1d ago
Sales Vertical Director - Financial Services
San Francisco
$330k-$375k / year
full-timeleadsoftware
💼 About This Role
You'll own and build Windfall's Financial Services vertical as a player/coach, leading outreach across top accounts while hiring and developing the AE team. You'll work directly with co-founders to shape go-to-market strategy and product priorities, writing the playbook for scaling this into a standalone business.
🎯 What You'll Do
- Direct outreach, pipeline, and deal execution across top 50–100 FS accounts
- Hire, coach, and develop the AE team for the FS vertical
- Partner with co-founders, product, and marketing to define ICP and messaging
- Own FS revenue including new bookings, retention, and expansion
📋 Requirements
- Bachelor's Degree
- 5+ years of enterprise SaaS sales experience
- 3+ years of sales leadership experience
- Deep fluency in financial services
✨ Nice to Have
- Familiarity with wealth management, RIAs, or private banking
- Experience selling to or working in financial services
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