Director, Strategic Solutions (Remote) — Financial Services Growth

Innovis Data Solutions, Inc.; Columbus (OH); Remote; USD 120,000 - 180,000; Full time

Job summary

Innovis Data Solutions, Inc. seeks a Director of Strategic Solutions to drive aggressive sales growth across strategic accounts in the financial services sector.

This remote-friendly role emphasizes launching new business relationships, expanding partnerships, and maximizing revenue through executive-level engagements. The role requires RFQ and pre-call planning expertise, strong networking with financial institutions, and the ability to travel for client meetings across the US.

Qualifications

• High school diploma or equivalent
• 5+ years B2B sales experience, preferably financial services at SVP/C-level
• 3+ years experience in Risk, Fraud, Identity, Authentication, Credit, or Collections
• Strong network of financial institution contacts
• Excellent communication skills and professional presentation abilities
• Familiarity with AI-powered tools and platforms for work optimization
• Self-motivated with strong organizational and initiative-taking abilities
• Knowledge of financial regulations (GLBA, FCRA, FCPA, CAN-SPAM, UDAAP, FDCPA)
• Availability for standard business hours plus after-hours functions and travel as required
• Reliable transportation and ability to travel throughout US for client meetings

Responsibilities

• Develop comprehensive understanding of Innovis services to align with customer needs.
• Establish account goals, create marketing plans, and execute growth strategies through systematic prospecting and relationship building.
• Build and maintain trusted partnerships with key stakeholders.
• Conduct thorough customer analysis to identify opportunities and match them with appropriate product and technology solutions.
• Consistently expand network within assigned accounts and prepare strategic pre-call plans for all meetings.
• Execute follow-up strategies on customer requests, continuously evaluate progress against goals, and leverage sales resources (Confluence, LinkedIn, Salesforce) to maximize business development opportunities.
• Collaborate with internal teams (Site Reps, Support, InfoSec) to deliver exceptional service.
• Provide ongoing training to customers on product enhancements and monitor account performance through MTD/YTD reporting analysis.
• Maintain open communication across all levels, participate in sales meetings and conference calls, stay current on industry trends and competition, and escal customer issues to management as needed.
• Utilize Salesforce for all customer interactions, follow company policies including travel and expense procedures, maintain current industry training, and represent Innovis professionally at all times.
• Other duties as assigned.

Skills

Excellent communication skills

Self-motivated

Strong organizational skills

Relationship-building

Education

High school diploma or equivalent

Tools

Salesforce

Confluence

LinkedIn

Microsoft Office

Prezi

Job description

Innovis Data Solutions, Inc. seeks a Director of Strategic Solutions to drive aggressive sales growth across strategic accounts in the financial services sector.

This remote-friendly role emphasizes launching new business relationships, expanding partnerships, and maximizing revenue through executive-level engagements. The role requires RFQ and pre-call planning expertise, strong networking with financial institutions, and the ability to travel for client meetings across the US.