Executive Sales Officer, Equipment Finance - Flagstar Financial & Leasing
Sales manager job at Flagstar Bank
Title
Executive Sales Officer, Equipment Finance - Flagstar Financial & Leasing The Executive Sales Officer (ESO) plays a critical role within Flagstar Finance & Leasing, responsible for developing and maintaining customer relationships. The ESO must have a strong background in credit fundamentals to evaluate financial worthiness of prospective and current clients. Responsible for originating new customer relationships through direct channels, primarily targeting middle market companies in construction, manufacturing, distribution, and service industries.
Flagstar Bank is committed to fair, competitive, and market-informed pay for all employees. Compensation for this role is based on commission - a draw will be advanced with a range between $140,000-$190,000. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Identify and solicit new business prospects through direct contacting efforts, representing Flagstar Financial in the market to build a strong network of sales opportunities.
Develop partnerships with Flagstar bankers across Commercial and Private Banking Groups to provide financing solutions to both new and existing clients.
Leverage industry insight, product knowledge, and communication skills to develop strong relationships with new & existing clients.
Achieve/exceed new business volume quotas and portfolio growth goals set annually by management.
Evaluate all aspects of potential transactions including financial position of clients and transaction structure.
Partner with credit and documentation teams to meet service expectations and manage risk.
Monitor existing client creditworthiness on an ongoing basis and remain proactive with respect to changing dynamics of market conditions and competition.
Uses independent judgement and discretion to make decisions.
Analyzes and resolves problems pertaining to client transactions and service levels.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
Minimum experience required: 4+ Years' sales experience in similar equipment financing environment, with a verifiable production history.
Preferred Qualifications:
Education level preferred: Undergraduate Degree (4 years or equivalent)
Job Competencies:
Expert knowledge of equipment financing products, pricing, and structure.
Must possess professional communication, presentation and negotiation skills.
Demonstrate a foundational understanding of financial/credit policies and financial statements.
Ability to build a pipeline of qualified prospects through referrals, cold-calling, and networking.
Exhibit a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Computer literate with proficiency in Microsoft applications including Word, Excel, Outlook.
Proficiency with Super TRUMP, T Value and other CRM applications.
Strong attention to detail.
Ability to work independently from remote locations.
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
Ability to travel up to 50% of time
Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.
Auto-ApplyDirector, Innovation & AI SME, US & Americas
New York, NY jobs
This position has been established to support CA-CIB Americas in developing and driving the innovation and AI portfolio.
The AI SME will be tasked with defining and executing the AI Americas strategy, which includes establishing effective governance with the AI factory team based in Paris, Headquarters.
Locally, the AI SME will be responsible for fostering strong collaborations with executive leadership across the Bank to identify AI opportunities. Additionally, they will work closely with various teams to achieve business goals and enhance client experiences.
The ideal candidate will drive the implementation of AI solutions, ensuring the Bank adheres to best-in-class delivery approaches for safe and scalable methods.
This role requires a solid understanding of the banking sector, expertise in AI/ML technologies, and the ability to integrate AI into banking processes effectively. The candidate must also be able to influence stakeholders while prioritizing and executing strategic initiatives successfully.
The AI SME will act as a leading authority on AI within CA-CIB Americas and report directly to the Americas Chief Information Officer/Head of Global IT (GIT) and functionally to the Head of the AI factory in Head office.
Key Responsibilities
• Serve as a key representative of the AI Factory, promoting and implementing AI solutions and culture throughout CA-CIB Americas
• Cultivate strong relationships with local C-suite executives to align AI strategies with broader organizational objectives, ensuring support and advocacy for AI initiatives
• Communicate local requirements and insights to the head office and the AI Factory, and generate relevant use cases
• Oversee local AI governance and reporting to ensure compliance and transparency in AI usage across Americas operations
• Build and manage the local portfolio of AI use cases in collaboration with business and IT teams, ensuring alignment with local needs
• Manage the “New Service & Usage” process related to AI solutions in collaboration with local support functions (Risk, Compliance, Legal, IT Security…).
• Develop a comprehensive training plan: identifying target audiences, training requirements, and priority areas.
• Establish the practice as a thought leader in the AI space through active industry participation, publications, and advocacy for ethical AI practices.
• Stay abreast of local AI market trends, including competitor activities and innovation, and provide regular insights to inform strategic decisions.
Communication
Key Internal Contacts
Regional and local management,
Central AI factory and GIT IT lines.
Control functions in particular RPC, CPL, LGL and ISS, COO Office.
Business lines
Key External Contacts
Local innovative and AI ecosystem.
Education
Advanced degree in AI, Data Science, Computer Science, Business, or a related field.
Experience
Practice Building: Proven ability to establish and scale a practice or team, including acquiring new clients and developing innovative service offerings.
Strategic Leadership: Expertise in defining and executing AI strategies that deliver significant business outcomes.
C-suite Engagement: Experience working with senior executives to drive alignment and communicate the value of AI initiatives.
AI and Machine Learning Knowledge: Strong understanding of AI models, frameworks, and analytics, with the ability to bridge technical and business perspectives.
