Sales Director- Banking & Financial Services


Company Name: Exela Technologies
Location: USA

Position – Sales Director- Banking & Financial Services /Client Engagement Director

Locations – Charlotte, NC, Chicago, IL and New York, NY


Job Summary

Exela Technologies is seeking an experienced Sales Director /Client Engagement Director (CED) with a proven record of success growing client relationships within the Banking & Financial Services Industry. The CED provides the critical link between Exela and a specific strategic client. The CED’s primary responsibility is aligning the client business goals with Exela services and solutions to expand the business relationship delivering mutual benefit to the client and Exela. In doing so, the CED will enhance and maintain the relationship in a manner where Exela is perceived as an extension of the client and the CED is viewed as a client employee. It is the expectation that the CED will secure work space within the client facility(s). Travel up to 25% is required.


Essential Functions and Responsibilities

• Achieve sales and client satisfaction goals as determined by Exela senior management.

• Achieve business relationship goals as mutually determined by Exela senior management and client.

• Develop and enhance relationships throughout the client organization with a particular focus on C-suite.

• Ensure client personnel are current on Exela organization, focusing on how Exela may best serve the client.

• Be the key communications source between Exela and the client.

• Provide timely updates on client business and Exela relationship to applicable Exela personnel.

• Influence strategic business decisions with the client.

• Own account strategy, map out growth opportunities and work cross-functionally with Solution Engineers, Marketing & Customer Relationship Managers to achieve stated goals

• Lead entirety of business development cycle from demand generation and opportunity identification and qualification, to negotiation.

• Accurately manage and maintain new business forecast.

• Maintain the company’s CRM with up-to-date contacts and activity details

• Full accountability for contract renewals, negotiations and handling changes through the contract modifications process.

• Develop comprehensive client relationship growth plans.

• Implement tools and processes that capture and disseminate critical client information to Exela personnel.

• Capture, measure and report on customer engagement satisfaction.

• Develop and deploy strategies that impact and influence upper management & C-suite contacts.

• Increase Exela visibility throughout client organization


Minimum Qualifications

• 7 years of sales experience and relationship management within the Banking & Financial Services Industry

• BA/BS degree or equivalent experience (MBA preferred)

• Experience in business process automation

• Proven track record in delivering large client deals and securing add-on business opportunities


Preferred Qualifications

• MBA Preferred

• Experience using CRM systems and industry-standard sales tools

• Comfort negotiating and closing global, multi-million-dollar deals with C-level stakeholders at Fortune 100's

• Demonstrated ability to articulate a complex, solution-based value proposition

• Demonstrated ability to ask practical and technical qualifying questions

• Ability to build and maintain senior relationships within target client organizations

• Excellent written and verbal communication and presentation skills. Ability to plan and execute a sales strategy


Health & Wellness

We offer comprehensive health and wellness plans, including medical, dental and vision coverage for eligible employees and family members; paid time off; and commuter benefits. In addition, supplemental income protection including short term insurance coverage is available. We also offer a 401(k)-retirement savings plan to assist eligible employees in saving for their retirement. Participants are provided access to financial wellness resources and retirement planning services

Military Hiring

Exela seeks job applicants from all walks of life and backgrounds including, but not limited to, those who are transitioning military members, veterans, reservists, National Guard members, military spouses and their family members. Individuals will be considered no matter their military rank or specialty.

EEO Statement

Exela is committed to creating a diverse environment and is proud to be an equal opportunity employer. Qualified applicants will be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, gender/sex, marital status, sexual orientation, gender identity, gender expression, veteran status, genetic information or any other characteristic protected by applicable federal, state, or local laws.  

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    SalesBusiness Development
  • Industries

    Outsourcing/OffshoringBanking


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