Practice Sales Lead – Financial Services

🔥 1 hour ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Infovista

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1996

🤝 B2B

📡 Telecommunications

💰 Debt Financing on 2014-07

B2B • Software • Telecommunications

Infovista is a software company that develops unique solutions for communications service providers (CSPs) and enterprises, enhancing network experiences and enabling new services like 5G and IoT. With a diverse team of over 500 professionals operating in more than 150 countries, Infovista focuses on eliminating complexity and driving productivity within communications networks. Established in 1995, the company offers innovative products that streamline operations and facilitate the monetization of services in a rapidly evolving telecommunications landscape.

📋 Description

• Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue. • Identify and target potential clients within the financial services industry to expand the customer base. • Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands. • Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business. • Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs. • Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly. • Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement. • Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions. • Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions. • Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders. • Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment. • Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact. • Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure. • Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making.

🎯 Requirements

• Proven experience in sales or infrastructure consultancy within the financial services industry, preferably in an overlay sales capacity. • Strong understanding of CX software products, technologies, and market dynamics. • Excellent communication, negotiation, and interpersonal skills. • Ability to work collaboratively in a cross-functional team environment. • Demonstrated track record of meeting or exceeding sales targets. • Proficient in CRM software and sales analytics tools to manage customer relations and sales data effectively. • Bachelor’s degree in business, Marketing, Computer Science, or a related field • Deep understanding of: Fraud & identity workflows (ATO, authentication, risk signals) • Contact center ecosystems (Genesys, NICE, Amazon Connect) • AI-assisted servicing & LLM risks (hallucination, prompt control) • Regulatory environments (PSD2, AML, compliance, auditability) • Customer journey breakdowns across channels

🏖️ Benefits

• Flexible workplaces - adaptable work schedules, workspaces and locations • Inclusive culture - everyone’s voice matters. • Sustainability - environmental, social & governance programs (ESG Group) • Innovative environment - shape the future of next gen networks. • Competitive compensation & benefits plans • Career development plans