Sr. Director, NA Financial Services Solutions

5 Days Old

Smartsheet is a tech company with a human story to tell. We're here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. We're revolutionaries - so for us changing the way the world works is all in a day's work. As the Strategic Industry Lead for Financial Services, you will develop and execute our go-to-market strategy for the Financial Services sector. You'll collaborate closely with NA Enterprise Sales, Product Marketing, and Enablement to deliver thought leadership, drive customer engagement, and support strategic deals that showcase Smartsheet's value in this highly regulated, rapidly evolving industry.
All potential candidates should read through the following details of this job with care before making an application. You will report to the SVP of Sales. This is a remote eligible position and you may work remotely from anywhere in the US where Smartsheet is registered.
You Will:
Develop and own the GTM strategy for the Financial Services sector, with tailored approaches for banking, insurance, and wealth management
Lead regional business planning, quarterly business reviews, and ongoing GTM strategy development
Partner with Product Marketing and Enablement to create impactful messaging, content, and case studies that support pipeline generation and sales success
Stay ahead of industry trends (e.g., AI, digital transformation, fintech, cybersecurity) and regulatory requirements (e.g., GDPR, FINRA, SEC) to position Smartsheet as a modern solution
Deliver clear, compelling value propositions aligned to key industry pain points like compliance, operational efficiency, and customer engagement
Support complex enterprise deals from early engagement through close, helping craft pursuit strategies and ensuring alignment with customer needs
Build executive-level relationships within key accounts, understanding their challenges and championing Smartsheet as a strategic partner
Drive customer engagement by leveraging success stories, testimonials, and measurable ROI outcomes from financial services customers
You Have:
10+ years of experience selling into the Financial Services industry, with a strong track record in SaaS or enterprise technology
Proven success leading large, complex deals and working directly with C-level executives
Deep understanding of enterprise sales processes, including strategic account planning and solution selling
Strong knowledge of financial services regulatory requirements and risk management priorities
Excellent communication, presentation, and stakeholder management skills
Background in consulting, pre-sales, or solution engineering is a plus
Willingness to travel as needed
MBA or advanced degree preferred
Current US Perks & Benefits:
HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees
401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)
Monthly stipend to support your work and productivity
Flexible Time Away Program, plus Sick Time Off
US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans
US employees receive 12 paid holidays per year
Up to 24 weeks of Parental Leave
Personal paid Volunteer Day to support our community
Opportunities for professional growth and development including access to Udemy online courses
Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account
Teleworking options from any registered location in the U.S. (role specific)
Smartsheet provides a competitive base salary range for roles that may be hired in different geographic areas we are licensed to operate our business from. Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. In addition, this role will be eligible for a market competitive incentive opportunity. US Base Salary Pay Range$175,000—$235,000 USD Get to Know Us:
At Smartsheet, we've created a place where everyone is welcome - people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You're encouraged to apply even if your experience doesn't precisely match our job description-if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works-join us!
Equal Opportunity Employer:
Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, and India. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.
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Location:
New York, NY
Salary:
$125
Job Type:
FullTime
Category:
Management And Consultancy

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