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Infovista

Deliver networks people love

Practice Sales Lead – Financial Services

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 501-1,000Since 1996H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

12 hours ago

Salary

0

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Practice Sales Lead – Financial Services

Infovista

• Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue. • Identify and target potential clients within the financial services industry to expand the customer base. • Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands. • Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business. • Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs. • Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly. • Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement. • Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions • Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions. • Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders. • Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment. • Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact. • Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure. • Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making.

Job Requirements

  • Proven experience in sales or infrastructure consultancy within the financial services industry, preferably in an overlay sales capacity.
  • Strong understanding of CX software products, technologies, and market dynamics.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to work collaboratively in a cross-functional team environment.
  • Demonstrated track record of meeting or exceeding sales targets.
  • Proficient in CRM software and sales analytics tools to manage customer relations and sales data effectively.
  • Bachelor’s degree in business, Marketing, Computer Science, or a related field

Benefits

  • Flexible workplaces - adaptable work schedules, workspaces and locations
  • Inclusive culture - everyone’s voice matter.
  • Sustainability - environmental, social & governance programs (ESG Group)
  • Innovative environment - shape the future of next gen networks.
  • Competitive compensation & benefits plans
  • Career development plans

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