Demonstrated ability to deliver large-scale training sessions to diverse audiences with varying levels of expertise on the subject matter
Required skills
Be passionate about AI & Innovation - focused on defining the broad AI strategy and how to bring to life within the Bank.
Naturally curious and logically minded
Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence
Highly self-motivated and ability to remain calm under intense pressure
Team oriented
Analytical and data-driven with knowledge of KPI frameworks such as OKRs or HEART to communicate measures of success.
IT literate
Good understanding of bank products
Extensive market knowledge
Mortgage Market Expansion Manager-Florida Panhandle
Destin, FL jobs
Job Title: Mortgage Market Expansion Manager
Motto Mortgage, a major national mortgage brokerage with over 200 offices nationwide, is launching a strategic expansion in the Florida Panhandle. We are searching for an exceptional Mortgage Loan Officer to help drive this growth and become a key member of our local leadership team.
This opportunity is designed for an individual who combines strong production capability with the leadership presence needed to build and guide a local team. At Motto Mortgage Resolutions, this role is key in establishing a high-performing branch-driving production, strengthening partnerships and influencing long-term strategic direction. If you are motivated by growth, leadership, and the ability to shape a local market with the support of a national brand, this position offers an exceptional opportunity.
Primary Responsibilities
Lead the growth and development of the Panhandle market for Motto Mortgage Resolutions
.
Recruit, train and mentor additional loan officers as the branch scales.
Originate and close residential mortgage loans with attention to service and compliance.
Strengthen relationships with Realtors and local partners.
Ideal Qualifications
· Active NMLS license with a minimum of 3 years as a producing mortgage loan officer.
· Consistent production of 2+ closed loans per month.
· Established Realtor referral network and active membership in at least one local Realtor association.
· Entrepreneurial leader who excels in a growth-driven environment, stays disciplined and committed, and is energized by building high-impact results.
· Strong command of technology and digital tools to drive business and brand presence.
· Excellent communication, organizational and relationship-building abilities.
· Demonstrate drive to build, coach, and lead a high-performing team, with the confidence to establish standards, guide developing talent, and foster a collaborative, growth-focused culture.
What we offer
· National brand strength with proven systems.
· Local autonomy paired with comprehensive corporate resources.
· Lucrative compensation with performance bonuses and incentives tied to branch growth, recognizing your direct impact on team and business success.
· Streamlined technology for CRM/client management, marketing and workflow.
· Ongoing professional development through Internal and external training.
· Wholesale pricing and broad program access.
· Personalized marketing materials and individual loan officer website.
· Product availability across Fannie, Freddie, FHA, VA, Reverse, HELOCs, Jumbo, and Niche/Non-QM programs.
· Flexible, remote work environment designed for productivity and balance.
About the Company
Motto Mortgage Resolutions is an independently owned and operated office of Motto Franchising, LLC. Franchise owners and their loan originators receive extensive support including ongoing education, an ecosystem of technology tools designed to streamline and simplify the loan process, guidance on compliance, recruiting assistance to help grow their businesses, and support in navigating the nuances of the mortgage industry.
The Motto Mortgage network is breaking the mold by giving the power of choice back to consumers with less jargon, more transparency, and even more options to choose from as they shop for the right home loan. With more than 225 offices open across over 40 states, Motto Franchising, LLC's unique national franchise mortgage brokerage model is the first of its kind in the United States. Created to disrupt the mortgage industry, the Motto Mortgage network connects loan originators and real estate agents to provide a seamless, personalized experience and one-stop shopping for consumers. Each Motto Mortgage office is independently owned, operated, and licensed.
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Sales Director
Alabama, NY jobs
An exciting opportunity to take the lead of our dynamic sales team and drive strategic growth!
The Sales Director is a key leadership position responsible for driving revenue growth at Alleghany Services. This role oversees the development and execution of the company's sales strategy, supports Account Executives in meeting and exceeding targets, and strengthens customer relationships to ensure long-term business success. The ideal candidate brings a results-oriented mindset, strong team leadership, and deep understanding of strategic sales planning in agricultural or construction industries.
Strategic Leadership
Lead and implement Alleghany's national sales strategy in alignment with aggressive growth targets.
Develop market penetration plans to expand into new regions and customer segments.
Identify and monitor industry trends, competitor activities, and customer insights to refine strategy.
Team Management & Development
Directly manage, coach, and support a team of Account Executives across multiple territories.
Set, communicate, and track individual and team KPIs; provide regular performance feedback.
Design and deliver onboarding, training, and mentorship programs for new sales hires.
Sales Execution & Reporting
Oversee execution of territory-level sales plans to ensure monthly, quarterly, and annual goals are achieved.
Lead weekly sales meetings, pipeline reviews, and forecasting sessions.
Prepare and deliver monthly sales performance reports and insights to executive leadership.
Customer Engagement & Business Development
Serve as a senior resource for Account Executives in high-stakes sales, including attending key client meetings.
Represent Alleghany Services at trade shows, industry events, and client forums.
