Director – Assisted Banking Strategies

Candescent

. Lead the day-to-day sales relationship with Assisted Banking and Atleos sales organization leadership and translate the President’s strategic priorities into field-level execution .

Posted 11/12/2026full-timeRemote • Georgia • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading partner and channel sales strategies, managing recurring-revenue businesses, and executing complex software transactions. Possesses strong financial acumen and the ability to prepare high-level narratives for executive stakeholders.

Highest-signal resume keywords

Channel Sales ManagementRecurring-Revenue Business ExperienceCross-Functional LeadershipSaaS and Financial Technology ExpertiseExecutive Communication and Presentation Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ForecastingOpportunity ManagementDeal Strategy DevelopmentPipeline ManagementOrder ManagementImplementation CoordinationFinancial AcumenPartner Relationship ManagementSales OperationsModernization Program Execution

Soft Skills

Exceptional CommunicationNegotiation SkillsRelationship ManagementOperational ExecutionExecutive Presence

Tools & Technologies

SaaS PlatformsFinancial Technology SolutionsInteractive Teller SolutionsBranch Transformation TechnologiesProfessional Services Tools

Certifications & Qualifications

MBA or Equivalent Corporate Strategy Background

Industry Keywords

Enterprise SoftwareFinancial Services TechnologyB2B Banking TechnologyAssisted BankingChannel Ecosystems

About the role

Key responsibilities & impact

Lead the day-to-day sales relationship with Assisted Banking and Atleos sales organization leadership and translate the President’s strategic priorities into field-level execution
Develop relationships with Assisted Banking leadership, sellers, Professional Services leaders, and key channel partners
Establish engagement models and identify areas requiring presidential executive intervention
Lead and develop Candescent’s dedicated Assisted Banking partner-sales team and supporting resources
Direct and prioritize Solution Consulting resources against high-value opportunities
Own channel pipeline, bookings execution, ARR growth, renewals, expansion, and new-logo opportunities
Establish opportunity-management, funnel-review, forecasting, order-management, and bookings-reconciliation processes
Engage in significant opportunities and coordinate sales, technical, services, product, and executive resources
Lead pricing and deal strategy within commercial frameworks
Develop and execute an installed-base modernization program, including migration to current and next-generation solutions
Pursue new financial-institution clients and build repeatable new-demand sales motions
Enable sellers and channel partners through playbooks, training, demonstrations, product updates, competitive materials, and launch programs
Own commercial operations from sale through accurate order submission and delivery handoff
Ensure software and Professional Services orders are scoped, priced, processed, booked, and handed off for implementation
Coordinate implementation and upgrade projects with Professional Services leaders
Own the sales forecast and visibility into bookings, ARR, pipeline, renewals, modernization, expansion, and new-logo activity
Provide the President with performance, risk, opportunity, and executive-attention reporting
Create executive materials, dashboards, and presentations for the Board of Directors and institutional investors
Translate recurring-revenue metrics into strategic narratives and monitor macroeconomic trends, competitors, and business risks
Serve as a proxy for the President in high-level client, prospect, and partner environments
Coordinate cross-functional Sales, Solution Consulting, Product, Professional Services, Delivery, Support, Finance, Marketing, Legal, and Sales Operations resources
Serve as the primary operational escalation point for sales and channel issues

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Technology, Marketing, or a related field, or equivalent experience
10+ years of enterprise software, financial technology, channel sales, alliance sales, banking technology, or financial-services technology experience
Demonstrated success leading partner or channel sales motions and influencing partner sales organizations without direct organizational authority
Experience managing recurring-revenue businesses, partner-generated pipeline, renewals, expansions, new-logo pursuits, and sales forecasts
Experience leading and developing sales or partner-sales resources and deploying Solution Consulting or sales-engineering support
Strong understanding of SaaS and recurring-revenue models, partner ecosystems, enterprise sales, and go-to-market execution
Experience coordinating complex software and Professional Services transactions from opportunity through order, implementation handoff, and revenue realization
Strong cross-functional leadership skills coordinating Sales, Product, Solution Consulting, Professional Services, Delivery, Finance, Marketing, Legal, and Operations
Exceptional communication, negotiation, presentation, relationship-management, and operational execution skills
10+ years of progressive experience in corporate strategy, business management, and/or fintech commercial strategy
Deep understanding of enterprise SaaS, B2B banking technology, or institutional financial services environments
Investor-minded financial acumen and experience preparing high-level narratives for Boards, ELT members, or institutional investors
Exceptional executive presence; comfortable challenging assumptions internally and leading discussions with Tier-1 banking clients externally
MBA or equivalent corporate strategy background preferred
Experience with Assisted Banking, ATM/ITM technologies, Interactive Teller solutions, branch transformation, or related financial-technology platforms preferred
Experience working with large reseller or channel ecosystems serving financial institutions preferred
Experience driving installed-base modernization, platform upgrades, renewals, and expansion programs preferred
Proven ability to combine strategic partner relationship skills with disciplined sales management, forecasting, order execution, and operational follow-through preferred