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Partnership Sales Lead, Financial Services SaaS (Remote)

Role overview

Qualifications

  • 10+ years in enterprise sales or partner-led GTM roles
  • Demonstrated ability to build high-quality pipelines
  • Executive presence and strong influencing skills
  • Experience managing co-sell with Microsoft

Responsibilities

  • Own the Regional Partner Strategy by building and executing a sales plan
  • Drive Partner-Led Revenue Growth by delivering against ARR targets
  • Deepen Microsoft Engagement by building trusted relationships
  • Pipeline Management Forecasting by owning the partner pipeline

Key facts

Hard skills

Other skills

  • Relationship Management
  • Communication

About the company

SymphonyAI logo

SymphonyAI

Artificial Intelligence & Machine Learning Services

SymphonyAI is transforming the world's largest industries with packaged AI SaaS. SymphonyAI predictive and generative AI applications supercharge growth and productivity for businesses across retail, CPG, financial services, manufacturing, media, and IT/enterprise service management. SymphonyAI has rapidly grown from a startup in 2017 to a leading enterprise AI company with over 3,000 talented leaders and data scientists solving the world's most challenging business problems. Learn more at symphonyai.com.

Company details

IndustryArtificial Intelligence & Machine Learning Services
Company size1001 - 5000

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Job description

Introduction:

Job Title:
Sales Lead, Financial Services – North America

Department:
Financial Services Sales

 

 

Overview:
SymphonyAI is a global leader in enterprise AI SaaS, delivering transformational solutions that power digital transformation across industries.

Our Financial Services vertical enables major banks, insurers and payment providers to fight financial crime using applied AI to detect hidden threats, reduce costs and adapt to demanding compliance regulations.

We partner with leading global organizations such as Microsoft, consultancies and global system integrators (GSIs) to accelerate innovation and go-to-market velocity at scale.

This is your opportunity to lead the growth agenda for our Financial Services business in North America. As the Sales Lead for North America, your mandate is to develop and scale our sales motion with Microsoft, consultancies and GSIs. You will own executive alignment, field engagement, and pipeline acceleration initiatives across the region. You’ll act as the strategic quarterback, aligning SymphonyAI’s value with our partners’ sales priorities to drive measurable growth and visibility.

Job Description:

Responsibilities:

  • Own the Regional Partner Strategy by building and executing a sales plan to expand SymphonyAI’s financial services footprint in North America through co-sell, solution plays, and Azure Marketplace activation.
  • Drive Partner-Led Revenue Growth by delivering against ARR targets, engaging partner field teams, orchestrating joint pursuits, and unlocking new accounts in the financial crime sector.
  • Deepen Microsoft Engagement by building trusted relationships with Microsoft’s Financial Services Industry Team, Partner Development Managers (PDMs), Global Partner Solutions (GPS), and Azure Sales leads.
  • GSI Field Enablement & Execution by driving GSI field alignment via readiness sessions, and sales enablement initiatives that result in joint wins.
  • Strategic Account Mapping through shared account planning, territory alignment, and vertical GTM plays targeting top-tier financial institutions in North America.
  • Pipeline Management & Forecasting by owning the partner pipeline with a disciplined sales process—tracking joint opportunities, measuring co-sell conversion, and reporting weekly to leadership.
  • Marketing Collaboration by coordinating with SymphonyAI and partner marketing teams to co-develop campaigns, events, and joint solution assets.
  • Internal Evangelism & Cross-Functional Alignment by serving as the regional partner champion within Financial Services—driving alignment across product, marketing, solutions, and executive teams.

Required Skills & Qualifications:

  • Proven Sales Leadership: 10+ years in enterprise sales or partner-led GTM roles.
  • Track Record of Co-Sell Success: Demonstrated ability to build high-quality pipelines, accelerate win rates, and land strategic logos through joint motions.
  • Strategic Relationship Management: Executive presence and strong influencing skills to build trust across SymphonyAI and partner stakeholders.
  • Operational Rigor: Deep experience in sales process management, partner KPIs, and co-sell forecasting.
  • Microsoft Ecosystem Expertise: Experience managing co-sell with Microsoft, navigating Azure incentives, and partnering with PDMs, ISD/ISV, or Industry teams.
  • Excellent Communication: Ability to craft compelling partner narratives, host joint business reviews, and present at partner-led events.
  • Education: Bachelor’s degree required; MBA preferred.

Preferred Skills & Qualifications:

  • 5+ years in financial services.
  • Clear understanding of Financial Services business models, enterprise buying cycles, and key transformation challenges across financial crime compliance.
  • Strong personal network across consultancies and GSI field teams.

 

Compensation & Benefits:

  • Competitive compensation and commission structure.
  • High-visibility role with direct access to executive leadership.
  • A high-growth, mission-driven environment powered by industry pioneers.

Diversity & Inclusion Statement:
We are committed to building a diverse and inclusive team and encourage candidates from all backgrounds to apply.

 

About Us:

SymphonyAI is building the leading enterprise AI SaaS company for digital transformation across the most critical and resilient growth industries, including retail, consumer packaged goods, financial crime prevention, manufacturing, media, and IT service management. Since its founding in 2017, SymphonyAI today serves 1500+ Enterprise customers globally and has grown to 3,000 talented leaders, data scientists, and other professionals across over 30 countries.

 

 

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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