Sales Director - Banking/Financial Services/Insurance

TELUS Digital
•$100,000 - $190,000

About The Position

TELUS Digital, Salesforce Practice is seeking driven Sales Directors with the grit and energy to help grow and scale the business. The Sales Director is responsible for leadership and support throughout the customer engagement and solution implementation lifecycle. They are accountable for identifying and driving new opportunities with new and existing customers to meet revenue quota/targets. This role requires an experienced sales leader in the Insurance/Banking-Financial services industry with experience selling Salesforce solutions. They should be strategic thinkers who understand customer motivations to carve out the right engagement, possess business analysis and critical thinking skills, and work closely with pre-sale, delivery experts, and industry experts to effectively shape deals.

Requirements

  • 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
  • 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 other collaboration and project management tools (e.g. – MS Teams, Quip, Slack, Smartsheet, Lucidchart, etc.)
  • People leadership — Must have demonstrated leadership skills in developing and growing long term, high value client relationships
  • Teamwork — Ability to effectively team with peers in a large, matrixed organizations, including significant experience with off-shore teams and delivery
  • Client focus — Must apply a client-centric mindset and ensure that all projects keep clients’ stated needs and goals top of mind.
  • Accountability — Must be willing to take ownership of and responsibility for clients success
  • Communication and presentation skills — Must present complex information to both technical and non-technical audiences.
  • Innovation, creativity, and problem-solving — Should be willing to think outside the box when confronting project challenges, building out practice assets and defining methods to train delivery resources.
  • Strategy - Must be able to lay out a strategy or roadmap for clients onboarding or amidst a digital transformation anchored in Financial Services use cases
  • Must have a strong commitment to living in service to others
  • Be of outstanding character; a leader who influences others to become the best versions of themselves and demonstrates wisdom, integrity and resilience even in tough times
  • Be a keenly intelligent builder, dedicated doer, and empathetic leader who enjoys developing teams and creative strategies

Nice To Haves

  • Salesforce ecosystem experience highly desired

Responsibilities

  • Generate leads sourced through partnerships with Salesforce sales leaders or direct via strategic sales motions.
  • Work with prospects and existing clients to identify, nurture, and develop opportunities.
  • Own the opportunity and adhere to sales processes, including timely maintenance of pipeline and forecasts.
  • Collaborate closely with TELUS Digital Salesforce Practice presales and industry teams to bring the right points of view, solutions, and proposals to customers, ensuring timelines are met.
  • Nurture relationships with aligned Salesforce sales teams supported by account planning, team building, and enablement activities to drive pipeline.
  • Develop and execute an account and sales plan to grow business for TELUS Digital, Salesforce Practice Insurance/Banking-Financial services.
  • Own a quota of $4M+ and sell cross-cloud Salesforce services to meet/exceed quota across Enterprise, Commercial, and SMB accounts.
  • Perform business development duties, including market and territory analysis, new business opportunity identification, marketing campaign and pre-sales leadership, pursuit and solution proposal leadership, contract negotiation and execution, post-sale customer success engagement, existing customer retention and growth, facilitation of long-term relationships with customers and partners, with a strong emphasis on nurturing Salesforce field sales relationships.
  • Execute daily pipeline management in Salesforce and provide weekly forecast, pipeline, and activity reports.
  • Collaborate closely and effectively with TELUS Digital Salesforce Practice Insurance/Banking-Financial services Practice leadership, marketing, business development, and consulting colleagues.
  • Develop Statement of Work including defining business challenges and summarizing recommended solutions in collaboration with Pre-sales and Delivery leadership. Understanding how Salesforce, AI, and unification of data work together to draft a solution vision is expected.
  • Create a portfolio of new logos and existing customer expansion.
  • Maintain an in-depth knowledge of TELUS Digital, Salesforce Practice credentials and Salesforce solutions and roadmap.
  • Transition the deal to the delivery team with appropriate knowledge sharing sessions when fully executed.
  • Stay engaged with the Customer during delivery to assess any new opportunities or contract extensions.
  • Successfully articulate TELUS Digital Salesforce Practice and Salesforce credentials in the context of effective discovery regarding prospect/customer requirements, leading to proposed solutions.
  • Drive business development with the proper information, tools, and subject matter expertise to sell engagements within their solutions and offerings, partnering with industry sellers.
  • Build and develop relationships with Salesforce executives, field sales teams, and own account planning, including key pursuits.
  • Propose accelerators to scale offerings while driving down cost to implement.
  • Complete Trailheads and Salesforce Certification on Salesforce Administrator, Agentforce, and Data Cloud within 12 months of joining.
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