Director, , Finance & Banking

Reports To: Vice President

Department: Sales – Lending Solutions

Location
:
Remote – United States

Evalueserve is a leading global company that develops innovative and sustainable solutions for a wide range of clients, including more than 30% of the Fortune 500 companies. With presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, domain-specific AI solutions, and deep subject matter expertise to elevate our clients' strategic decision-making and business impact. Our clients include Amazon, Deutsche Bank, Johnson & Johnson, McDonald's, Microsoft, Morgan Stanley, Nestlé, Novo Nordisk, and Procter & Gamble.

We have 5,000+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets such as Colombia, the Middle East and the rest of Asia‑Pacific.

Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK, we offer a dynamic, growth‑oriented, and open culture that prioritizes flexible work‑life balance, diverse and inclusive teams, and equal opportunities for all.

Watch this video to understand what it means to Elevate Your Impact at Evalueserve!

In lending, Evalueserve is a transformation partner with capabilities spanning the full credit lifecycle: origination, underwriting, portfolio management, and servicing. We streamline operations and accelerate loan cycles through a combination of global delivery, process re‑engineering, and AI‑enabled workflows.

Our specialists are equipped with a purpose‑built lending intelligence suite, anchored by our proprietary high precision IDP engine that extracts and processes financial data with 99.6% accuracy. This eliminates major data heavy bottlenecks, making tasks like financial spreading, covenant monitoring, and credit memo creation 70–80% faster.

• You will be responsible for setting and executing the sales strategy for potential CIB prospects as well as your allocated accounts
• Attend client meetings along with other sales team members (wherever necessary), both as coaching opportunities and to expand Evalueserve reach by elevating relationships
• Build advisory relationships with senior and C‑level client executives that anchor long‑term sustainable engagements with Evalueserve that are focused on strategic and priority areas
• Connect‑the‑dots about clients’ internal programs, competitive dynamics etc. to identify new opportunities for Evalueserve
• Lead, coach, and mentor teams, as well as work productively within a matrixed organization, on the ongoing major initiatives
• Ability to travel as needed

• 8+ years of Banking sales / business development experience across Commercial, Corporate, Investment Banks or Credit/lending organizations
• 8+ years proven experience in meeting or exceeding multi-million-dollar quotas selling solutions to Fortune 1000 companies
• Strong written and oral communication skills, articulation skills, listening skills, team‑playing skills, and interpersonal skills. Able to articulate views crisply and convincingly and adapt style to have the greatest impact on a given audience
• Attention to detail and quality-focused
• Take ownership of deliverables and proactively drive projects forward with a high level of responsibility and accountability.
• Demonstrate flexibility and commitment by going above and beyond core responsibilities to meet business and client needs.
• Undertake additional duties consistent with the role and evolving business priorities.
• Bachelor's degree in related field.

The following job description serves as an informative reference for the tasks you may be required to perform. However,…