The role involves leading technical strategy, team development, and client engagement for global accounts in the financial services industry, focusing on pre-sales activities, solution delivery, and cross-functional collaboration to drive business growth and customer satisfaction.
Key Responsibilities
Set and execute the technical strategy for global accounts within the Financial Services vertical.
Lead and develop a high-performance technical pre-sales team.
Drive operational excellence through data analysis and sales forecasting.
Collaborate with cross-functional teams to align technical strategies with product development and customer satisfaction.
Provide technical leadership and oversight for strategic initiatives across extended teams.
Achieve sales and solution development goals by guiding resources and closing deals.
Communicate with executive leadership to align business objectives and strategies.
Identify and mitigate risks to ensure long-term success of global accounts.
Act as a technical advocate for clients, ensuring their needs are met with high-quality service.
Requirements
A proven leader of direct and globally matrixed teams demonstrating 5 successful years of global field technical leadership.
Advanced skill set and experience delivering world class technical solutions for the financial services industry.
Supporting large Financial Services accounts with a proven track record of delivering enterprise solutions that deliver against business outcomes for closing Global Enterprise customers.
In-depth technical knowledge of Everpure s portfolio with the ability to take a holistic approach to create business solutions for customers.
Credibility, savvy, and influence to both understand and scale up and down a customer s organization.
The ability to adeptly navigate around a global account and quickly understand the internal dynamics.
Proven success at effectively alternating between player and coach to drive results.
Strong background in leading teams, strategy, and execution for technical sales.
Experience in defining and executing the overall technical strategy for global accounts, aligning it with organizational goals and financial targets.
Ability to lead and inspire a high-performance technical pre-sales culture that delivers results in bookings, sales development, and solution applicability.
Experience in mentoring and developing technical teams.
Ability to drive operational excellence through data-driven analysis, pipeline management, and sales forecasting.
Experience working closely with cross-functional teams including Product, Marketing, Principal Engineers, Field Solutions Architects, and Customer Success to align technical strategies with product development and customer satisfaction initiatives.
Providing technical leadership and oversight to extended teams aligned with strategic accounts to ensure seamless execution of initiatives.
Ability to hold teams and oneself accountable to achieve challenging goals while anticipating future market trends.
Excellent communication skills to engage with leaders at all levels, including C-suite, to establish open and trusting relationships.
Experience in identifying potential risks and developing mitigation strategies to ensure long-term account success.
Acting as a technical advocate for clients within the organization, ensuring their needs are met with the highest level of service.
Benefits & Perks
Flexible time off
Wellness resources
Company-sponsored team events
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