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Sales Director - Banking/Financial Services/Insurance

Full-time2026-10-07 → 2026-10-08

Core

Sales Director leading the Salesforce Practice for the Banking/Financial Services/Insurance industry, responsible for generating revenue, managing the sales lifecycle, and driving solution implementation for enterprise and commercial accounts.

Role type

Senior IC sales director (Salesforce solutions)

Builds

Salesforce cloud services and digital transformation solutions for BFSI clients

Domain

Banking, Financial Services, and Insurance (BFSI)

Required skills

Salesforce ecosystem sales, systems integration sales, technology solution sales, C-level executive partnership, end-to-end implementation management, account planning, contract negotiation, pipeline management, business analysis, strategic sales motions

Preferred skills

Salesforce Administrator certification, Agentforce expertise, Data Cloud knowledge, G-Suite and Microsoft Office proficiency, collaboration with technical and creative teams, large-scale project management

Technologies

Salesforce, AI, Data Cloud, G-Suite, Microsoft Office, MS Teams, Quip, Slack, Smartsheet, Lucidchart

Responsibilities

Generate leads and own opportunities to meet a $4M+ quota; develop and execute account sales plans; manage daily pipeline and weekly forecasts in Salesforce; collaborate with pre-sales and delivery teams to shape proposals; transition executed deals to delivery; maintain relationships with Salesforce executives and field sales teams; articulate Salesforce credentials and solution visions; complete required Salesforce certifications within 12 months.