Senior Director - Financial Services

At Simplus, culture comes first. Guided by our values of stewardship, critical thinking, and an underdog spirit, we place ideas in front of titles, value diversity, and continually strive to serve our customers and each other. Our global team, representing 17 nationalities and 20 languages on four continents, is dedicated to being the undisputed leaders in Salesforce quote-to-cash.

Position Summary:

As the Senior Director, you will be responsible for all client interfaces within a group of accounts across the Financial Services industry in the North America region. You will work with the wider market facing and delivery team to build the portfolio and account plans and deliver business growth and client management for the Salesforce ecosystem of services and solutions.

● Develop and execute comprehensive sales strategies to drive revenue, margin, and practice growth, including net new account acquisition. Build and expand a high-value Salesforce portfolio exceeding $20M by owning the full opportunity lifecycle: Prospect, Evaluate, Propose, and Close

● Manage strategic client relationships and serve as a trusted advisor to C-suite executives, positioning Simplus as a preferred partner for digital and Salesforce-led transformation.

● Create and execute detailed account plans in collaboration with Salesforce and client teams, aligning on business priorities, identifying whitespace opportunities, and driving joint value realization through roadmap planning.

● Partner with Infosys (parent company) Client Managers, Sales Executives, and consulting leaders to source, shape, and lead qualified opportunities, managing all pre-sales activities end-to-end.

● Leverage industry and client insights to collaborate with solution leaders in designing tailored Salesforce offerings and go-to-market plays that address specific industry and account needs.

● Drive thought leadership by authoring white papers, blogs, and market insights that influence the dialogue around digital transformation, AI, and Salesforce innovation in Financial Services. Stay ahead of the curve by keeping up with Salesforce product innovations, industry trends, and relevant certifications to bring forward-looking perspectives to clients.

● Ensure delivery excellence by working closely with Delivery Managers to address challenges, reinforce client satisfaction, and maximize delivered value.

● Manage Salesforce alliance relationships by partnering with AEs, RVPs, and PSMs to align on territory strategy, co-sell motions, and joint pursuits driving co- sell revenue across Financial Services accounts.

Job title:

Senior Director, Financial Services

Job Description:

Location:

Simplus Utah OfficeUnited States of America

Interested?

If you find this position intriguing, don’t delay—submit your application at your earliest convenience. We are continuously reviewing and assessing all incoming candidates and eagerly await your application.

Simplus is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of protected veteran, or disability.

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Simplus will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business. If you believe you require such assistance to complete this form or to participate in an interview, please contact us at [email protected] or call 833-746-7587 between 9:00 AM EST to 5:00 PM EST Monday to Friday.