Director, Regional Financial Institutions - Sales (Coppell)
- Lead a team of 10 sales team members, all direct reports, who are split into regional bank territories and mid-market territories (community banks and credit unions).
- Manage, grow and retain a $300M+ revenue portfolio.
- Develop and implement Regional FI sales strategy to achieve revenue and growth targets.
- Analyze market trends, competitive landscape , and customer needs to identify opportunities and potential risks.
- Set sales objectives and goals, creating actionable plans and initiatives to drive achievement.
- Provide strong leadership to the sales team, fostering a collaborative and high-performance culture.
- Recruit, train, develop, and motivate sales professionals to achieve individual and team objectives .
- Establish clear performance metrics, provide regular feedback, and conduct performance evaluations.
- Build and maintain strong relationships with key clients and partners, ensuring excellent customer satisfaction and retention.
- Collaborate with clients to understand their needs, preferences, and challenges, and tailor solutions to address them effectively.
- Develop and manage sales forecasts, drive sales pipeline growth, and create sales campaigns to drive activities.
- Negotiate and finalize agreements, contracts, and partnerships that align with organizational goals.
- Drive revenue growth by achieving sales targets and maximizing profitability.
- Streamline sales processes, ensuring efficiency, consistency, and compliance with organizational policies and procedures.
- Collaborate with other departments such as marketing, product development, and operations to align strategies and achieve integrated solutions.
- Foster effective communication and collaboration across cross-functional teams to drive organizational success.
- Act as the client ambassador and escalation point for Regional FI Sales team.
- Bachelor's degree in Business Administration , Sales, Marketing, or a related field ( Master's degree preferred).
- Proven track record of successful sales leadership and revenue growth, preferably in the financial services industry.
- 10+ years of sales leadership experience, experience managing sales teams, financial institutions background and sales experience preferred
- Experience using SFDC, Dashboards (Power BI, etc.) to manage pipelines, produce forecasts, drive growth, etc.
- Extensive experience in managing and leading sales teams.
- Strong understanding of retail market dynamics, trends, and challenges.
- Exceptional strategic planning and execution abilities.
- Excellent negotiation, communication, and relationship-building skills.
- Demonstrated financial acumen and budget management capabilities.
- Knows how to influence outcomes and navigate complex, global matrix organizations.
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