CareerPlan

Sales Director

USA - NY - New York CityFull-time$90k–$120k2026-11-09 → 2026-11-10

Core

Sales Director responsible for managing a defined territory, driving revenue, and building long-term relationships with key stakeholders in the M&A and financial services sector.

Role type

Senior Sales Director (SaaS/Financial Services)

Builds

M&A deal infrastructure and transaction management tools (Datasite, Grata, Blueflame AI, Sherpany)

Domain

Financial Services / M&A / SaaS

Required skills

SaaS/Financial Services sales experience, advanced relationship management, market and industry knowledge, revenue generation, account planning, Salesforce proficiency, presentation skills

Preferred skills

Technology sales background, ability to mentor new joiners, data and analytical tool usage

Technologies

Salesforce, Datasite suite

Responsibilities

Manage existing accounts and develop new business within a defined territory; conduct full 360 sales cycle from research to closing; create and maintain territory and account plans; compile quotes, create Statements of Work (SOWs), and manage invoices; participate in client events and on-boarding training; report call activity and customer profiles accurately.

Seniority

Senior, hands-on IC