Sr. Director, NA Financial Services Solutions

New Today

For over 20 years, Smartsheet has helped people and teams achieve–well, anything. From seamless work management to smart, scalable solutions, we’ve always worked with flow. We’re building tools that empower teams to automate the manual, uncover insights, and scale smarter. But more than that, we’re creating space– space to think big, take action, and unlock the kind of work that truly matters. Because when challenge meets purpose, and passion turns into progress, that’s magic at work, and it’s what we show up for everyday. 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.
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, % employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees
k 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$,—$, USD Get to Know Us:
At Smartsheet, your ideas are heard, your potential is supported, and your contributions have real impact. You’ll have the freedom to explore, push boundaries, and grow beyond your role. We welcome diverse perspectives and nontraditional paths—because we know that impact comes from individuals who care deeply and challenge thoughtfully. When you’re doing work that stretches you, excites you, and connects you to something bigger, that’s magic at work. Let’s build what’s next, together.
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Location:
New York
Job Type:
FullTime

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