Sales Director, Salesforce Financial Services
Our client is a woman-owned Salesforce implementation partner serving financial services organizations across Capital Markets, Wealth and Asset Management, and Private Equity. Built on a unique combination of consulting and education, this East Coast-based firm helps its clients become more strategically aligned through Salesforce, illustrating what a fully integrated technology stack can look like with Salesforce at the center. The culture is relationship-driven and people-centered, with a deep commitment to equality, diversity, inclusion, and the ongoing development of every team member. As they invest in formalizing their new-business sales motion, they are looking for a Sales Director, Salesforce Financial Services to build and own the function from the ground up.
Position Overview
This is a builder role with direct access to company leadership and a clear mandate to create something lasting. The Sales Director will own the full sales cycle from first relationship through signed Statement of Work, carrying a $2 to $3 million annual booked-revenue target and working closely with the founder and delivery leaders to grow qualified pipeline through new clients, Salesforce partnerships, and account expansion. In the first 90 days, the focus is on learning the current client base, offerings, and partner relationships and establishing a credible pipeline baseline. Over the following 12 to 24 months, the mandate is to grow bookings, make the sales motion more predictable, and build the playbook that will support the firm’s next stage of growth. For a commercially sharp, low-ego professional who is energized by creating the playbook rather than inheriting one, this is the right seat.
Position Responsibilities
- Own a $2 to $3 million annual booked-revenue target, with a clear sales plan that accounts for deal size, sales cycle, and delivery capacity.
- Create new-logo and expansion opportunities through targeted outreach, warm introductions, Salesforce co-sell activity, referrals, and industry relationships across private equity, capital markets, wealth and asset management, insurance, fintech, and lending.
- Develop and manage trusted relationships with Salesforce Account Executives, Solution Engineers, Partner Account Managers, and other ecosystem leaders, maintaining a regular in-person presence at key Salesforce and partner events.
- Lead the full opportunity lifecycle from prospecting and qualification through discovery, solution shaping, proposal development, commercial negotiation, and close.
- Partner with leadership and delivery experts to translate client needs into clear approaches, estimates, pricing, proposals, and Statements of Work.
- Coordinate clean sales-to-delivery handoffs, ensuring client expectations, scope, commercial terms, and relationship context are fully understood before work begins.
- Track the full sales funnel and provide a clear weekly view of opportunity quality, risk, and expected bookings, with disciplined CRM hygiene throughout.
- Bring market intelligence back to leadership to sharpen the firm’s offerings, positioning, partner strategy, and future growth investments.
- Build and codify a repeatable sales playbook that informs how the company develops its broader growth function over time.
Position Qualifications
Required:
- A documented track record of owning and exceeding annual bookings targets through new-logo acquisition and strategic account expansion in financial services technology, consulting, or professional services.
- A minimum of 8 years of midmarket sales, business development, or account leadership experience, including at least 5 years in a quota-carrying role with direct accountability for annual bookings or new-business revenue.
- A relevant network and the ability to establish credibility quickly with senior buyers across Capital Markets, Wealth and Asset Management, Private Equity, Banking, or Fintech.
- Experience selling complex consulting, implementation, managed services, or digital transformation engagements, not only software licenses.
- Working knowledge of the Salesforce partner and co-sell motion, including collaboration with Account Executives, Solution Engineers, Partner Account Managers, and delivery teams.
- Familiarity with Financial Services Cloud, Sales Cloud, and how Salesforce supports financial services operating models and growth priorities.
- Strong forecasting, CRM discipline, and commercial judgment, including the ability to pursue growth without overselling delivery capacity or creating avoidable margin and scope risk.
- A builder’s mindset and collaborative, low-ego approach that fits a relationship-driven, people-centered firm.
- Based in or able to maintain a regular presence in the New York metropolitan area, with remote flexibility and willingness to travel for client and partner engagement.
- Must be authorized to work in the United States without visa sponsorship.
Preferred:
- Existing relationships within the Salesforce partner ecosystem or with Salesforce field teams serving financial services clients.
- Experience building a sales function or playbook at a boutique consulting or professional services firm.
If you are ready to own a visible growth mandate and help shape the next chapter of a respected Salesforce partner, we would love to hear from you. Apply now and a member of Talentfoot’s recruitment team will be in touch should your track record of success, experience, skills, and qualifications match our client’s requirements.
Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com