Sales Director - Salesforce Financial Service (NYC)

Role Overview


What is the Role?

The Financial Services Sales Director is responsible for leadership and support throughout the customer engagement and solution implementation lifecycle. The Financial Services Sales Director is accountable for identifying and driving new opportunities with new and existing customers to meet Financial Services Practice revenue quota/targets. 

They are an experienced Sales Director in Financial Services and/or selling Salesforce solutions. They are strategic thinkers who tap into the motivations of our customers to carve out the right engagement that will meet their needs. They possess business analysis and critical thinking skills to synthesize customer needs. They work closely with pre-sale, delivery experts and industry experts in order to effectively shape a deal. 

The Sales Director will have the opportunity to grow into increasing levels of responsibility as a Sales Director or Senior Sales Director, including managing a team to achieve a group target. 


Work with Salesforce sales leaders as well as prospect and existing clients to identify, nurture and develop opportunities. You will own the opportunity and adhere to our sales processes including entering data into our Salesforce instance. You will be responsible for working closely with the Gerent presales and Financial Services teams to bring the right solution and proposal forward to customers ensuring both our customer, internal and salesforce timelines are being met. You will nurture relationships with Salesforce teams assigned which can include team building and enablement events in order to help drive pipeline.

  • Develop and execute a sales plan, in collaboration with the Vice President of Sales and CRO, required to maintain and grow business for Gerent’s services implementation engagements. 

  • Perform business development duties, including but not limited to market and territory analysis, new business opportunity identification, marketing campaign and pre-sales leadership, pursuit and solution proposal leadership, contract negotiation and execution, post-sale customer success engagement, existing customer retention and growth, facilitation of long-term relationships with both customers and partners, with strong emphasis on nurturing Salesforce field sales relationships. 

  • Execute daily pipeline management in Salesforce and provide weekly forecast, pipeline, and activity reports, as directed. 

  • Collaborate closely and effectively with Gerent Financial Services Practice leadership, marketing, business development, and consulting colleagues. 

  • Develop Statement of Work including defining business challenge and summarized recommended solution in collaboration with Pre-sales and Delivery leadership 

  • Hunt new logos and farm existing customers 

  • Maintain an in-depth knowledge of Gerent’s credentials and Salesforce solutions and roadmap 

  • Transition the deal to the delivery team with the appropriate knowledge sharing sessions when it gets signed 

  • Stay engaged with the Customer during the delivery to assess any new opportunities or contract extensions 

  • Maintains knowledge of problems solved for customers in industry of focus 

  • Successfully articulate Gerent and Salesforce credentials, in the context of effective discovery regarding prospect/customer requirements, leading to proposed solutions. 

  • Drives business development with the proper information, tools, and subject matter expertise to sell engagements within their solutions and offerings, partnering with industry sellers. 

  • Builds and develops relationships with Salesforce executives, field sales teams, and owns account planning, including key pursuits. 

  • Complete Trailheads and Salesforce Certification on the following within 12 months of joining: Salesforce Administrator


  • Based in NYC or surrounding areas.

  • 3+ years of technology sales experience with a bachelor’s degree, or 7+ years of experience with a master’s degree 

  • 2+ years of consulting and systems integration sales experience 

  • 3+ years selling technology solutions 

  • Documented and sustained track record of sales success

  • Must be authorized to work for any U.S. employer 

  • Approximately 30 percent travel

  • Experience partnering with C-level executives as a trusted advisor 

  • Experience with end-to-end implementation of Salesforce solutions or SaaS solutions 

  • Salesforce ecosystem experience highly desired 

  • Solid judgment and problem-solving skills 

  • Ability to manage multiple projects or priorities 

  • Strong influence, communication, and negotiation skills 

  • Strong experience collaborating with business process owners, program/project management leaders, and technical teams to develop solution proposals 

  • Experience with large scale technology projects 

  • Experience working with technical and creative project teams 

  • Proficient in G-Suite and Microsoft Office apps and other collaboration and project management tools (e.g. – MS Teams, Quip, Slack, Smartsheet, Lucidchart, etc.) 

