AVP, Sales, Strategic Financial Services
$239.4k - $320.2kSalesforce
Position Area Vice President (AVP), Strategic Financial Services Responsibilities Lead, drive, and grow sales for the Banking, Wealth & Asset Management and Insurance vertical. Assume leadership of a growing sales organization, including Regional Vice Presidents and Account Executives to drive complex transactions. Set and execute an aggressive customer acquisition strategy to generate annual growth in ACV bookings. Maintain key customer relationships and develop strategies for growing the company's Strategic Financial Services vertical focus and customer base. Provide detailed and accurate sales forecasting. Manage overall sales process, set appropriate metrics for sales funnel management. Plan and manage at both strategic and operational levels. Work cross‑functionally with all field teams (Account Development, Solution Engineering, Consulting Services, Customer Success, Channels, etc.). Establish trusted relationships with key corporate teams, including industry marketing, product development, product management, and recruiting. Qualifications 2nd or 3rd line leadership experience leading teams in the Strategic segment and/or industry sales (preferred). Strong track record of recruiting, developing, and retaining an impactful sales organization. Consistent overachievement of quota and revenue goals. Proven relationships with key stakeholders across the Financial Services industry (preferred). 8+ years in software and/or applications sales (ideally an IT‑centric solution/application software, selling primarily to the CxO level). Proven track record of building satisfied, loyal, and reference‑able customers. Experience working with C‑suite level resources aligned with Area Vice Presidents, Regional Vice Presidents, Account Executives, and internal leadership teams to present a single front internally. Proven success working within a highly matrixed organization and establishing strong relationships across all functions. Value‑based, customer outcome focused sales motion. Strong operational and analytical abilities. Experience selling cloud‑based enterprise applications (strongly preferred). Degree or equivalent relevant experience required; experience will be evaluated based on core competencies for the role (e.g., extracurricular leadership roles, military experience, volunteer roles, work experience). Compensation The typical base salary range for this position is $239,400 - $320,200 annually. For California and New York, and select cities in Boston, Chicago, Seattle, and Washington DC, the base pay range is $263,350 - $352,250 per year. Benefits Time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), employee stock purchasing program. More details at Equal Opportunity Employer Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. In the United States, compensation offered will be determined by factors such as location, job level, job‑related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via the Accommodations Request Form. Salesforce uses artificial intelligence tools to help recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see the Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt‑out options. #J-18808-Ljbffr Salesforce
- Salesforce seeks an Area Vice President (AVP) in Boston to lead and drive sales for the Banking, Wealth & Asset Management, and Insurance sectors. The... ...and managing key customer relationships, ensuring strategic alignment across all functions to optimize sales performance...Suggested
$239.4k - $320.2k
Area Vice President, Strategic Financial Services About Salesforce Salesforce is the world’s leading AI CRM. We partner with human agents to deliver... ...to every experience. Job Profile Lead, drive, and grow sales in the Banking, Wealth & Asset Management, and Insurance...Suggested$159.48k - $178.5k
A fast-growing FinTech is seeking a Sales Executive Senior Director to build new partnerships in the financial services sector. This remote role requires candidates to reside within 30 miles of Boston and involves strategic negotiation and relationship management to leverage...SuggestedRemote work- ...A leading financial services firm is seeking an Investment Accounting Manager to join their Controllers Organization. This role involves managing investment accounting functions and leading strategic programs to improve processes and ensure data quality. The ideal candidate...Suggested
$239.4k - $320.2k
Salesforce.com, inc. is seeking an Area Vice President for Strategic Financial Services. This role involves leading sales across Banking, Wealth & Asset Management, and Insurance verticals while managing a growing sales organization. Ideal candidates will have over 8 years...Suggested- Barclays seeks a US Cash Sales Trader, AVP in Boston, MA to engage with clients, execute trades, and provide market insights. You will manage... ...client trades, monitoring market trends, and fostering strategic partnerships. This position requires a blend of marketing and...
$90k - $120k
...client relationships and driving strategic growth? As a Strategic... ...Driving existing enterprise sales process from identification to... ...Presenting solutions and services benefits through in-person visits... ...roles (Preferably within the financial services industry) Knowledge...Work at officeLocal areaWorldwideFlexible hours- ...is looking for a Senior Finance Business Partner to join its Financial Services Division in Boston. This hybrid role involves serving as the... ...benefits package alongside a competitive salary range, ensuring strategic professionals can thrive. #J-18808-Ljbffr CBIZ
$110k - $140k
...TX, CA, FL, GA, NC, VA. The AVP, Underwriter IV - CEF supports... ...guidance to structuring, servicing, and analysis for both new and... ...Identifies, gathers, and reviews financial information to determine borrower... ...assist in identifying cross-sales opportunities. May assist special...Work at office- ...are the leading provider of professional services to the middle market globally, our... ...leveraging regulatory technical expertise and financial services industry experience to become a... ...effective client relationships and strategic initiatives. Candidates should have extensive...Local area
$120k - $160k
...BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams,... ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG...Work at officeLocal area- Lesley University in Cambridge, MA is looking for an Associate Vice President of Financial Planning, Data, and Analysis. This strategic role involves developing financial models with the CFO and leading the annual budget process. With a requirement of 10+ years of financial...
