Sr. Director, NA Financial Services Solutions

Smartsheet Inc; New York (NY); Remote; USD 175,000 - 235,000; Full time

Job summary

Smartsheet Inc is seeking a Sr. Director for NA Financial Services Solutions to develop and execute the go-to-market strategy. This role involves collaborating with various teams to drive customer engagement and support strategic deals in a rapidly evolving industry. The ideal candidate will have over 10 years of experience in the Financial Services sector and a strong track record in SaaS or enterprise technology.

Benefits

100% employer-paid premiums

401k Match

Monthly stipend for productivity

12 paid holidays per year

Up to 24 weeks of Parental Leave

Personal paid Volunteer Day

Access to Udemy online courses

Company Funded Perks

Qualifications

• 10+ years of experience in Financial Services.
• Proven success in leading complex deals.
• Strong knowledge of regulatory requirements.

Responsibilities

• Develop and own the GTM strategy for Financial Services.
• Lead regional business planning and quarterly reviews.
• Support complex enterprise deals from early engagement to close.

Skills

Communication

Stakeholder Management

Strategic Account Planning

Solution Selling

Education

MBA or advanced degree

Job description

Sr. Director, NA Financial Services Solutions

New York, NY, USA

Smartsheet is a tech company with a human story to tell. We’re here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. We’re revolutionaries – so for us changing the way the world works is all in a day’s work.

As the Strategic Industry Lead for Financial Services, you will develop and execute our go-to-market strategy for the Financial Services sector. You’ll collaborate closely with NA Enterprise Sales, Product Marketing, and Enablement to deliver thought leadership, drive customer engagement, and support strategic deals that showcase Smartsheet’s value in this highly regulated, rapidly evolving industry.

You will report to the SVP of Sales. This is a remote eligible position and you may work remotely from anywhere in the US where Smartsheet is registered.

You Will:

• Develop and own the GTM strategy for the Financial Services sector, with tailored approaches for banking, insurance, and wealth management
• Lead regional business planning, quarterly business reviews, and ongoing GTM strategy development
• Partner with Product Marketing and Enablement to create impactful messaging, content, and case studies that support pipeline generation and sales success
• Stay ahead of industry trends (e.g., AI, digital transformation, fintech, cybersecurity) and regulatory requirements (e.g., GDPR, FINRA, SEC) to position Smartsheet as a modern solution
• Deliver clear, compelling value propositions aligned to key industry pain points like compliance, operational efficiency, and customer engagement
• Support complex enterprise deals from early engagement through close, helping craft pursuit strategies and ensuring alignment with customer needs
• Build executive-level relationships within key accounts, understanding their challenges and championing Smartsheet as a strategic partner
• Drive customer engagement by leveraging success stories, testimonials, and measurable ROI outcomes from financial services customers

You Have:

• 10+ years of experience selling into the Financial Services industry, with a strong track record in SaaS or enterprise technology
• Proven success leading large, complex deals and working directly with C-level executives
• Deep understanding of enterprise sales processes, including strategic account planning and solution selling
• Strong knowledge of financial services regulatory requirements and risk management priorities
• Excellent communication, presentation, and stakeholder management skills
• Background in consulting, pre-sales, or solution engineering is a plus
• Willingness to travel as needed
• MBA or advanced degree preferred
• HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees
• 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)
• Monthly stipend to support your work and productivity
• US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans
• US employees receive 12 paid holidays per year
• Up to 24 weeks of Parental Leave
• Personal paid Volunteer Day to support our community
• Opportunities for professional growth and development including access to Udemy online courses
• Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account
• Teleworking options from any registered location in the U.S. (role specific)

Smartsheet provides a competitive base salary range for roles that may be hired in different geographic areas we are licensed to operate our business from. Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. In addition, this role will be eligible for a market competitive incentive opportunity.

US Base Salary Pay Range

$175,000 - $235,000 USD

Get to Know Us:

At Smartsheet, we’ve created a place where everyone is welcome — people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You’re encouraged to apply even if your experience doesn’t precisely match our job description—if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works—join us!

Equal Opportunity Employer:

Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, and India. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

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