Sales Director – Banking, Financial Services, Insurance

TELUS Digital

. Lead and support customers throughout the engagement and solution implementation lifecycle .

Posted 10/7/2026full-timeRemote • United StatesLead💰 $100,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Salesforce Consulting sales, particularly within the Insurance and Banking-Financial Services sectors, with a strong focus on client success and relationship management. Proven ability to develop and execute strategic sales plans, manage pipelines, and collaborate effectively across teams to drive revenue growth.

Highest-signal resume keywords

Salesforce Consulting Sales ExperienceSystems Integration Sales ExperienceEnd-to-End Implementation of Salesforce SolutionsClient Relationship ManagementSalesforce Certifications

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

Salesforce SolutionsSales Pipeline ManagementMarket and Territory AnalysisContract NegotiationSalesforce Ecosystem ExperienceTechnology Solutions SalesAccount PlanningDigital Transformation StrategiesProject ManagementLead Generation

Soft Skills

Strong Communication SkillsProblem-Solving SkillsInfluence SkillsClient-Centric MindsetTeam Development

Tools & Technologies

SalesforceG-SuiteMicrosoft OfficeMS TeamsQuipSlackSmartsheetLucidchart

Certifications & Qualifications

Salesforce Certifications

Industry Keywords

InsuranceBanking-Financial ServicesSales SuccessC-Level Executive EngagementTechnology Projects

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Lead and support customers throughout the engagement and solution implementation lifecycle
Identify and drive new opportunities with new and existing customers to meet revenue quotas and targets
Generate leads through Salesforce partnerships and strategic sales motions
Identify, nurture, and develop opportunities with prospects and existing clients
Own opportunities and maintain pipeline and forecasts according to sales processes
Collaborate with presales, delivery, industry, marketing, business development, and consulting teams to shape deals, solutions, and proposals
Develop and execute account and sales plans for TELUS Digital’s Salesforce Practice in Insurance and Banking-Financial Services
Own a quota of $4M+ and sell cross-cloud Salesforce services across Enterprise, Commercial, and SMB accounts
Perform market and territory analysis, identify new business opportunities, lead marketing campaigns and presales, lead pursuits and solution proposals, negotiate and execute contracts, support post-sale customer success, and retain and grow existing customers
Execute daily pipeline management in Salesforce and provide weekly forecast, pipeline, and activity reports
Develop Statements of Work defining business challenges and recommended solutions in collaboration with presales and delivery leadership
Create a portfolio of new logos and expand existing customers
Maintain knowledge of TELUS Digital Salesforce Practice credentials and Salesforce solutions and roadmap
Transition executed deals to delivery teams with appropriate knowledge-sharing sessions
Stay engaged with customers during delivery to identify new opportunities and contract extensions
Articulate TELUS Digital and Salesforce credentials through effective discovery and proposed solutions
Build relationships with Salesforce executives and field sales teams and own account planning and key pursuits
Propose accelerators to scale offerings and reduce implementation costs
Complete required Trailheads and Salesforce certifications within 12 months of joining

Requirements

What you’ll need

3+ years of Salesforce Consulting sales experience specific to Insurance and/or Banking Financial Services
2+ years of systems integration sales experience
5+ years selling technology solutions
Documented and sustained track record of sales success
Must be authorized to work for any U.S. employer
Approximately 30 percent travel
Experience partnering with C-level executives as a trusted advisor
Experience with end-to-end implementation of Salesforce solutions
Salesforce ecosystem experience highly desired
Solid judgment and problem-solving skills
Ability to manage multiple projects or priorities
Strong influence, communication, and negotiation skills
Strong experience collaborating with business process owners, program/project management leaders, and technical teams to develop solution proposals
Experience with large scale technology projects
Experience working with technical and creative project teams
Proficient in G-Suite and Microsoft Office apps and collaboration and project management tools such as MS Teams, Quip, Slack, Smartsheet, and Lucidchart
Demonstrated people leadership skills in developing and growing long-term, high-value client relationships
Ability to work effectively in large, matrixed organizations, including significant experience with offshore teams and delivery
Client-centric mindset focused on clients’ stated needs and goals
Ownership and accountability for client success
Ability to present complex information to technical and non-technical audiences
Innovation, creativity, and problem-solving skills
Ability to develop strategies or roadmaps for client onboarding or digital transformation anchored in Financial Services use cases
Strong commitment to service-oriented leadership, integrity, resilience, team development, and empathy

Benefits

Comp & perks

Equal opportunity employer committed to a diverse and inclusive workplace
Remote work arrangement
Salesforce Administrator, Agentforce, and Data Cloud Trailhead and certification opportunities within 12 months of joining