Work closely with marketing to align messaging, lead generation, and client outreach strategies.
Foster strong, enduring relationships with current and prospective clients.
Knowledge, Skills, and/or Abilities Required:
Minimum 5 years of experience in sales management, preferably in construction, engineering, or agricultural sectors
Proven ability to lead high-performing sales teams and consistently meet or exceed revenue targets
Strong analytical and strategic thinking skills, with experience translating data into action
Exceptional communication, negotiation, and presentation abilities
High attention to detail and organizational strength
Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Valid driver's license and ability to travel regionally, including overnight as required
This description reflects the core duties of the Sales Director position but is not intended to be all-inclusive. Responsibilities may evolve based on business needs and growth.
Licensed P&C Insurance Professional - Sales and Service (Signing Bonus) - PHX
Phoenix, AZ jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
It is all about learning and growing.
Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.
Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.
We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday.
As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.
What you'll do:
Facilitate the member experience by answering phone calls, emails, and other requests from members.
Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.
Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
Maintain required Property & Casualty (P&C) licenses and state registrations.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or GED equivalent
Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed
1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
Ability to prioritize and multi-task, including navigating through multiple business applications
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Prior experience in a fast-paced contact center environment
Compensation range: The hiring range for this position is: $47,529 - $50,029.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyHead of Retail & Services - Central/East Merchant Sales, ICG
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them?
Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity.
Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships.
Key Responsibilities
Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives.
Directly manage key client relationships and support your team in closing opportunities with customers and prospects.
Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services.
Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead.
Develop and manage the annual budget for your area, ensuring financial targets are met.
Foster partnerships with industry associations to expand influence and market presence.
Train, motivate, and provide daily leadership to your team, creating an environment of growth and success.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Typically eight to 10 years of relevant experience
Preferred Skills/Experience
Advanced knowledge of sales and sales strategies
Effective verbal and written communication skills
Strong management and leadership skills
Demonstrated new business development and relationship management skills
Effective customer service/relations skills
Thorough knowledge of banking products/services, banking operations, and current market trends
Ability to make important decisions independently
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyHead of Sales & Growth
San Francisco, CA jobs
Building at Check
At Check,
we make paying people simple
. In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in.
Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses.
Our Team
Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission.
Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size.
The Work
As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together.
This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check.
In this role, you will:
Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion.
Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle.
Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities.
Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth.
Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners.
Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution.
Tools for the job
Many backgrounds could fit this role, but ideal candidates will have some or all of the following:
8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure
A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies
A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy
Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth
Commercial instincts and comfort owning forecasts and performance metrics
Strong analytical and storytelling skills that help simplify complexity for partners and internal teams
Curiosity for technical products and how they create business value
A collaborative, grounded leadership style that balances strategy and execution
We build best when we come together on level ground.
Travel and Office Policy
The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall.
For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc.
What we offer: (Variable)
For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses.
The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location:
The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000.
For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000.
We accept applications on an ongoing basis with no specified deadline.
Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity.
Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
Auto-ApplyHead of Sales & Growth
New York, NY jobs
Building at Check
At Check,
we make paying people simple
. In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in.
Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses.
Our Team
Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission.
Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size.
The Work
As Head of Sales and Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together.
This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check.
In this role, you will:
Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion.
Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle.
Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities.
Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth.
Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners.
Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution.
Tools for the job
Many backgrounds could fit this role, but ideal candidates will have some or all of the following:
8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure
A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies
A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy
Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth
Commercial instincts and comfort owning forecasts and performance metrics
Strong analytical and storytelling skills that help simplify complexity for partners and internal teams
Curiosity for technical products and how they create business value
A collaborative, grounded leadership style that balances strategy and execution
We build best when we come together on level ground.
Travel and Office Policy
The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall.
For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc.
What we offer: (Variable)
For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses.
The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location:
The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000.
For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000.
We accept applications on an ongoing basis with no specified deadline.
Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity.
Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
Auto-ApplyHead of Sales USA (Energy or Utility Exp Required) - Remote
Remote
Our client is world's best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services.
Job Description
Region:
USA
Work Environment:
Remote USA
Reporting to:
Global Business Unit Head
Reports:
5 to 6 Senior Sales Managers
Domain Expertise
: Renewable Generation, Transmission & Distribution, Energy Trading
Customer Segment
: Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users
Travel Requirement
: Up to 60% (on business needs)
Job Details:
Objective:
As a Head of Sales, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States.
Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains:
Renewable energy grids and hybrid generation plant control rooms
Power system transmission and distribution (PT&D) control rooms,
Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements
Substation automation software, Fault Analysis application and asset management solutions
Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation
Monitoring and Control of Grid interactive distributed energy resources - energy storage, electric vehicles ad demand response.
You will be supported by:
Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation
Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform
Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development
Their solution tailored to customer's needs by supporting fully configurable and scalable architecture for project specific implementation
In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships.
Key Responsibilities
Sales Strategy & Execution
Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives.
Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers.
Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity.
Consultative Selling & Energy Strategy
Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity.
Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization.
Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions.
Expertise in Proposal Development & Bid Management
Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives
Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer's specific needs
Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer's business and energy infrastructure.
