Sales Director – Financial Institutions

Position Summary:

Reporting directly to the Chief Commercial/ Revenue Officer, join our dynamic team and play a key role in driving our customer engagement and sales efforts. We are seeking an experienced and Sales Director with a proven track record of driving revenue and project delivery within the financial institutions sector and within structured products. The ideal candidate is a strategic thinker, skilled relationship builder, and results-oriented leader who thrives in a fast paced, competitive environment. As a Sales Director, you will be responsible for leading our sales efforts targeting existing customers and increasing our wallet share within the Tier 1 banks. You will also cultivate key partnerships and originate new customers within financial institutions across both buy and sell-side, covering a pre-agreed region.

Key Responsibilities:

Leadership:

• Develop and execute a comprehensive sales strategy to penetrate appropriate financial institutions, achieve revenue targets, and drive sustainable growth.
• Potential to lead, motivate, and manage a high-performing team in this fast-growing business

Market Penetration:

• Identify and prioritize target financial institutions, including banks, credit unions, investment firms, and other relevant entities.
• Build and maintain a strong pipeline of qualified leads and opportunities through strategic networking, prospecting, and relationship management.

Relationship Building:

• Cultivate and nurture relationships with key decision-makers, executives, and stakeholders within financial institutions.
• Collaborate closely with cross-functional teams, including marketing, product, and customer success, to ensure alignment and maximize customer satisfaction.

Problem Solving:

• Ensure client satisfaction post sale by owning and resolving client queries or pain points.

Solution Selling:

• Understand the document generation and the changing regulatory environment for structured products and OTC derivatives.
• Identify unique challenges and needs of financial institutions and position our SaaS solutions as transformative tools to address these challenges.
• Conduct effective product demonstrations, presentations, and workshops that showcase the value and benefits of our software offerings and platforms.

Negotiation and Closing:

• Lead negotiations of complex deals, contracts, and pricing agreements with a focus on driving value for both the customer and the company.
• Work closely with legal and finance teams to ensure contracts and agreements are executed accurately and efficiently.

Market Insights:

• Stay current on industry trends, market developments, and competitive landscape within the financial institutions sector.
• Utilize market insights to refine sales strategies, adapt to changing conditions, and identify new growth opportunities.

Qualifications:

• Bachelor's degree in Business, Sales, Marketing, Finance, or a related field; MBA or relevant advanced degree is a plus.
• Proven track record of 7–10 years in financial markets, ideally with direct exposure to structured products.
• Excellent communication, presentation, and interpersonal skills.
• Deep understanding of the financial institutions, stakeholder management including regulatory compliance, technology trends, and all associated pain points.
• Ability to travel as needed to attend industry events, client meetings, and company headquarter.

WSD is an employer that values diversity. We highly encourage applications from appropriately qualified and eligible candidates irrespective of age, race, religion, national origin, gender, sexual orientation, gender identity and/or expression, veteran status, disability, or any other status protected by applicable law.