Sales Director

Sales Director (SaaS) | NYC (Hybrid) We are seeking a motivated Sales Director to lead enterprise sales efforts for an innovative SaaS platform designed for financial institutions. This role provides an exciting opportunity to drive growth by managing sales of a cutting-edge data lifestyle management solution to hedge funds, asset managers, and private equity clients. Key Responsibilities Own and manage the full sales cycle, navigating complex enterprise deals within the financial services sector. Develop and execute strategic account plans to expand existing client relationships and acquire new business. Collaborate with marketing, product, and customer success teams to refine sales strategies and enhance customer engagement. Engage multiple stakeholders, including senior executives and procurement teams, throughout the sales process. Deliver compelling product demos and discovery sessions that clearly address client challenges and demonstrate value. Negotiate contract terms and pricing to close mutually beneficial deals. Maintain rigorous CRM discipline to ensure accurate pipeline and forecast management. Travel domestically and internationally for client meetings and industry events as needed. Provide market insights and client feedback to support product development and go-to-market strategy. Qualifications 3-9 years of successful SaaS sales experience, preferably within financial services or enterprise markets. Proven ability to manage complex, multi-stakeholder sales cycles and close enterprise-level deals. Strong consultative selling and strategic account management skills. Excellent communication and presentation skills, both virtual and in-person. Highly organized with excellent time management and CRM proficiency. Resilient and self-motivated, capable of working independently in a dynamic environment. Familiarity with sales methodologies such as MEDDICC or Challenger is a plus. Knowledge of financial markets or alternative data advantageous. Bachelor’s degree or equivalent experience. Location & Travel: This is a hybrid role based in New York City, with domestic and international travel expected. Desired Skills And Experience 3-9 years of successful B2B SaaS sales experience, with a strong track record in the financial services sector Proven ability to navigate complex enterprise sales cycles, engaging multiple stakeholders and decision-makers Demonstrated expertise in selling to financial institutions, including banks, credit unions, and fintech companies Skilled in building and maintaining relationships with C-level executives and key influencers Proficient in utilizing CRM systems (e.g., Salesforce) for pipeline management and forecasting Familiarity with sales methodologies such as MEDDICC, SPIN, or Challenger Sales Strong presentation and communication skills, both virtually and in-person Resilient and adaptable, with a passion for technology and delivering client-focused solutions Bachelor’s degree or equivalent professional experience.

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