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VP, Sales (Financial Services)

Sales & Bus Dev Job ID: 1919952



The company is a unique real-time analytics platform that gives leaders and business users key actionable insights to make informed decisions on occupancy, availability, and business volumes. Its unique representation of data brings fantastic visibility into complex processes and helps them have complete control over their day-to-day operations.

This company is a next-generation Omni-Channel Operations Management Platform being leveraged by Enterprises across their back office, chat, and email servicing operations. They provide an Intelligent Operations Management Platform that enables companies to holistically view their operations and identify opportunities for collaboration & optimization across an Enterprise.




Reporting to the VP of Growth, this role will be responsible for hunting for new business and managing a complete sales cycle. This is an exciting opportunity to drive US sales, as they are newly expanding into this market. This is a hybrid role with 30-40% travel.




Here’s what you’ll be working on day-to-day, but as a nimble organization that puts our small business community at the forefront, flexibility is key, and other responsibilities may arise.


  • Drive new business opportunities that lead to revenue generation and company growth
  • Achieve QoQ revenue targets for company sales
  • Ability to exceed goals and quotas, building a sustainable pipeline to drive new sales in the region.
  • Accurately forecast quarterly, and annual revenue numbers for the assigned region, dedicated to the number and deadlines.
  • Effectively showcase company solutions using online/in-person demos/meetings
  • Consultative selling and strong account management capabilities
  • Identify pipelines, and opportunities, lead the engagement, solutions, and close deals
  • Manage complete sales cycle – product demo, pilot, contracting, and delivery of the solution
  • Coordinate with all internal stakeholders (marketing, operations, finance, legal, technology) to ensure a timely and high-quality experience for the client
  • Maintain all sales prospecting notes and client outreach activities into company CRM- Hubspot



  • 10+ years of quantifiable experience selling complex technology products with core strength in either hunting or farming sales motion with exposure to SaaS Sales.
  • At least 5 years of closing experience
  • Understanding the SaaS business model and enjoying selling to a technical audience, while building mutual trust.
  • Experience selling to CXO level at large enterprises
  • Experience in selling HCM, WorkForce Optimization, and Management Solutions is a plus
  • Experience in selling outsourcing engagements, vendor management & contract management systems is a plus
  • Excellent leadership and influencing skills; ability to build strong business partnerships outside and within the organization
  • Track record of success in enterprise solution sales for software applications with demonstrable proof of over-achieving quota (top 10-20% of the company) in past positions
  • Highly professional persona and polished demeanor. Strong verbal and written communication skills; effective at delivering executive-level presentations




Job ID# 1372778


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