Senior Director of Sales, Financial Services

Precisely

. Coach, develop, and retain a team of enterprise account executives .

Posted 10/31/2026full-timeRemote • New York • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in enterprise software sales management, with a strong focus on coaching teams to engage CXO-level executives and technical buyers. Proficient in utilizing data analytics and AI tools to drive pipeline growth and improve sales performance in the capital markets and banking sectors.

Highest-signal resume keywords

Enterprise Software Sales ManagementCoaching CXO-Level EngagementMEDDPICC Methodology FluencyAI-Driven Selling PracticesCapital Markets Domain Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementPipeline AnalyticsQuota Attainment ImprovementDeal Size ExpansionAccount PlanningMulti-Solution Deal CoachingMetrics-First Operating StyleAI Tools UtilizationSaaS ExperienceData Analytics

Soft Skills

Team DevelopmentStrategic ThinkingCommunication SkillsRelationship BuildingCoaching

Tools & Technologies

AI-Assisted CRMConversation Intelligence ToolsSignal-Based Prospecting ToolsPipeline Analysis ToolsData Integrity Suite

Industry Keywords

Capital MarketsBankingFinancial ServicesEnterprise Account ManagementHigh-Growth SaaS Environment

About the role

Key responsibilities & impact

Coach, develop, and retain a team of enterprise account executives
Build individual development plans tied to measurable milestones
Develop AEs to engage CXO, CDO, data engineer, and developer buyers
Coach multi-solution, platform-level deals across the Data Integrity Suite
Expand account plans, whitespace, average selling price, and strategic multi-year commitments
Run weekly and quarterly operating cadences including pipeline reviews, deal inspections, forecast calls, and QBRs
Enforce MEDDPICC rigor in active opportunities
Use pipeline analytics, win/loss data, activity metrics, and conversation intelligence for evidence-based coaching
Be personally present in strategic accounts and lead executive briefings, roadmap discussions, and escalations
Partner with BDR, marketing, GSI, and advisory ecosystems to build pipeline and partner coverage
Drive proactive outbound account planning across the US and Canada
Coordinate with SE, Customer Success, Renewals, Product, and Marketing
Feed field intelligence back into the product roadmap

Requirements

What you’ll need

7+ years of enterprise software sales
2+ years in a first-line sales management role
Deep capital markets and banking domain knowledge
Understanding of data, AI, and analytics priorities in financial services organizations
Ability to coach teams engaging CXO-level executives and technical/developer buyers
Track record of improving quota attainment, deal size, pipeline coverage, and ramp time
Metrics-first operating style using pipeline data, win/loss analysis, activity analytics, and conversation intelligence
MEDDPICC or equivalent methodology fluency at team level
Experience coaching multi-product, platform-level deals and expanding account whitespace
New York-based or willing to be
Willingness to travel up to 50% across the US and Canada
Hands-on use of AI tools for account research, call preparation, pipeline analysis, and deal coaching
Experience with AI-assisted CRM hygiene and signal-based prospecting tools
Ability to define and scale AI-driven selling practices across the team
SaaS experience strongly preferred
Familiarity with Precisely's product footprint or adjacent data platforms preferred
Existing executive relationships at major capital markets firms or banks in the Americas preferred
Experience in a PE-backed, high-growth SaaS environment preferred

Benefits

Comp & perks

100% remote work anywhere in the US
Travel up to 50% across the US and Canada
Clear path to VP for strong performance