Senior Account Director - Banking; East

Senior Account Director - Banking (East)

Location:

Remote, USA – New England Region or NYC

Employment Type:

Full-Time

Compensation Range: $125,000 – $170,000 (US candidates) plus benefits, variable compensation, and equity.

Summary

A Senior Account Director is responsible for driving new business growth within a defined territory. The role focuses on identifying, developing, and closing net‑new customer opportunities, with a strategic emphasis on expanding One Stream’s footprint into untapped markets and organizations.

The Senior Account Director will take full ownership of pipeline generation and progression, leveraging a consultative, value‑based sales approach to demonstrate how One Stream’s SaaS platform addresses complex business needs. This role engages C‑level stakeholders, navigates enterprise sales cycles, and builds strong, trust‑based relationships with prospective clients.

Success in this role requires a self‑starter with exceptional prospecting capabilities, a deep understanding of the financial and operational challenges facing modern enterprises, and a passion for winning new business.

The Senior Account Director collaborates cross‑functionally with Marketing, Pre‑Sales, Business Development, and Strategic Alliances to maximize market reach and accelerate deal velocity. While some collaboration with existing accounts may occur, the primary focus is new logo acquisition and revenue growth.

Ideal candidates are based in the New England or New York regions. Travel may be required up to 50% or more to meet sales objectives and company events.

Primary Duties and Responsibilities

• New Business Development: Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals.
• Account Expansion: Identify upsell and cross‑sell opportunities by understanding evolving customer needs and aligning them with One Stream’s solutions.
• Pipeline Generation: Build and maintain a healthy pipeline through self‑sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances.
• Salesforce Hygiene: Maintain clean, accurate, and up‑to‑date Salesforce records to support data‑driven decision making, forecast accuracy, and cross‑functional alignment.
• Sales Execution: Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with One Stream’s value proposition.
• Quota Achievement: Balance new business and existing account growth to meet or exceed sales targets.
• Customer Partnership: Serve as a consultative partner, delivering insights and value that support long‑term customer success and retention.
• Value Communication: Clearly articulate One Stream’s differentiators through compelling written, virtual, and in‑person presentations.
• Opportunity Management: Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders.
• Needs Assessment: Conduct discovery sessions, research, and demos to assess and align One Stream offerings with client challenges.
• Proposal Development: Create high‑impact proposals and responses to client requests, supporting revenue growth and strategic alignment.
• Cross‑Functional Leadership: Contribute to key internal initiatives (e.g., sales enablement, process improvement) and may deputize for the Sales Director as needed.
• Mentorship & Sales Excellence: Lead by example through professional and collaborative selling, mentor team members on sales best practices, and support employee engagement initiatives.

Required Education and Experience

• 10+ years of B2B sales experience, with a strong focus on new business; high‑potential candidates with less experience may also be considered.
• Demonstrated success in consultative software sales focused within banking or financial services, navigating complex and regulated environments, engaging senior‑level stakeholders, and aligning solutions to banking operational, regulatory, and financial priorities.
• Proven track record of consistently exceeding quotas through net‑new customer acquisition.
• Proven success in prospecting, pipeline generation, and closing complex deals.
• Hunter…