Bridge Relationships with Customer Executives
Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives.
Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation.
Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement.
Market Intelligence & Thought Leadership
Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities
Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition.
Represent THEM at industry events, conferences, and forums, strengthening the company's position as a leader in the energy transformation space.
Customer Engagement & Success
Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values.
Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions.
Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer's energy strategy.
Qualifications
Required Qualifications:
25+ years of experience in sales, business development, or technical sales, with at least 15 years of leadership experience within the electric utility or energy sector.
Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management.
Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals.
Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders.
Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations.
Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector.
Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes.
Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions.
Skills & Competencies:
Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations.
Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector.
Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes.
Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions.
Additional Information
Sales Incentives and Other Benefits:
401K Match up to 4%
Health, Dental and Vision Insurance
Regional Fidelity Channel Manager - Tampa
Tampa, FL jobs
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplySales Executive, Renewal Manager
Jay, FL jobs
At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS?
About the team:
Join our team today! Our team provides a comprehensive suite of core banking solutions designed to support banks of all sizes with modernization, scalability, and digital transformation. We strive to renew existing partnerships with FIS customers across different market segments and product suites in North America.
About the role:
As a Sales Executive, Renewal Manager, you'll be part of a tenured team of self-motivated, high achieving professionals. You'll have an exciting opportunity to provide industry-leading solutions, strategic products, and industry expertise. The role is critical to maintaining revenue continuity, enhancing client satisfaction, and identifying growth opportunities through upselling and cross-selling.
What you will be doing:
Manage end-to-end contract renewal process for existing clients.
Identify current contracts approaching expiration to initiate and conduct retention discussions with the relevant customer.
Prepare and present overviews of the client's current FIS relationships and product suites to establish baseline understanding of the business involved in the renewal.
Prepare, present, and negotiate pricing proposals to retain the client relationship.
Identify “next best” or new products the customer can use to grow their business and facilitate incorporation of those into the renewal discussions.
Focus on account retention and continued revenue growth.
Monitor client health and proactively address churn risks.
What you will need:
Prior experience as a Sales Executive and/or Renewal Manager in FinTech or financial services.
At least 5+ years of experience interacting and partnering with senior management is preferred.
Understanding of banking operations, technology and change landscape, preferably with FIS products and solutions.
Advanced communication, presentation, and negotiation skills.
Ability to travel at least 30%.
Analytical mindset for data-driven renewal strategies.
What we offer you:
At FIS, we are as committed to growing our employees' careers as our own business. We offer:
Opportunities to innovate in fintech
Inclusive and diverse team atmosphere
Professional and personal development
Resources to contribute to your community
Competitive salary and benefits
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $98,200.00 - $162,040.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
Auto-ApplyRegional Fidelity Channel Manager - Tampa
Florida jobs
Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Head of Sales, IOT DE
New York, NY jobs
* The candidate will be responsible for strategizing GTM for TCS IoT/DE offerings for the net new customers from the GTU (prequalified list) and to the existing customers in North America * Identify the market potential for the new transformative digital and IoT/DE offerings and create a business case for the investments. Work with the horizontal solutions and delivery team to incubate and scale these offerings
* Drive proactive deal creation by aligning to the CEO's agenda in the targeted companies working with key non-CIO stakeholders
* Develop strong, long-term relationships and referrals with both business and technology senior management executives at the targeted firms
* Improve the brand awareness and reputation of TCS in North America as the preferred partner for IoT/DE services
* Support market research and competitive positioning analysis in partnership with the regional and industry marketing teams
* The candidate will manage a team of IoT/DE BDDs responsible for building relationships with Engineering/ Manufacturing related stakeholders in the target customers
* Will own new logo acquisition, TCV acquisition from the net new and existing customers, and downstream revenue realization and related governance with customers and internal service units
* The candidate should have 20+ years of experience with at least 10 years in selling Engineering Services
* Should have experience of selling offerings like Core Engineering (CAD, CAM, CAE), IOT, Embedded Systems, Infotainment, Mobility, MES, Asset Management, GIS, SCADA, GCC takeover, etc.
