporting • Create executive materials, dashboards, and presentations for the Board of Directors and institutional investors • Translate recurring-revenue metrics into strategic narratives and monitor macroeconomic trends, competitors, and business risks • Serve as a proxy for the President in high-level client, prospect, and partner environments • Coordinate cross-functional Sales, Solution Consulting, Product, Professional Services, Delivery, Support, Finance, Marketing, Legal, and Sales Operations resources • Serve as the primary operational escalation point for sales and channel issues

🎯 Requirements

• Bachelor’s degree in Business, Finance, Technology, Marketing, or a related field, or equivalent experience • 10+ years of enterprise software, financial technology, channel sales, alliance sales, banking technology, or financial-services technology experience • Demonstrated success leading partner or channel sales motions and influencing partner sales organizations without direct organizational authority • Experience managing recurring-revenue businesses, partner-generated pipeline, renewals, expansions, new-logo pursuits, and sales forecasts • Experience leading and developing sales or partner-sales resources and deploying Solution Consulting or sales-engineering support • Strong understanding of SaaS and recurring-revenue models, partner ecosystems, enterprise sales, and go-to-market execution • Experience coordinating complex software and Professional Services transactions from opportunity through order, implementation handoff, and revenue realization • Strong cross-functional leadership skills coordinating Sales, Product, Solution Consulting, Professional Services, Delivery, Finance, Marketing, Legal, and Operations • Exceptional communication, negotiation, presentation, relationship-management, and operational execution skills • 10+ years of progressive experience in corporate strategy, business management, and/or fintech commercial strategy • Deep understanding of enterprise SaaS, B2B banking technology, or institutional financial services environments • Investor-minded financial acumen and experience preparing high-level narratives for Boards, ELT members, or institutional investors • Exceptional executive presence; comfortable challenging assumptions internally and leading discussions with Tier-1 banking clients externally • MBA or equivalent corporate strategy background preferred • Experience with Assisted Banking, ATM/ITM technologies, Interactive Teller solutions, branch transformation, or related financial-technology platforms preferred • Experience working with large reseller or channel ecosystems serving financial institutions preferred • Experience driving installed-base modernization, platform upgrades, renewals, and expansion programs preferred • Proven ability to combine strategic partner relationship skills with disciplined sales management, forecasting, order execution, and operational follow-through preferred

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