Sales Director - Financial Services

Role Overview

Sales Director Job Description


Gerent is on the lookout for driven Sales Directors who possess the grit and energy to help us grow and scale. The Sales Director is responsible for leadership and support throughout the customer engagement and solution implementation lifecycle.  Their accountable for identifying and driving new opportunities with new and existing customers to meet revenue quota/targets. 


They are an experienced sales leader in the financial services industry with and/or have experience selling technology 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. They work closely with pre-sale, delivery experts and industry experts in order to effectively shape a deal.


What you’ll do: 


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 industry 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 to grow business for Gerent’s services.
  • Build and develop relationships with Salesforce account executives and leadership in your assigned territory and leverage our differentiated value to drive partner-referral based lead flow.
  • Manage the end to end sales cycle by understanding our prospective clients challenges and framing solutions to them leveraging both our people and Salesforce technology. You’ll quarterback our resources and bring the business context to our proposed solutions. Our typical cycles involve: 
    • Initial Client Introductions and Need Assessments
    • Scoping conversations (Pre-Sales led)
    • Solutions Proposals
    • Statements of Work
    • T’s and C’s negotiation
  • Collaborate closely and effectively with our Practice leadership, Pre-Sales, Delivery Team Members and support teams.
  • Ensure we successfully transition projects to our delivery team setting them up for success with our clients.
  • Maintain executive alignment and the Gerent relationship with the our clients as our teams deliver projects for them and as we work towards additional work together. 



What we’re looking for:

  • 5+ years of consulting and systems integration sales experience, financial services sales experience or sales management experience.
  • Experience selling to and building strong relationships with C level executives
  • Experience selling collaboratively in teams and with other organizations in complex deal cycles.
  • Strong communication skills and a high level of empathy
  • Solid judgment and problem-solving skills
  • Experience working internal and external partners through complex sales cycles.
  • Preferred experience with large scale technology projects
  • Preferred experience working with technical and creative project teams
  • Approximately 30 percent travel is required.


What we can offer you:


  • Competitive salary
  • Full-time 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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