* Should have experience of selling large deals - $25 Mn+ (minimum)
* Should have experience of building Hi-Performance teams
* Should have experience in selling to physical asset heavy industries - Manufacturing (both discrete and process), Life Sciences, Medical Devices, Telecom Devices, Hi-tech, Utilities, Oil & Gas, Metals, Mining, Construction
* Experience of selling to F1000 and G2000 logos in NA market
Adhere to the TCS sales, human resources, and corporate ethical policies, standards, and guidelines
Open to any major city in the US
Qualifications:
Engineering degree - ideally Mechanical Engineering (or degrees mapping to Physical asset industries - Civil, Chemical, Petroleum, Bio Medical, Mining)
Salary Range: $300,000-$350,000 a year
#LI-BA1
Head of Sales, IOT DE
Edison, NJ jobs
* The candidate will be responsible for strategizing GTM for TCS IoT/DE offerings for the net new customers from the GTU (prequalified list) and to the existing customers in North America * Identify the market potential for the new transformative digital and IoT/DE offerings and create a business case for the investments. Work with the horizontal solutions and delivery team to incubate and scale these offerings
* Drive proactive deal creation by aligning to the CEO's agenda in the targeted companies working with key non-CIO stakeholders
* Develop strong, long-term relationships and referrals with both business and technology senior management executives at the targeted firms
* Improve the brand awareness and reputation of TCS in North America as the preferred partner for IoT/DE services
* Support market research and competitive positioning analysis in partnership with the regional and industry marketing teams
* The candidate will manage a team of IoT/DE BDDs responsible for building relationships with Engineering/ Manufacturing related stakeholders in the target customers
* Will own new logo acquisition, TCV acquisition from the net new and existing customers, and downstream revenue realization and related governance with customers and internal service units
* The candidate should have 20+ years of experience with at least 10 years in selling Engineering Services
* Should have experience of selling offerings like Core Engineering (CAD, CAM, CAE), IOT, Embedded Systems, Infotainment, Mobility, MES, Asset Management, GIS, SCADA, GCC takeover, etc.
* Should have experience of selling large deals - $25 Mn+ (minimum)
* Should have experience of building Hi-Performance teams
* Should have experience in selling to physical asset heavy industries - Manufacturing (both discrete and process), Life Sciences, Medical Devices, Telecom Devices, Hi-tech, Utilities, Oil & Gas, Metals, Mining, Construction
* Experience of selling to F1000 and G2000 logos in NA market
Adhere to the TCS sales, human resources, and corporate ethical policies, standards, and guidelines
Open to any major city in the US
Qualifications:
Engineering degree - ideally Mechanical Engineering (or degrees mapping to Physical asset industries - Civil, Chemical, Petroleum, Bio Medical, Mining)
Salary Range: $300,000-$350,000 a year
#LI-BA1
Workplace Solutions, Global Head of Sales Enablement
New York jobs
JP Morgan Workplace Solutions, a subsidiary of JP Morgan Asset & Wealth Management, is a global leader in equity compensation management, offering a premier cloud-based platform for share plan management. Serving over 600 corporate clients-from start-ups to multinational corporations-the company manages nearly $200 billion in assets for 650,000 employee participants. We are a dedicated global team of over 600 professionals at the forefront of transforming compensation strategies worldwide.
As the Global Head of Sales Enablement, you will be responsible for developing and executing strategies to improve the efficiency and success rate of the J.P. Morgan Workplace Solutions stock plan administration sales team.
This role will build and lead a team responsible for delivering support across the sales lifecycle, including:
RFP Management: Optimize and manage team responsible for delivering customized RFPs, including owning technical requirements for RFP automation.
Sales Training Development and Delivery: Optimize and manage L&D resources to design and implement comprehensive sales training programs covering product knowledge, sales methodologies, competitive landscape, and customer engagement strategies, including onboarding for new sales reps.
Sales Playbook Development: Create and maintain sales playbooks outlining best practices, sales processes, and customer interaction guidelines for different sales stages.
Sales and Marketing Alignment: Collaborate closely with our Workplace Solutions marketing team to ensure sales messaging is consistent with overall brand strategy and that marketing materials are readily available to sales reps.
Prospect and sales collateral: Oversee the development and customization of sales collateral like pitch decks, case studies, whitepapers, and product demos, ensuring content is relevant, up-to-date, and easily accessible to the sales team.
Required Skills and Qualifications:
Strong understanding of sales processes, methodologies, and the sales cycle
Proven experience in developing and delivering sales training programs
Excellent communication and presentation skills
Ability to analyze data and translate insights into actionable strategies
Strong project management skills to manage multiple initiatives simultaneously
Collaborative spirit with the ability to build strong relationships across departments
Expertise in sales enablement tools and technology
Auto-ApplyHead of NAM Solution Sales - Citi Commercial Banking
New York, NY jobs
The Citi Commercial Bank (CCB) engages with mid-sized companies, across a variety of sectors to develop their businesses and enter new markets. The Services division provides our Commercial Bank clients with access to Citi's global reach and local transactional banking expertise for insights, advice and guidance on domestic and international growth.
The role will be primarily responsible for establishing a consistent and highly effective Services Sales team to focus on 1) drive growth with existing clients across all industries 2) technical expertise for designing complex solution structures and 3) enhancing the client.
This role reflects the opportunity in this segment, while helping to directionally support North America to deliver on the ambitious client growth goals. Citi's Services division offers the industry's most comprehensive suite of Treasury and Trade Solutions (TTS) including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial card programs, and trade finance. With a full range of digital and mobile enabled platforms, tools and analytics, TTS continues to lead the way in delivering innovative and tailored solutions to its clients. Combined with a worldwide network of experienced transaction services professionals, TTS is well suited to serve clients anywhere they do business - especially to the growing CCB sector.
As NAM Solutions Sales Head, you will be accountable for the following:
Championing the growth of our existing client partnerships closely with the CCB Bankers and wider leadership from Onboarding, Product, Services and Marketing. Core goal is to drive new, profitable business in line with CCB goals and strategy.
