Director, Sales
Core
Lead enterprise sales for Fi360 solutions (software, data, analytics, training) serving the retirement and wealth management industry.
Role type
Director, Enterprise Sales
Builds
Enterprise software and data solutions for large retirement firms
Domain
Financial Services / Retirement & Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
B2B sales leadership, SaaS/technology sales, consultative selling, C-level executive presentation, contract negotiation, cross-functional collaboration, industry network, Salesforce proficiency
Preferred skills
Data/analytics platform sales experience, advisor compensation platform knowledge, business operations mindset
Responsibilities
Own end-to-end sales cycle for Fi360 suite, identify and close new business opportunities, present to C-level executives and lead negotiations, expand relationships and cross-sell capabilities, represent company at industry events
Seniority
Director, strategic leadership & team management