Strategic Sales Client Director, Financial Services and Software

72% Flex
Full Remote
250 - 275 K yearly
Remote from:United States
Request priority access (3/3)

Strategic Sales Client Director, Financial Services and Software

72% Flex
Remote: Full Remote
Salary: 250 - 275K yearly
Work from: United States...

Offer summary


Bachelor's degree in Business, Computer Science or related field, 15+ years selling software solutions to large financial services companies.

Key responsabilities:

  • Build strong client relationships & partnership with key stakeholders
  • Understand clients' needs & technology priorities, drive sales opportunities
  • Stay updated on industry trends, recommend suitable software products
  • Advocate for clients internally, ensure needs are understood at all stages of the customer lifecycle
  • Develop a 360-degree customer view, provide strategic insights
Vista Equity Partners logo

Vista Equity Partners

Job description

Logo Jobgether

Your missions

Position Summary:

As a Strategic Client Director, you will leverage your extensive experience selling software solutions to large financial services companies and managing complex relationships with key stakeholders. With over 15 years in the industry, you will serve as a pivotal individual contributor, responsible for understanding our clients' technology priorities, identifying the most suitable software solutions, and influencing sales opportunities through robust relationships with customers and senior executives. You will represent Vista’s portfolio leading software solutions to Vista’s most strategic bank partners. Success will not only be based on transaction volume but also on building and maintaining strong and trusted relationships with all stakeholders including bank, portfolio companies and Vista executives.  Key responsibilities include client relationship management, sales influence, product alignment, customer advocacy and market intelligence. 


This is a remote role and is for an immediate start.

  • Develop and nurture strong, long-term relationships with key clients and senior executives in the financial services sector.
  • Develop and nurture strong, long-term relationships with portfolio companies executives.
  • Act as a trusted advisor, understanding clients' business needs, challenges, and technology priorities.
  • Collaborate with the portfolio sales teams to identify and create opportunities that align with clients' technology strategies.
  • Leverage your deep industry knowledge to influence and drive sales through effective relationship-building.
  • Stay abreast of industry trends and advancements to recommend software products that align with clients' business objectives.
  • Maintain up-to-date with Vista portfolio software solutions serving financial services customers.
  • Partner with Vista stakeholders and develop a 360-degree view of the customer.
  • Advocate for clients internally, ensuring their needs are understood and addressed across all stages of the customer lifecycle.
  • Continuously monitor the competitive landscape and industry trends to provide strategic insights that inform business decisions.
  • Bachelor's degree in Business, Computer Science, or a related field.
  • 15+ years of proven experience in selling software solutions to large financial services companies.
  • Strong understanding of financial industry technology priorities and challenges.
  • Demonstrated success in managing complex and multifaceted relationships with customers and senior executives.
  • Excellent communication, negotiation, and presentation skills.
  • Strategic thinking and problem-solving abilities.

The annualized base pay range for this role is expected to be between $250,000-$275,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set.  The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package. 

Company Overview:



See more

Required profile


Spoken language(s):
Check out the description to know which languages are mandatory.

Hard Skills

Soft Skills

  • Excellent communication, negotiation, presentation skills
  • Strategic thinking, problem-solving abilities

Go Premium: Access the World's Largest Selection of Remote Jobs!

  • Largest Inventory: Dive into the world's largest remote job inventory. More than half of these opportunities can't be found on standard platforms.
  • Personalized Matches: Our AI-driven algorithms ensure you find job listings perfectly matched to your skills and preferences.
  • Application fast-lane: Discover positions where you rank in the TOP 5% of applicants, and get personally introduced to recruiters with Jobgether.
  • Try out our Premium Benefits with a 7-Day FREE TRIAL.
    No obligations. Cancel anytime.

Find other similar jobs


Go Premium Today!
Unlock Unlimited Access to the Largest Remote Job Platform!