Sales Director – Financial Services & Insurance

Sales Director – Financial Services & Insurance

Requirements

• A minimum of 15+ years in financial services sales or software subscription sales, with commercial leadership responsibilities at the second level or higher.
• Strong proficiency in financial technologies and solutions related to both customer and employee experience.
• Demonstrated experience in leading high performance large-scale, diverse, and global sales functions within the financial services industry.
• Bachelor’s or advanced degree in business, finance, or a related field.
• Comfortable working in a fast-paced, unstructured, and highly competitive environment.
• Strong communication, presentation, and storytelling abilities, with a talent for building relationships.

Responsibilities

• Work closely with the financial services leadership team to craft and implement a strategic sales plan focused on expanding our offerings while identifying high-growth opportunities, target customer segments, and competitive differentiation in both customer and employee experience.
• Leverage your expertise in financial services solutions and customer/employee experience management to achieve substantial annual business expansion, aiming for 50%+ growth.
• Demonstrate a proven ability to influence and close high-value contracts, ensuring strategic alignment and long-term value creation for financial services clients.
• Exceed customer expectations and foster trust with financial stakeholders by consistently delivering outstanding service, particularly for large-scale contracts in both customer and employee engagement.
• Foster an innovative and high-performing sales culture that emphasizes collaboration, continuous learning, and sharing best practices among team members.
• Exhibit a strong grasp of commercial strategies, including deal structures, pricing models, and key performance metrics specific to the financial services industry.
• Inspire a mindset of transformation and adaptation, guiding your team to excel in a rapidly evolving financial landscape.
• Manage a team of North America leaders focusing on both enterprise and mid-market financial services clients, addressing needs across customer and employee engagement.
• Provide guidance in sales strategy, pipeline management, and career development to help your direct reports excel in both customer and employee experience sales.
• Attract and nurture a talented team of sales professionals skilled in the nuances of financial services sales related to customer and employee experience.
• Train your team on navigating complex financial services sales processes, including stakeholder engagement and contract negotiations related to holistic experience management.
• Develop professional relationships with existing clients and prospects within financial services organizations, engaging at all levels, focusing on both customer and employee experience improvements.
• Maintain in-depth knowledge of Qualtrics’ financial services offerings, particularly in areas relating to both customer and employee experience and artificial intelligence within the financial sector.
• Keep abreast of the competitive landscape to assist in crafting proposals that resonate with financial services clients focused on enhancing customer and employee experiences.
• Develop positive relationships with other internal areas at Qualtrics, such as Professional Services and Implementation, to ensure a cohesive and collaborative approach to customer engagement.

Preferred Qualifications

No preferred qualifications provided.