Soft skills:

  • People leadership — Must have demonstrated leadership skills in developing and growing long term, high value client relationships

  • Teamwork — Ability to effectively team with peers in a large, matrixed organizations, including significant experience with off-shore teams and delivery

  • Client focus — Must apply a client-centric mindset and ensure that all projects keep clients’ stated needs and goals top of mind.  

  • Accountability — Must be willing to take ownership of and responsibility for clients success

  • Communication and presentation skills — Must present complex information to both technical and non-technical audiences. 

  • Innovation, creativity, and problem-solving —  Should be willing to think outside the box when confronting project challenges, building out practice assets and defining methods to train delivery resources. 

  • Strategy - Must be able to lay out a strategy or roadmap for clients onboarding or amidst a digital transformation anchored in Financial Services use cases

Leadership Qualities:

  • Must have a strong commitment to living in service to others

  • Be of outstanding character; a leader who influences others to become the best versions of themselves and demonstrates wisdom, integrity and resilience even in tough times 

  • Be a keenly intelligent builder, dedicated doer, and empathetic leader who enjoys developing teams and creative strategies

What we can offer you:

  • Competitive salary

  • WFH

  • FTO

  • Paid major holidays

  • Healthcare, dental, vision coverage

  • 401k 

Don’t wait; start growing your career with Gerent today!

At Gerent, we recognize that our people are our strongest asset. Since our founding, we’ve sought to harness the power of people and technology to fuel meaningful, positive connections between businesses and consumers. Our thriving community of creative thinkers and makers sets us apart by continually finding new ways to turn innovative technology solutions into remarkable customer experiences.  

The quality of their collective work speaks for itself — today, Gerent stands as a Salesforce Summit Partner and, after 900+ implementations, holds a 5-Star Customer Satisfaction Score. Our services span the gamut from strategy to consulting, implementation, digital experience, innovation, and managed services. 

Our ultimate goal is to become a trusted advisor in the Salesforce ecosystem. To that end, we’ve gathered some of the best and brightest in tech to ensure that Gerent’s collective strategic knowledge, business acumen, industry knowledge, and deep technical expertise set us apart from our competitors. 

We’ve built a solid foundation over the past 13 years. Now, we have a pivotal opportunity to expand exponentially over the next few years. We need talented professionals who can help us grow — and want to grow alongside us. 

Why work with Gerent?

  • Relationships are our gold standard.

We put our people first because we know the way we treat our employees is the way they’ll treat our customers.

  • Learning never stops.

Our team has an unquenchable thirst for knowledge. We embrace curiosity and continuous learning, pushing ourselves to skill up and stay abreast of industry and technical innovations.

  • Working to live.

Work is just one facet of a person’s life, and we intend to keep it that way. That’s why our entire team works remotely – because we’ve found that working from home means having more time to spend on our passions and with our families. 

  • Embracing our differences. 

Diversity is one of our greatest strengths. By including people from all walks of life, we can generate the best ideas and solutions.

  • We see and seek the best in people.

We assume the best of those we work with. We’ve found that assuming positive intent from our clients and colleagues leads to a positive work environment where everyone thrives.

  • Greater than the sum of our parts.

We believe we’re at our best when we work together. We’ve created a culture in which team members come together and elevate one another to perform at a higher standard than they ever could alone.

  • Constantly striving for excellence.

When something is good, we want to make it great. It’s in our company DNA to challenge the status quo and push the envelope. We’re not afraid to ask hard questions that improve our work.

  • Doing the right thing.

We keep our moral compass close at hand. We strive to do the right thing in every situation, no matter how big or small. 

We’re always looking for talented professionals who can help make our company — and team — stronger and more capable. Apply today! 

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