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Sales Director for Financial Services

Dallas, TX
  • Posted: over a month ago
  • Full-Time
Job Description

Our mission is to deliver better experiences for people everywhere. A great product is not enough. Customers expect thoughtful, comprehensive experiences from companies they trust and that's what we do. Thanks to our proven methodology backed by end-to-end insights and deep technology expertise, we help our customers create best in class experience driven transformations.

Our work is only as great as the people and our top priority is creating an environment in which talented people can thrive, collaborate, and do the most influential work of their careers. What we have in common are differences. Across our offices, we boast different backgrounds, different perspectives, and different ideas. There's room at the table for everyone, and that's where the real magic happens. We are constantly challenging each other to push the limits of our creative and strategic capabilities to solve complex problems and make an impact. You can help us make a bigger impact!

The Sales Director of Financial Services is passionate and masterful at new customer acquisition. They enjoy the challenge and the rewards of bringing in that new logo for the firm. They are fantastic at time management, love to prospect, and appreciate the value of maintaining a nice full pipeline of opportunities. They bring in these new customers by efficiently and effectively managing the pursuit process and the sales campaign to an successful close and they make sure that there is a complete and thorough hand off to the account management and delivery teams.

The SD will be given a targeted account list with a local/regional focus and will be the owner of the customer relationship and projekt202 sales process through the handoff to account management and delivery. The SD is responsible for selling a minimum of $3m in booked revenue to new customers in the first year. They are supported by Practice Leaders (PLs) across our service disciplines throughout the pursuit process and sales campaign. While the SD is responsible for owning the entirety of the process, PLs assist with presentations, estimating engagements, and proposal development.

The ideal candidate:

  • Prospects daily
  • Keeps the sales funnel full
  • Is creative and uses a variety of prospecting tools and techniques
  • Is highly collaborative and works well in teams
  • Is rejection proof
  • Isn't a perfectionist
  • Isn't intimidated by decision-makers
  • Is out in the market consistently networking and building relationships
  • Is highly active with a calendar full of appointments

Primary Job Responsibilities:

· Collaborate with the Managing Director to create a sales plan tied to a Targeted Account List

· Create a pipeline of opportunities with a total value of three times sales quota within the Target Account List

· Capture weekly sales activities in Salesforce CRM

· Participate in weekly sales forecast meetings

· Collaborate with the Office Sales Leadership to develop the proper pursuit team for each opportunity

· Collaborate with Marketing for orchestrated prospecting activities

· Collaborate with Managing Director and Legal to successfully negotiate Statement of Work (SOW) terms and conditions with prospects

Qualifications and Requirements:

· Hunter mentality with a complete focus on new business development

· 7+ years of Solution Sales experience in Technology Consulting, Design Research, User Experience, and/or Enterprise Technology

· Outstanding written and oral communication skills in order to liaise between the user community, executive sponsors, and the projekt202 team

· Customer-centric, relationship-driven

· Highly collaborative, self-starter

· Previous consulting / creative / digital agency experience or custom development sales is preferred


We also offer a competitive benefits package including:

  • Health, Dental and Vision Insurance
  • 401(k) with company matching
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance
  • Monthly Mobile Phone Allowance
  • Flexible PTO
  • 9 Paid Holidays
  • 15 Sick Days annually and prorated from the date of hire
  • Casual Dress
  • Flexible Schedules

If this sounds like you, let's talk!

Direct applicants only, no agency submittals please. At this time, projekt202 and its subsidiaries does not provide visa sponsorship. Benefits only apply to full-time hires.

We are an equal opportunity employer

Projekt202 and its subsidiaries complies with all applicable federal, state, and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws.



Dallas, TX



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