Practice Sales Lead – Financial Services
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Job Description
Chief Revenue Officer leading financial services overlay sales strategies for Infovista. Driving growth through innovative CX solutions and collaboration across teams while managing client relationships.
Responsibilities:
- Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue.
- Identify and target potential clients within the financial services industry to expand the customer base.
- Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands.
- Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business.
- Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs.
- Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly.
- Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement.
- Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions.
- Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions.
- Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders.
- Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment.
- Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact.
- Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure.
- Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making.
Requirements:
- Proven experience in sales or infrastructure consultancy within the financial services industry, preferably in an overlay sales capacity.
- Strong understanding of CX software products, technologies, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work collaboratively in a cross-functional team environment.
- Demonstrated track record of meeting or exceeding sales targets.
- Proficient in CRM software and sales analytics tools to manage customer relations and sales data effectively.
- Bachelor’s degree in business, Marketing, Computer Science, or a related field
- Deep understanding of: Fraud & identity workflows (ATO, authentication, risk signals)
- Contact center ecosystems (Genesys, NICE, Amazon Connect)
- AI-assisted servicing & LLM risks (hallucination, prompt control)
- Regulatory environments (PSD2, AML, compliance, auditability)
- Customer journey breakdowns across channels
Benefits:
- Flexible workplaces - adaptable work schedules, workspaces and locations
- Inclusive culture - everyone’s voice matters.
- Sustainability - environmental, social & governance programs (ESG Group)
- Innovative environment - shape the future of next gen networks.
- Competitive compensation & benefits plans
- Career development plans
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