Regional Sales Director, Retail Lending

Finastra

112d

About The Position

As the Eastern Regional Director for our Retail Lending Sales and Account Management teams, you will lead three dynamic territories — Southeast, Mid-Atlantic, and Northeast. Each team includes a Territory Leader, Account Executives focused on client success, retention, and revenue growth across a strategic portfolio of financial institutions, and Sales Executives responsible for driving new client acquisition. In this role, you will oversee the day-to-day execution of the sales organization, shape go-to-market strategies, manage forecasting and sales execution, demand generation, and collaborate closely with Sales Operations to optimize CRM usage and operational reporting. This is a quota-carrying leadership position that reports directly to the VP of Sales and demands a strong blend of strategic vision, team development, and direct client engagement.

Requirements

• Deep understanding of financial services, particularly retail lending solutions and client operating environments.
• Exceptional communication, presentation, and interpersonal skills.
• Proven ability to lead consultative sales efforts and articulate solution value and ROI.
• Strong strategic thinking and problem-solving capabilities.
• Proficiency in CRM tools and Microsoft Office Suite.
• 8+ years in financial services with a focus on account management or consultative sales.
• 5+ years in a leadership role managing client-facing teams.
• Experience working directly with financial institutions, preferably in retail lending.
• Demonstrated success in managing complex client relationships and driving revenue growth.
• Experience engaging with senior-level decision makers and navigating multi-stakeholder environments.

Nice To Haves

• Bachelor’s degree in Business, Finance, or related field; equivalent experience considered.

Responsibilities

• Drive achievement of sales targets and revenue goals for the Retail Lending Business Unit across the Eastern Region.
• Oversee day-to-day sales execution and go-to-market strategy, including pipeline development, forecasting accuracy, and territory planning.
• Lead, coach, and develop a team of Territory Leaders, Account Executives, and Sales Executives focused on client success, retention, and new client acquisition.
• Foster trusted relationships with key client stakeholders, including C-level executives, to understand their strategic priorities and business environments.
• Guide the team in delivering consultative, solution-based selling that clearly articulates the value of our retail lending offerings.
• Collaborate cross-functionally with Product, Services, Marketing, and other internal teams to support client needs and ensure timely delivery of proposals and solutions.
• Monitor account health and proactively address risks to retention or growth; serve as an escalation point for complex client issues.
• Champion a culture of continuous improvement, innovation, and client-centricity across the team.
• Represent the company at industry events, user groups, and trade shows to enhance brand visibility and deepen client engagement.
• Manage team operations including budgeting, expense approvals, performance evaluations, and talent acquisition.

Benefits

• Unlimited vacation, based on your location and business priorities.
• Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Access confidential one-on-one therapy through our Employee Assistance Program.
• Unlimited personalized coaching via our coaching app.
• Access to our Gather Groups for emotional and mental support.
• Medical, life & disability insurance, retirement plan, lifestyle and other benefits.
• Paid time off for volunteering and donation matching.
• Participation in multiple DE&I groups for open involvement.
• Access online learning and accredited courses through our Skills & Career Navigator tool.
• Global recognition program, Finastra Celebrates.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees