Regional VP, Enterprise Sales — Financial Solutions

Acumen Financial Advantage

United States

Remote

USD 140,000 - 220,000

Full time

14 days+

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Job summary

Acumen Financial Advantage is seeking a Regional Vice President of Sales to drive new and recurring revenue by targeting financial institutions, healthcare providers, educational institutions, and nonprofits. The role requires managing a geographic territory, cultivating Channel Partner relationships, and delivering strategic, client-focused solutions.

You will lead efforts across prospecting, pipeline development, and enterprise-level engagements, traveling 50–60% to meet clients and attend

Qualifications

  • Bachelor’s degree in Business, Insurance and Risk Management, Finance, Mathematics, or equivalent combination of education and experience.
  • Five years external sales experience in the insurance, banking, or credit union industry required; OR eight years’ experience in external business development and sales experience required.
  • Product training and demonstration experience required.
  • Industry certifications are a plus.

Responsibilities

  • Develop and execute tailored territory sales plans targeting high-value prospects.
  • Leverage contacts, networking and market research to generate qualified leads and set up introductory meetings.
  • Qualify and prioritize leads to maintain a strong pipeline.
  • Represent AFA at conferences and client meetings.
  • Deliver presentations and proposals to executive-level buyers.
  • Manage opportunities through all sales stages with Consultants and Product Specialists to close deals.
  • Maintain Salesforce CRM documentation and forecasts.
  • Build relationships with Channel Partners and develop joint go-to-market strategies.

Skills

Territory planning
Prospecting
Executive presentations
CRM management
Channel partner mgmt
Negotiation
Relationship building
Sales analytics
Travel readiness

Education

Bachelor’s degree in Business/Finance/Insurance or related field

Tools

Salesforce
Microsoft Office

Job description

Acumen Financial Advantage is seeking a Regional Vice President of Sales to drive new and recurring revenue by targeting financial institutions, healthcare providers, educational institutions, and nonprofits. The role requires managing a geographic territory, cultivating Channel Partner relationships, and delivering strategic, client-focused solutions.

You will lead efforts across prospecting, pipeline development, and enterprise-level engagements, traveling 50–60% to meet clients and attend

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