Sales Director – Banking, Financial Services, Insurance

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $100k - $190k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 2%

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Logo of TELUS Digital

TELUS Digital

201 - 500 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

TELUS Digital is an award-winning digital consultancy that combines human-centered design, software engineering, data science and generative AI to create AI‑fueled digital experiences and platforms for global brands. The company provides services in experience strategy, UX research and design, engineering and architecture, data science and engineering, digital marketing, and product/project delivery, and operates Fuel iX™, an enterprise-focused generative AI engine to help businesses move AI initiatives into production. TELUS Digital emphasizes a collaborative culture, global hiring, and accessibility in its hiring practices.

📋 Description

• Lead and support customers throughout the engagement and solution implementation lifecycle • Identify and drive new opportunities with new and existing customers to meet revenue quotas and targets • Generate leads through Salesforce partnerships and strategic sales motions • Identify, nurture, and develop opportunities with prospects and existing clients • Own opportunities and maintain pipeline and forecasts according to sales processes • Collaborate with presales, delivery, industry, marketing, business development, and consulting teams to shape deals, solutions, and proposals • Develop and execute account and sales plans for TELUS Digital’s Salesforce Practice in Insurance and Banking-Financial Services • Own a quota of $4M+ and sell cross-cloud Salesforce services across Enterprise, Commercial, and SMB accounts • Perform market and territory analysis, identify new business opportunities, lead marketing campaigns and presales, lead pursuits and solution proposals, negotiate and execute contracts, support post-sale customer success, and retain and grow existing customers • Execute daily pipeline management in Salesforce and provide weekly forecast, pipeline, and activity reports • Develop Statements of Work defining business challenges and recommended solutions in collaboration with presales and delivery leadership • Create a portfolio of new logos and expand existing customers • Maintain knowledge of TELUS Digital Salesforce Practice credentials and Salesforce solutions and roadmap • Transition executed deals to delivery teams with appropriate knowledge-sharing sessions • Stay engaged with customers during delivery to identify new opportunities and contract extensions • Articulate TELUS Digital and Salesforce credentials through effective discovery and proposed solutions • Build relationships with Salesforce executives and field sales teams and own account planning and key pursuits • Propose accelerators to scale offerings and reduce implementation costs • Complete required Trailheads and Salesforce certifications within 12 months of joining

🎯 Requirements

• 3+ years of Salesforce Consulting sales experience specific to Insurance and/or Banking Financial Services • 2+ years of systems integration sales experience • 5+ years selling technology solutions • Documented and sustained track record of sales success • Must be authorized to work for any U.S. employer • Approximately 30 percent travel • Experience partnering with C-level executives as a trusted advisor • Experience with end-to-end implementation of Salesforce solutions • Salesforce ecosystem experience highly desired • Solid judgment and problem-solving skills • Ability to manage multiple projects or priorities • Strong influence, communication, and negotiation skills • Strong experience collaborating with business process owners, program/project management leaders, and technical teams to develop solution proposals • Experience with large scale technology projects • Experience working with technical and creative project teams • Proficient in G-Suite and Microsoft Office apps and collaboration and project management tools such as MS Teams, Quip, Slack, Smartsheet, and Lucidchart • Demonstrated people leadership skills in developing and growing long-term, high-value client relationships • Ability to work effectively in large, matrixed organizations, including significant experience with offshore teams and delivery • Client-centric mindset focused on clients’ stated needs and goals • Ownership and accountability for client success • Ability to present complex information to technical and non-technical audiences • Innovation, creativity, and problem-solving skills • Ability to develop strategies or roadmaps for client onboarding or digital transformation anchored in Financial Services use cases • Strong commitment to service-oriented leadership, integrity, resilience, team development, and empathy

🏖️ Benefits

• Equal opportunity employer committed to a diverse and inclusive workplace • Remote work arrangement • Salesforce Administrator, Agentforce, and Data Cloud Trailhead and certification opportunities within 12 months of joining

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