Develop and execute a client sales strategy that drives increased market share, revenue growth leveraging wallet share and data analytics, and to orientate our sales effort in the direction of the most important opportunities, going wider and deeper for our CCB clients.
Support the roll-out of a sales management process that ensures globally consistent usage of our Client Relationship Management platforms and Deal Design best-practice across Cash Management, Trade and Cards origination, that leverages clear R&R's and disciplined deal management processes.
As part of the CCB NAM and Global TTS-CCB Sales leadership, articulate sales priorities and initiatives as aligned with the global and cluster sales goals, and within the boundaries of the CCB target market.
Utilize the agreed TTS-CCB scorecard goals to establish and monitor monthly origination, wins, pipeline, and revenue growth KPI's across in the agreed target market coverage names and overall sales goals.
Influence, partner and align with key partners across the organization to meet the ambitious NAM targets.
Partner with the CCB NAM Business Development Head to graduate new clients into the Solution Sales organizations
Key Responsibilities:
The head of this role will be required to execute the design of the Global Solution Sales and Business Development structure via the following structural components - and hold new responsibilities across Cash Management, Trade and Cards Origination sales goals:
Drive growth with existing clients across all industries - deepen client wallets across Services solution suite
Deepen client wallet through end-to-end solutioning and execution. Drive Data Initiatives and Campaigns for the Acquisition Journey and align earlier engagement with CCB on discussions with wallet opportunities.
Technical Expertise and Execution - Concentrated Support for Global Expansion and Product Diversity
Concentrate Ecosystem Mapping and Client Focus with resource alignment for High-Growth Industries, Product Complexity and Global Mandates / Solutions and RFP's. Support GSS clients (L2's) in line with account planning and wider opportunity-focus with more complex and unique solutioning needed.
Subsidiary and Outbound Flow Capture - Enhance Connectivity for Global Corridor Capture Align Global CCB Corridor Desks with CSG Sales for Complex Deal Structuring and concentrate on the 8 CCB Priority Markets and Related Flow Capture. Agree new standards and targets with CCB Banking on origination partnership for Cash Management products, Trade and Cards.
In addition, key accountability will be held for the following sales and role-related disciplines:
Act as a client advocate in managing the Citi network to ensure best practice sharing, client satisfaction and wider product relevance and commercialization against specific and growing trends of the CCB and TTS partnership.
Ensure country sales pipeline management discipline & execution against defined Sales KPI's for the country - and support RFP & implementation activities where required to help oversee timely revenue ramp up of new business.
Drive sales performance across TTS Sales & monitor the Banker-led sales processes and pipeline to help step-in as an escalation point if required to deliver optimal solutions to clients.
Introduce Cash, Trade, Cards and Issuer -related origination goals and institute related trainings to ensure all salespeople roles have adequate insight and understanding of solutioning.
Ensure consistent, proficient delivery of all sales management reporting and disciplines including account planning, calling intensity and lead generation.
Design consistent Scorecards for each Sales Role, along with a set of key performance indicators to ensure we are measuring key aspects of our business to identify progress on an ongoing basis.
Ensure that our upstream sales process (prospecting, origination, deal design, among other) supports a world class onboarding experience for existing Commercial Bank clients.
Work in partnership with marketing to leverage previous TTS-sales best-practices and institute deeper, more comprehensive alignment on industry events, proprietary events and with internal channel and network socialization (CCB EDGE, Seismic, etc).
Key Candidate Expectations:
An experienced strategic leader who has strong communication and interpersonal skills and can create great client impact. An influential executive that helps us drive our Services growth agenda for CCB through a world class sales process and sales management governance.
A disciplined approach to sales management and ideally relevant experience in Treasury & Trade Solutions and the Commercial Bank segment - with a proven ability to spot and develop opportunities to build alliances and partnerships to drive innovative solutions,
Manage and coordinate the complexities of multiple geographies, while leading a team of professionals, to strengthen and ease the knowledge, insight and differentiators about the NAM region.
Help to manage significant exposure to senior stakeholders, influencing strategic thinking and direction - with a strong pathway to further Services and CCB leadership opportunities.
Leverage experience with building teams through attracting new talent, coaching and mentoring, and upskill the team with the required traits to continually sell Citi differentiation in NAM.
Knowledge/Experience:
Deep, broad and diverse functional experience (i.e. marketing, credit, product development, analytics) with a strong track record of driving business innovation and leveraging management information and data analytics to drive results.
Extensive and relevant experience senior leadership in leading and managing teams.
Extensive direct people management experience.
An accomplished Business Manager who understands well the Services (TTS) value proposition.
Proven track record of successfully managing a large and complex business.
Strong communication and interpersonal skills to deal internally and with clients of large global organizations with multiple wallets in multiple locations.
Strong and demonstrated leadership skills managing a diverse team with the ability to motivate and influence and foster innovation.
Superior problem analysis/solving, analytical, interpersonal and teamwork skills.
Proven track record on delivering results, recognized for his or her execution skills.
