AVP Strategic Financial Services

Date PostedMay 27, 2026LocationNot specifiedCompanySalesforceSalary$239,400 - $352,250TypeSenior Level

Job Summary

The Area Vice President (AVP), Strategic Financial Services will lead, drive, and grow sales for the Banking, Wealth & Asset Management, and Insurance vertical. This role involves managing a sales organization, including Regional Vice Presidents and Account Executives, to drive complex transactions. The leader will be responsible for setting acquisition strategies, accurate sales forecasting, and cross-functional collaboration to ensure business growth.

Responsibilities

  • Lead and grow sales for Financial Services vertical
  • Manage Regional VPs and Account Executives
  • Set and execute customer acquisition strategies
  • Provide accurate sales forecasting
  • Collaborate with cross-functional field teams

Required Skills

  • 8+ years of software/application sales experience
  • 2nd/3rd line leadership in strategic sales
  • Experience selling to C-suite/CxO level
  • Proven track record of quota overachievement
  • Expertise in cloud-based enterprise applications

Job Details

Job Profile: The Area Vice President (AVP), Strategic Financial Services will lead, drive and grow sales for the Banking, Wealth & Asset Management and Insurance vertical. This executive will assume leadership of a growing sales organization, including Regional Vice Presidents and Account Executives to help drive complex transactions. - Set and execute an aggressive customer acquisition strategy to generate annual growth in ACV bookings. - Maintain key customer relationships and develop and implement strategies for growing the company's Strategic Financial Services vertical focus and customer base. - Provide detailed and accurate sales forecasting. - Manage overall sales process, set appropriate metrics for sales funnel management. - Plan and manage at both the strategic and operational levels. - Work cross-functionally with all field teams (Account Development, Solution Engineering, Consulting Services, Customer Success, Channels, etc). - Establish trusted relationships with key corporate teams, including industry marketing, product development, product management and recruiting. Required Skills/Experience: - 2nd or 3rd line leadership experience leading teams in the Strategic segment and/or industry sales. - Strong track record of recruiting, developing and retaining an impactful sales organization. - Consistent overachievement of quota and revenue goals. - Proven relationships with key stakeholders across the Financial Services industry. - 8+ years in software and/or applications sales (ideally an IT centric solution/application software, selling primarily to the CxO level). - Proven track record of building satisfied, loyal and reference-able customers. - C-suite level resources, aligned with Area Vice Presidents, Regional Vice Presidents, Account Executives and internal leadership teams to present a single front internally and help represent a single vision for our customers. - Proven success working within a highly matrixed organization and establishing strong relationships across all functions. - Value based, customer outcome focused sales motion. - Strong operational and analytical abilities. - Experience selling cloud based enterprise applications is strongly preferred. - Degree or equivalent relevant experience required.