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Associate Director, Field Sales (Financial Services) - Remote R0047770

Posted about 10 hours agoViewed

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💎 Seniority level: Director, 7 years

📍 Location: United States

🔍 Industry: Financial Services

🗣️ Languages: English

⏳ Experience: 7 years

🪄 Skills: LeadershipProject ManagementBusiness DevelopmentPeople ManagementSalesforceCross-functional Team LeadershipFinancial ManagementCommunication SkillsMentoringNegotiationPresentation skillsWritten communicationComplianceCoachingExcellent communication skillsAccount ManagementNegotiation skillsVerbal communicationClient relationship managementRelationship managementSales experienceMarket ResearchTeam managementStrategic thinkingCRMFinancial analysisCustomer SuccessBudget management

Requirements:
  • Minimum of 7 years’ combined successful commissioned sales experience and sales management experience required.
  • Industry experience and customer contacts; build or elevate brand presence in the specialty lending industry (e.g., on boards, relationships with associations)
  • Proven track record of meeting and exceeding sales targets
  • Experience leading, managing, coaching, and achieving results through sales leaders and team members
  • Communicate with senior levels of management in a clear, concise and effective way, internally and externally, virtually and face-to-face
  • Facilitate and drive value during internal and customer meetings, especially with senior executive audiences
  • Identify and aggressively pursue new revenue or cross-sell opportunities in alignment with the CS strategic direction and policies
  • Foster an effective, collaborative and team-oriented environment, and collaborate with others across the organization
  • Lead, manage, coach, and inspire Sales team members
  • Develop and mentor new and existing team members of varying levels of experience. Ability to maintain a motivated and disciplined environment.
  • Drive to connect with team members, cultivate excitement, and develop talent
  • Stay organized and effectively manage multiple priorities at once
  • Strong project leadership and change management skills.
  • Strong analytical, creative thinking, problem solving and decision-making skills.
  • Strong planning, organization, prioritization and time management skills—highly efficient.
  • Strong negotiation skills.
  • High degree of personal integrity and ethics.
  • PC knowledge and experience with basic knowledge of technology components and business applications.
  • Excellent written and verbal communication skills; group facilitation and presentation skills.
  • Team oriented, cooperative, and flexible.
  • Ability to form judgments, develop recommendations and make decisions based on limited data.
Responsibilities:
  • Develop and implement plans and strategies to define and execute an integrated Compliance Solutions sales strategy in alignment with the Head of Sales strategic direction
  • Identify and monitor potential customers within Specialty verticals and build relationships at those potential accounts
  • Integrate Specialty accounts obtained in future acquisitions to enable growth and ensure a seamless transition process
  • Solicit input from other sales leaders to determine effective thresholds for account segmentation; apply criteria to future acquisitions and integrate as needed
  • Establish sales targets for accounts and reps based on overall sales strategy to maximize revenue; hold sales team accountable to metrics by managing forecasts, budget, and coaching
  • Provide insights into sales team’s performance and identify strategies / growth opportunities that help WK Compliance Solutions meet its revenue, growth and retention objectives
  • Monitor the pipeline and identify accounts with potential new or cross-sell opportunities
  • Develop a set of standard operating procedures (sales methodology, process, tools) that incorporate best practices, and manage performance against success metrics
  • Create a workforce planning strategy, hire approved positions, and develop additional field sales resources, as needed, to drive and maintain high performance
  • Provide coaching to Field Sales Reps to support deal closure and develop team talent
  • Foster a highly engaged, motivated, and strong-performing culture
  • Develop effective internal business relationships with other sales leaders including Technical Sales, Customer Success, and Sales Support
  • Develop knowledge of industry specific trends, regulations, and engage
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