Exceptional understanding of Trade and Cash products.
Experience in and understanding of new technology developments, their applications and how those enable product delivery at the highest level for our clients.
Experience or understanding of e-commerce solution capabilities and their advantages.
Qualifications/Competencies:
Undergraduate Degree, MBA preferred.
Exceptional leadership and management skills.
Exceptional strategic planning and analytical skills; ability to conceptualize and execute on the vision.
High level of personal integrity and interest in building the business in the region.
Ability to work with multiple organizations and stakeholders, including Senior Management.
Competent in allocating resources across multiple priorities with varying levels of complexity.
------------------------------------------------------
Job Family Group:
Institutional Sales
------------------------------------------------------
Job Family:
Institutional Product Sales
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
New York New York United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 15, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Auto-ApplyHead of NAM Solution Sales - Citi Commercial Banking
New York, NY jobs
The Citi Commercial Bank (CCB) engages with mid-sized companies, across a variety of sectors to develop their businesses and enter new markets. The Services division provides our Commercial Bank clients with access to Citi's global reach and local transactional banking expertise for insights, advice and guidance on domestic and international growth.
The role will be primarily responsible for establishing a consistent and highly effective Services Sales team to focus on 1) drive growth with existing clients across all industries 2) technical expertise for designing complex solution structures and 3) enhancing the client.
This role reflects the opportunity in this segment, while helping to directionally support North America to deliver on the ambitious client growth goals. Citi's Services division offers the industry's most comprehensive suite of Treasury and Trade Solutions (TTS) including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial card programs, and trade finance. With a full range of digital and mobile enabled platforms, tools and analytics, TTS continues to lead the way in delivering innovative and tailored solutions to its clients. Combined with a worldwide network of experienced transaction services professionals, TTS is well suited to serve clients anywhere they do business - especially to the growing CCB sector.
As NAM Solutions Sales Head, you will be accountable for the following:
+ Championing the growth of our existing client partnerships closely with the CCB Bankers and wider leadership from Onboarding, Product, Services and Marketing. Core goal is to drive new, profitable business in line with CCB goals and strategy.
+ Develop and execute a client sales strategy that drives increased market share, revenue growth leveraging wallet share and data analytics, and to orientate our sales effort in the direction of the most important opportunities, going wider and deeper for our CCB clients.
+ Support the roll-out of a sales management process that ensures globally consistent usage of our Client Relationship Management platforms and Deal Design best-practice across Cash Management, Trade and Cards origination, that leverages clear R&R's and disciplined deal management processes.
+ As part of the CCB NAM and Global TTS-CCB Sales leadership, articulate sales priorities and initiatives as aligned with the global and cluster sales goals, and within the boundaries of the CCB target market.
+ Utilize the agreed TTS-CCB scorecard goals to establish and monitor monthly origination, wins, pipeline, and revenue growth KPI's across in the agreed target market coverage names and overall sales goals.
+ Influence, partner and align with key partners across the organization to meet the ambitious NAM targets.
+ Partner with the CCB NAM Business Development Head to graduate new clients into the Solution Sales organizations
Key Responsibilities:
+ The head of this role will be required to execute the design of the Global Solution Sales and Business Development structure via the following structural components - and hold new responsibilities across Cash Management, Trade and Cards Origination sales goals:
+ Drive growth with existing clients across all industries - deepen client wallets across Services solution suite
+ Deepen client wallet through end-to-end solutioning and execution. Drive Data Initiatives and Campaigns for the Acquisition Journey and align earlier engagement with CCB on discussions with wallet opportunities.
+ Technical Expertise and Execution - Concentrated Support for Global Expansion and Product Diversity
+ Concentrate Ecosystem Mapping and Client Focus with resource alignment for High-Growth Industries, Product Complexity and Global Mandates / Solutions and RFP's. Support GSS clients (L2's) in line with account planning and wider opportunity-focus with more complex and unique solutioning needed.
+ Subsidiary and Outbound Flow Capture - Enhance Connectivity for Global Corridor Capture Align Global CCB Corridor Desks with CSG Sales for Complex Deal Structuring and concentrate on the 8 CCB Priority Markets and Related Flow Capture. Agree new standards and targets with CCB Banking on origination partnership for Cash Management products, Trade and Cards.
In addition, key accountability will be held for the following sales and role-related disciplines:
+ Act as a client advocate in managing the Citi network to ensure best practice sharing, client satisfaction and wider product relevance and commercialization against specific and growing trends of the CCB and TTS partnership.
+ Ensure country sales pipeline management discipline & execution against defined Sales KPI's for the country - and support RFP & implementation activities where required to help oversee timely revenue ramp up of new business.
+ Drive sales performance across TTS Sales & monitor the Banker-led sales processes and pipeline to help step-in as an escalation point if required to deliver optimal solutions to clients.
+ Introduce Cash, Trade, Cards and Issuer -related origination goals and institute related trainings to ensure all salespeople roles have adequate insight and understanding of solutioning.
+ Ensure consistent, proficient delivery of all sales management reporting and disciplines including account planning, calling intensity and lead generation.