$232k - $348k
...Senior Director, Strategic Account Lead - US Pain The Senior Director... ...to the Vice President, Field Sales & Strategic Customer... ...Exceptional executive level customer service; exemplary communication... ...wherever they are in their career, financial, family and wellbeing journey...Summer work- ...Dean’s AAA vision about our school’s ongoing strategic initiatives. Job Description Job Summary: Reporting to the Chief Financial Officer, the Director of Financial Planning... ...analyses. A key member of the Office of Financial Services leadership team, the Director partners...Work experience placementWork at officeRemote workWorldwide
- ...Associate Vice President (AVP), US FSSC and Legal Entity Reporting... ...for accounting, reporting, and financial governance across the U.S. Financial Shared Services Center (FSSC) at John Hancock /... ...functional projects that support strategic and financial objectives. Required...Flexible hours
$128k - $168k
...Investment Accounting Manager - Strategic Programs Investments and... ...and control of the core financial information leveraged across... ...either a bonus target or in a sales-focused role a Variable Incentive... ...best thinking, products and services. To accomplish this, we...Full timeWork at officeRemote workFlexible hours$180k - $220k
...Volta Labs, Inc. in Boston is looking for a strategic Head of Finance to join their team. As the first senior finance hire, you will lead financial planning, support fundraising, and play a critical role in shaping the finance function during a key growth phase. The ideal...$115.9k - $152.1k
...Investment Tax Accountant - Special Projects & Strategic Initiatives Investment Taxes,... ...team. Assist in preparing wash sales analysis. Assist in maintaining tax... ...experience, preferably in public accounting or financial service environments. The Ideal...Full time$120k - $180k
...transactions, interpreting evolving accounting guidance, and supporting strategic initiatives across the organization. Responsibilities... ...new standards Advise leadership on potential accounting and financial reporting risks related to new transactions or regulatory...3 days per week$170k - $230k
...Director, Strategic Sales - Financial Services & Cloud Infrastructure Location: New York City Metro Area Arm seeks a Director, Strategic Sales to lead sales initiatives and develop enduring relationships with key Financial Services firms and select cloud and...Work at officeLocal area$165k - $200k
...Quantexa is seeking a Sales Director to join their United States sales team, focusing on driving client success with major banks... ...closing sales. Candidates should possess a strong understanding of financial services and experience in enterprise software sales. The position...Flexible hours$101.23k - $172.36k
...RBC Rochdale partners with financial advisors and their high-net-worth... ..., macroeconomic outlook and strategic asset allocation to help... ...interest in Rochdale investment services. Develops "partnering" relationships... ...that the transition from the sales process to portfolio...Remote work$126k - $154k
...RESPONSIBILITIES: Grow annual sales revenue within their... ...requirements and seek ways to strategically grow the business. Drive... ...of sources. Business and Financial Acumen: Ability to apply an... ...platform portfolio of products, services, and value-added solutions...Contract workTemporary workLocal areaWorldwideNight shift2 days per week3 days per week- ...Strategic Finance Analyst This position will be based in our Boston office in a hybrid capacity. Employees will work in the office... ...Global Strategic Finance team. In this role, you will provide financial visibility and guidance to senior leadership, driving the planning...Work experience placementWork at officeRemote workShift work
$109.28k - $182.1k
...AVP, Growth and Advisor Enablement Where ambition meets innovation... ...ingredients you need at LPL Financial to shape your success while... ..., distribution teams, and strategic partners, this position... ...,100 financial institutions, servicing and custodying approximately...Work from home$80k - $140k
...establishing the product or service offering. Collaborate globally... .... Understand the firm’s strategic plans, business, process and... ...leading programs related to the financial services industry is an advantage... ...awards (excluding certain sales roles subject to sales incentive...Temporary work- ...for a driven and enthusiastic Account Executive to manage the full sales cycle, build long-term client relationships, and achieve business goals through strategic networking and exceptional customer service. Location United States Apply Fill out the form to apply First...
- ...Underwriting About the Company Innovative financial technology (FinTech) company specializing in payments, banking, & financial services Industry Financial Services Type... ...stakeholders are essential for this strategic leadership role. Travel Percent...
$90k - $157.5k
...providing administrative fund services to both Hedge Fund and... ..., custody, tax, and financial reporting locally and... ...& Administration, AVP you willManage a growing... ...opportunities.Participate in strategic working groups within... ...(excluding certain sales roles subject to sales...Temporary workFlexible hours- ...critical leadership role ensures the integrity of financial reporting and compliance with GAAP, providing strategic financial guidance to senior management. The... ...understanding of financial operations. Join us and help shape the future of financial services! #J-18808-Ljbffr...
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