Sales Director - Banking/Financial Services/Insurance

Overview

Sales Director for TELUS Digital's Salesforce Practice in the Banking/Financial Services/Insurance (BFSI) industry, responsible for leading the customer engagement and solution implementation lifecycle and driving new and existing revenue opportunities.

What you'll do

• Develop and execute an account and sales plan to grow business for TELUS Digital Salesforce Practice in Insurance/Banking-Financial services.
• Own a quota of $4M+ and sell cross-cloud Salesforce services to meet or exceed quota across Enterprise, Commercial and SMB accounts.
• Generate leads sourced through partnerships with Salesforce sales leaders or direct via strategic sales motions.
• Work with prospects and existing clients to identify, nurture and develop opportunities.
• Own the opportunity and adhere to sales processes, including timely maintenance of pipeline and forecasts.
• Perform business development duties, including market and territory analysis, new business opportunity identification, marketing campaign and pre-sales leadership, pursuit and solution proposal leadership, contract negotiation and execution, post-sale customer success engagement, and existing customer retention and growth.
• Execute daily pipeline management in Salesforce and provide weekly forecast, pipeline, and activity reports, as directed.
• Collaborate closely with TELUS Digital Salesforce Practice Insurance/Banking-Financial services leadership, marketing, business development, and consulting colleagues.
• Develop Statement of Work, defining business challenges and summarizing recommended solutions in collaboration with Pre-sales and Delivery leadership.
• Create a portfolio of new logos and existing customer expansion.
• Maintain in-depth knowledge of TELUS Digital Salesforce Practice credentials and Salesforce solutions and roadmap.
• Transition the deal to the delivery team with appropriate knowledge sharing sessions when fully executed.
• Stay engaged with the customer during delivery to assess new opportunities or contract extensions.
• Propose accelerators to scale offerings while driving down cost to implement.
• Nurture relationships with aligned Salesforce sales teams, including account planning and team building, and build relationships with Salesforce executives and field sales teams.

What you'll need

• 3+ years of Salesforce Consulting sales experience specific to Insurance and/or Banking Financial Services.
• 2+ years of systems integration sales experience.
• 5+ years selling technology solutions.
• Documented and sustained track record of sales success.
• Must be authorized to work for any U.S. employer.
• Experience partnering with C-level executives as a trusted advisor.
• Experience with end-to-end implementation of Salesforce solutions.
• Solid judgment and problem-solving skills.
• Ability to manage multiple projects or priorities.
• Strong influence, communication, and negotiation skills.
• Strong experience collaborating with business process owners, program/project management leaders, and technical teams to develop solution proposals.
• Experience with large scale technology projects.
• Experience working with technical and creative project teams.
• Proficient in G-Suite and Microsoft Office apps and other collaboration and project management tools (e.g., MS Teams, Quip, Slack, Smartsheet, Lucidchart).
• Demonstrated leadership skills in developing and growing long-term, high-value client relationships.
• Ability to team effectively with peers in a large, matrixed organization, including significant experience with off-shore teams and delivery.
• Client-centric mindset ensuring projects keep clients' stated needs and goals top of mind.
• Willingness to take ownership of and responsibility for client success.
• Ability to present complex information to both technical and non-technical audiences.
• Ability to lay out a strategy or roadmap for client onboarding or digital transformation anchored in Financial Services use cases.
• Strong commitment to living in service to others; outstanding character, demonstrating wisdom, integrity and resilience.
• Keenly intelligent builder, dedicated doer, and empathetic leader who enjoys developing teams and creative strategies.

Nice to have

• Salesforce ecosystem experience.
• Complete Trailheads and Salesforce Certification within 12 months of joining: Salesforce Administrator, Agentforce, Data Cloud.

Details

• Location: East (remote, US).
• Approximately 30 percent travel.
• Must be authorized to work for any U.S. employer.