Principal, Sales Strategy and Transformation (Fintech)

TL;DR

Principal, Sales Strategy and Transformation (Fintech): Designing and launching new sales motions and GTM strategies for a global fintech platform with an accent on seller productivity and market opportunity sizing. Focus on building AI-driven automated workflows for strategy testing and delivering high-stakes executive narratives to drive growth.

Location: Mountain View, California; Atlanta, Georgia; Frisco, Texas

Company

Global financial technology platform powering prosperity for 100 million customers via products like TurboTax, QuickBooks, and Mailchimp.

What you will do

• Design and execute new sales motions from concept through execution across segments and channels.
• Analyze seller productivity data, including ramp curves and tenure, to provide actionable recommendations for leadership.
• Develop GTM strategies for high-priority markets, defining revenue targets and seller profiles.
• Perform market research on trends and competitive dynamics to sharpen overall sales strategy.
• Create executive-ready memos, briefings, and narratives to accelerate leadership decision-making.
• Build and deploy AI agents and LLM-based tools to automate strategy testing and scenario modeling.

Requirements

• 5+ years of experience in sales strategy, GTM strategy, or management consulting (top-tier strategy firm strongly preferred).
• Proven experience optimizing sales motions, seller productivity frameworks, or GTM plays.
• Strong analytical modeling skills with the ability to distill complex data into defensible recommendations.
• Track record of writing high-stakes executive narratives and influencing senior stakeholders.
• Hands-on experience building or deploying AI agents and LLM-based tools for workflow automation.
• Experience at a Fortune 500 technology or SaaS company with a multi-segment sales organization.

Nice to have

• Familiarity with SMB software, fintech, or accounting/tax software markets.
• Deep expertise in seller productivity analytics (ramp curves, rep deployment modeling).

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance rewards approach.
• Eligibility for cash bonuses and equity rewards.
• Comprehensive corporate benefits program.