Remote opportunity at
Saasinct SolutionsSales Director, Salesforce Financial Services
Saasinct Solutions seeks a Sales Director, Salesforce Financial Services to establish and manage the organization's new-business sales operations. Operating as a full-cycle sales professional, this position…
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About This Role
Saasinct Solutions seeks a Sales Director, Salesforce Financial Services to establish and manage the organization's new-business sales operations. Operating as a full-cycle sales professional, this position carries an annual booked-revenue goal between $2 million and $3 million. The person hired will collaborate directly with delivery experts and the company founder to shape deals, draft statements of work, and transition clients smoothly to the delivery phase. The employer functions as a…
Job Description
Saasinct Solutions seeks a Sales Director, Salesforce Financial Services to establish and manage the organization's new-business sales operations. Operating as a full-cycle sales professional, this position carries an annual booked-revenue goal between $2 million and $3 million. The person hired will collaborate directly with delivery experts and the company founder to shape deals, draft statements of work, and transition clients smoothly to the delivery phase.
The employer functions as a woman-owned Salesforce implementation partner headquartered on the East Coast. The business focuses on the financial services sector, encompassing private equity, wealth and asset management, capital markets, insurance, fintech, and lending. By merging consulting with education, the company helps clients integrate technology stacks centered on the Salesforce platform.
This role suits an experienced business development professional who possesses a builder's mentality and a low-ego approach. Candidates must be comfortable establishing a brand-new sales playbook without pre-existing corporate frameworks. Success in the position relies on cultivating relationships with prospective buyers, collaborating with Salesforce ecosystem leaders, and growing a qualified pipeline year over year.
Responsibilities
- Manage a full-cycle sales process from initial contact to signed Statement of Work, targeting $2 to $3 million in annual booked revenue.
- Build and execute a sales strategy focused on financial services sectors including private equity, capital markets, wealth management, insurance, fintech, and lending.
- Generate new logos and expansion opportunities through targeted outreach, referrals, and Salesforce co-sell activities.
- Partner with the company founder and delivery teams to establish pricing, estimates, and project approaches.
- Maintain an in-person presence at Salesforce Tower New York, priority client meetings, and industry events.
- Establish reliable pipeline baselines, track sales funnel metrics, and deliver accurate weekly forecasts.
- Coordinate clean handoffs to delivery teams so scope and commercial terms are fully understood.
- Develop and codify a repeatable sales playbook for the organization.
Requirements
- Minimum of eight years of experience in midmarket sales, business development, or account leadership within financial-services technology or professional services.
- At least five years in a quota-carrying role with documented success managing revenue or new-business targets.
- Experience selling complex consulting, implementation, or cloud-technology engagements rather than software licenses alone.
- Working knowledge of the Salesforce partner and co-sell motion.
- Authorized to work in the United States without employment visa sponsorship.
Qualifications
- Familiarity with Financial Services Cloud, Sales Cloud, and financial-services operating models.
- Established professional network with senior buyers across core financial-services markets.
Core Skills
Frequently Asked Questions
Where is this job located?
The position requires candidates to be based in the New York metropolitan area, featuring remote flexibility alongside regular in-person ecosystem and client engagement.
What is the compensation and salary for this role?
The job posting does not specify a salary.
What is the employment type?
The posting specifies that this is a full-time position.
Does Saasinct provide visa sponsorship?
No, Saasinct is unable to provide employment visa sponsorship for this position, and applicants must be authorized to work in the United States.
Sample Interview Questions
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