DIRECTOR – North American Banking & Financial Services Sales


Full Time
North Carolina, USA
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The mission of the Director, North American Banking & Financial Services Sales is to grow the ProcessMaker banking customer base and penetrate additional markets within the financial services sector.


  • Create and execute a strategic plan to exceed monthly, quarterly and annual quota objectives
  • Manage and grow an existing team of two account executives to align with revenue growth
  • Ensure adequate team pipeline coverage by collaborating and mentoring across all available channels; Marketing, SDR, events, channel partners and AE direct prospecting
  • Coach and perform in-depth discovery that uncovers business problems, implicated pain and economic impact that can be used to justify an investment in ProcessMaker
  • Collaboratively work with Solutions Consulting resources to deliver compelling sales presentations and tailored demonstrations that convey customer-specific value
  • Obtain buy-in and purchase justification through the use of a Business Case framework
  • Employ the MEDDPICC discovery process and leverage the ProcessMaker sales methodologies to increase ACV, maximize win rates and reduce sales cycle
  • Serve as a banking industry subject matter expert to convey experience and confidence when working with mid-to-large size banking, credit union and financial services organizations
  • Learn and understand the capabilities of the ProcessMaker banking applications, business process automation (BPA) platform and intelligent document processing (IDP) solutions

Critical Success Factors

  • Has experience building new business segments and growing sales teams
  • Demonstrated history of consistent quota attainment
  • Act as the CEO of your business segment.  Demonstrate ownership and accountability.
  • Own team foresting, pipeline management and pipeline coverage
  • Ensure maintenance of up-to-date and accurate Salesforce Account, Opportunity and Contact records
  • Employ MEDDPICC in every interaction to continuously discover and qualify
  • Maintain a high degree of integrity and professionalism
  • Act as an emphatic problem solver that can help our customers improve their business
  • Consistently demonstrate passion, persistence and curiosity
  • Be deadline driven and operate with urgency

Minimal Qualifications

  • 7+ years of experience selling enterprise SaaS solutions
  • 2+ years of experience leading sales teams
  • Experience selling to the banking and financial services industry
  • Experience building and growing new business segments
  • Consistent above-quota results
  • Highly organized and effective time management
  • Strong written and verbal communication skills
  • Attention to detail
  • Ability to create compelling presentations

Desired Qualifications

  • Experience with MEDDPICC
  • Experience with GAP Selling and Challenger Sales methodologies
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