Sales Director, Financial Services

Itemize; United States; Remote; USD 125,000 - 150,000; Full time

Job summary

An innovative company is seeking a Sales Director for Financial Services to lead growth in a dynamic environment. This role involves leveraging extensive experience in financial software sales to identify new business opportunities and nurture relationships with key stakeholders. The ideal candidate will thrive in a fast-paced setting, driving bookings growth while collaborating with cross-functional teams. With a focus on delivering tailored solutions to B2B financial workflow challenges, this position offers a chance to make a significant impact in the financial services industry. Join a diverse team and contribute to a mission that elevates operational efficiencies through cutting-edge technology.

Benefits

Flexible PTO

Professional development opportunities

Employee stock options

Generous benefits package

Qualifications

• 10+ years of experience in selling software solutions to financial services.
• Deep understanding of financial industry technology processes.

Responsibilities

• Develop and execute strategic sales plans to achieve bookings targets.
• Identify and cultivate relationships with key decision-makers in financial services.

Skills

Sales Strategy

Negotiation Skills

Communication Skills

Problem-Solving

Relationship Management

Education

Bachelor's degree in Business

Bachelor's degree in Computer Science

Job description

ABOUT ITEMIZE

Itemize is the leading AI company automating financial transaction processing. Its customers include financial services organizations, banks, BPOs and the office of the CFO of mid-sized enterprises. The company’s market-leading technology automates operational tasks that still require manual effort. Its solutions elevate teams to focus on higher-impact activities. Itemize delivers efficiencies, intelligence, and new value from financial document automation.

Consumer financial systems have transitioned to digital technologies, but business-to-business processes remain primarily stuck in analog mode. B2B still relies on paper documents, emails, and PDF images for communications and transactions between buyers, sellers, and third parties. These formats require human intervention in numerous tasks. They include data entry, reconciliations, verification, QA, approvals, custom spreadsheets, fraud screening, and compliance. Human involvement drives up errors and omissions, increases operating costs, and leaves significant value on the table.

Unlike legacy technology like OCR and RPA, Itemize Financial Transaction AI is designed specifically for financial processing. Its focus is understanding financial document data to derive intelligence, validate results, and automate workflows. These processes include reconciliation, account coding, compliance, cash flow management, and payments.

Itemize operations are cloud-based, with teams distributed nationwide and internationally. We have teams coast to coast within the United States as well as in several countries worldwide. We welcome people who enjoy the challenge of a fast-paced, high-growth environment on the leading edge of applying vertical AI to B2B financial challenges.

ABOUT THE ROLE

The Sales Director, Financial Services will drive bookings growth as the Itemize business scales. With a proven track record in selling into financial services and financial workflow solutions, the ideal candidate will have deep industry knowledge and a strong network within banks, financial processors, and other financial institutions. In this role, you will leverage your extensive experience selling software solutions to financial services companies and managing relationships with key stakeholders. This role offers an exciting opportunity to drive bookings growth by identifying new business opportunities, understanding customers’ needs and priorities, nurturing relationships, and delivering tailored solutions to solve the financial workflow challenges that B2B customers face.

This fully remote role will report to the COO and will be responsible to:

• Develop and execute strategic sales plans to achieve bookings targets within the financial services industry
• Identify, strike, and cultivate relationships with key decision-makers at banks, financial processors, and financial service organizations
• Understand and document customer requirements, pain points, and priorities to effectively position and sell Itemize products
• Lead negotiations, prepare proposals, and close deals to achieve sales targets and drive business growth
• Collaborate with cross-functional teams including product development, marketing, and customer success to ensure alignment with customer needs and market trends
• Keep abreast of industry trends, competitive landscape, and regulatory changes to inform sales strategies and product offerings
• Provide regular updates on sales activities, pipeline, and forecasts to senior management

REQUIRED EXPERIENCE

• Bachelor's degree in Business, Computer Science, or related field
• 10+ years of experience in selling software solutions to financial services companies, with a focus on B2B banking, financial and treasury services, financial processors, and financial institutions
• Extensive network of contacts within the financial services industry
• Exposure to items-processing lines of business
• Deep understanding of financial industry technology processes, priorities, and challenges

REQUIRED SKILLS

• Strong problem-solving skills and a solutions-oriented mindset, with the ability to think strategically and creatively to address customer needs
• Proven track record of exceeding sales targets and driving bookings growth
• Excellent communication, negotiation, and presentation skills
• Ability to build and maintain relationships with C-level executives and key stakeholders
• Self-motivated with a results-driven approach and the ability to work independently and collaboratively in a fast-paced environment

WHAT WE OFFER

• High-energy atmosphere of a growth-stage FinTech with great traction serving Fortune 500 companies operating in more than 25 countries
• Professional development opportunities for learning and growth
• A diverse international team of techies, dog lovers, globetrotters, and musicians
• Flexible PTO and a generous benefits package
• The annual base salary for this role is expected to be $125,000 to $150,000, plus employee stock options and a substantial commission structure. Actual base pay could vary based on experience and geographic location

Itemize is an Equal Opportunity Employer. Itemize does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.