What are the responsibilities and job description for the Sales Director – BFSI (FinTech) position at Umanist NA?
Roles & Responsibilities
New Business Development
New Business Development
- Identify, prospect, and acquire new banking and financial institution clients for software services and products.
- Build a robust pipeline by leveraging industry networks, targeted outreach, and cold prospecting.
- Develop tailored strategies to penetrate key accounts and expand market presence.
- Consult with banking clients to understand their unique challenges, needs, and priorities.
- Collaborate with technical teams to develop and propose customized solutions.
- Stay informed about trends, regulations, and emerging technologies in the banking sector.
- Position the company as a thought leader by sharing insights and participating in industry events and forums.
- Identify opportunities to cross-sell and upsell within existing banking accounts.
- Manage the entire sales cycle, from initial prospecting to contract negotiation and closure.
- Work with internal teams to ensure seamless delivery of software solutions post-sale.
- Achieve and exceed revenue targets through disciplined pipeline management and strategic planning.
- Partner with marketing to create campaigns and sales materials that resonate with banking clients.
- Use CRM tools to manage leads, track progress, and provide accurate sales forecasts.
- Report on performance metrics, market trends, and feedback to leadership.
- Bachelor’s degree in Business, Computer Science, or a related field (MBA preferred).
- 10 years of experience in technology sales, with a strong focus on the banking and financial services industry.
- Proven success in selling software solutions such as digital transformation services, or AI-driven services and products.
- Strong understanding of banking industry challenges, trends, and regulatory frameworks.
- Expertise in consultative and solution-based selling techniques.
- Proficiency with CRM tools like Salesforce
- Entrepreneurial and results-oriented mindset with a passion for closing deals.
- Exceptional interpersonal, negotiation, and presentation skills.
- Ability to build trust with C-level executives and decision-makers.
- Resilient, adaptable, and able to thrive in a competitive, fast-paced market.
Salary : $165,000 - $180,000