Regional Sales Director (Financial Services)

TL;DR

Regional Sales Director (Financial Services): Drive regional sales performance for an AI-native no-code CRM and workflow automation platform with an accent on achieving revenue targets, building high-performance teams, and executing go-to-market strategies. Focus on developing pipelines, managing complex enterprise deals, fostering C-level relationships, and implementing innovative sales approaches in multi-channel environments.

Location: USA, remote-first hybrid model encouraging regular meetings at Boston headquarters

Company

Global vendor of an AI-native no-code platform for workflow automation and CRM, recognized as a Leader in Gartner and Forrester reports.

What you will do

• Achieve assigned sales targets by executing go-to-market strategy and managing key conversions.
• Build and develop high-performance sales teams through hiring, coaching, and performance management.
• Drive pipeline development via lead generation initiatives and hands-on participation in deals.
• Develop creative sales strategies, engage channel partners, and deliver exceptional presentations.
• Maintain accurate sales forecasts and report progress to leadership.
• Foster a culture of ownership, urgency, and growth while working with global remote and in-office teams.

Requirements

• 10+ years in enterprise software sales, including 4+ years as front-line leader
• Experience in B2B SaaS (CRM, BPM, ERP, low-code/no-code, etc.) selling to large enterprises with long cycles.
• Proven track record meeting quarterly/annual targets and strong regional network.
• Excellent organizational, communication, and interpersonal skills for building C/VP-level relationships.
• Knowledge of people management strategies and operating in complex multi-channel environments.
• Experience in remote-first settings; self-motivated and results-driven.

Culture & Benefits

• Remote-first hybrid with space for personal habits and regular Boston HQ meetings.
• Culture of care, ownership, dedication, high standards, and team events including sports and parties.
• Competitive pay, medical insurance options, and paid leave for life events and sickness.
• Steady inbound leads, developed partner network of system integrators.
• Focus on employee wellbeing, recognized in Inc.’s Best Workplaces 2025.