Sales Director, Salesforce Financial Services

Saasinct is a woman-owned business that embraces equality, diversity, inclusion, education, and access to career development. As an East Coast-based Salesforce implementation partner, we serve Financial Services organizations, including Capital Markets, Wealth and Asset Management, and Private Equity.

We empower these organizations to become more tech-savvy and strategically aligned through Salesforce. We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center.

We win when we earn the trust and ongoing partnership of our clients, and we do that by continually finding better ways to collaborate, solve complex problems, and deliver practical solutions.

Role

The Sales Director, Salesforce Financial Services will build Saasinct’s new-business sales motion and own the full cycle from first relationship through signed Statement of Work. This is a quota-carrying role with a $2–3 million annual booked-revenue target, working directly with our founder and delivery leaders.

In your first 90 days, you will learn our customers, offerings, current pipeline and partner relationships; establish a credible pipeline baseline; and build a focused sales plan. Over the next 12–24 months, you will grow qualified pipeline and bookings through new clients, expansion and Salesforce partnerships, while making the sales motion more predictable and ensuring clean handoffs to delivery.

• Own a $2–3 million annual eligible booked-revenue target, with a clear sales plan that accounts for deal size, sales cycle and delivery capacity.
• Open doors with Saasinct’s leadership team, creating introductions to prospective clients, Salesforce leaders and strategic partners.
• Create new-logo and expansion opportunities in support of a robust pipeline through targeted outreach, warm introductions, Salesforce co-sell activity, referrals, and industry relationships.
• Build and execute a focused sales plan across private equity and private markets, capital markets, wealth and asset management, insurance, fintech, and lending.
• Maintain a regular in-person presence at Salesforce Tower New York, partner events, industry gatherings, and priority client meetings.
• Develop and manage trusted relationships with Salesforce Account Executives, Solution Engineers, Partner Account Managers, and other ecosystem leaders.
• Lead the full opportunity lifecycle: prospecting, qualification, discovery, account strategy, solution shaping, proposal development, commercial negotiation, and close.
• Partner with Saasinct leadership and delivery experts to translate client needs into clear approaches, estimates, pricing, proposals, and Statements of Work.
• Track the full sales funnel, including qualified opportunities, stage conversion, win rate, average deal size, sales cycle and source of each opportunity.
• Establish the starting pipeline baseline, grow qualified pipeline year over year, and provide a clear weekly view of opportunity quality, risk and expected bookings.
• Coordinate clean sales-to-delivery handoffs so client expectations, scope, commercial terms, and relationship context are understood before work begins.
• Bring market intelligence back to leadership to sharpen Saasinct’s offerings, positioning, partner strategy, and future growth investments.
• Build and codify a repeatable sales playbook and inform how Saasinct builds its broader growth function over time.

• Eight or more years of midmarket sales, business development, client-partner, or account leadership exp erience in financial-services technology, consulting, or professional services.
• At least five years in a quota-carrying role with documented success owning…