+ Design consistent Scorecards for each Sales Role, along with a set of key performance indicators to ensure we are measuring key aspects of our business to identify progress on an ongoing basis.
+ Ensure that our upstream sales process (prospecting, origination, deal design, among other) supports a world class onboarding experience for existing Commercial Bank clients.
+ Work in partnership with marketing to leverage previous TTS-sales best-practices and institute deeper, more comprehensive alignment on industry events, proprietary events and with internal channel and network socialization (CCB EDGE, Seismic, etc).
Key Candidate Expectations:
+ An experienced strategic leader who has strong communication and interpersonal skills and can create great client impact. An influential executive that helps us drive our Services growth agenda for CCB through a world class sales process and sales management governance.
+ A disciplined approach to sales management and ideally relevant experience in Treasury & Trade Solutions and the Commercial Bank segment - with a proven ability to spot and develop opportunities to build alliances and partnerships to drive innovative solutions,
+ Manage and coordinate the complexities of multiple geographies, while leading a team of professionals, to strengthen and ease the knowledge, insight and differentiators about the NAM region.
+ Help to manage significant exposure to senior stakeholders, influencing strategic thinking and direction - with a strong pathway to further Services and CCB leadership opportunities.
+ Leverage experience with building teams through attracting new talent, coaching and mentoring, and upskill the team with the required traits to continually sell Citi differentiation in NAM.
Knowledge/Experience:
+ Deep, broad and diverse functional experience (i.e. marketing, credit, product development, analytics) with a strong track record of driving business innovation and leveraging management information and data analytics to drive results.
+ Extensive and relevant experience senior leadership in leading and managing teams.
+ Extensive direct people management experience.
+ An accomplished Business Manager who understands well the Services (TTS) value proposition.
+ Proven track record of successfully managing a large and complex business.
+ Strong communication and interpersonal skills to deal internally and with clients of large global organizations with multiple wallets in multiple locations.
+ Strong and demonstrated leadership skills managing a diverse team with the ability to motivate and influence and foster innovation.
+ Superior problem analysis/solving, analytical, interpersonal and teamwork skills.
+ Proven track record on delivering results, recognized for his or her execution skills.
+ Exceptional understanding of Trade and Cash products.
+ Experience in and understanding of new technology developments, their applications and how those enable product delivery at the highest level for our clients.
+ Experience or understanding of e-commerce solution capabilities and their advantages.
Qualifications/Competencies:
+ Undergraduate Degree, MBA preferred.
+ Exceptional leadership and management skills.
+ Exceptional strategic planning and analytical skills; ability to conceptualize and execute on the vision.
+ High level of personal integrity and interest in building the business in the region.
+ Ability to work with multiple organizations and stakeholders, including Senior Management.
+ Competent in allocating resources across multiple priorities with varying levels of complexity.
------------------------------------------------------
**Job Family Group:**
Institutional Sales
------------------------------------------------------
**Job Family:**
Institutional Product Sales
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
New York New York United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$250,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 15, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Head of NAM Solution Sales - Citi Commercial Banking
New York, NY jobs
The Citi Commercial Bank (CCB) engages with mid-sized companies, across a variety of sectors to develop their businesses and enter new markets. The Services division provides our Commercial Bank clients with access to Citi's global reach and local transactional banking expertise for insights, advice and guidance on domestic and international growth.
The role will be primarily responsible for establishing a consistent and highly effective Services Sales team to focus on 1) drive growth with existing clients across all industries 2) technical expertise for designing complex solution structures and 3) enhancing the client.
This role reflects the opportunity in this segment, while helping to directionally support North America to deliver on the ambitious client growth goals. Citi's Services division offers the industry's most comprehensive suite of Treasury and Trade Solutions (TTS) including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial card programs, and trade finance. With a full range of digital and mobile enabled platforms, tools and analytics, TTS continues to lead the way in delivering innovative and tailored solutions to its clients. Combined with a worldwide network of experienced transaction services professionals, TTS is well suited to serve clients anywhere they do business - especially to the growing CCB sector.
As NAM Solutions Sales Head, you will be accountable for the following:
* Championing the growth of our existing client partnerships closely with the CCB Bankers and wider leadership from Onboarding, Product, Services and Marketing. Core goal is to drive new, profitable business in line with CCB goals and strategy.
* Develop and execute a client sales strategy that drives increased market share, revenue growth leveraging wallet share and data analytics, and to orientate our sales effort in the direction of the most important opportunities, going wider and deeper for our CCB clients.
* Support the roll-out of a sales management process that ensures globally consistent usage of our Client Relationship Management platforms and Deal Design best-practice across Cash Management, Trade and Cards origination, that leverages clear R&R's and disciplined deal management processes.
* As part of the CCB NAM and Global TTS-CCB Sales leadership, articulate sales priorities and initiatives as aligned with the global and cluster sales goals, and within the boundaries of the CCB target market.
* Utilize the agreed TTS-CCB scorecard goals to establish and monitor monthly origination, wins, pipeline, and revenue growth KPI's across in the agreed target market coverage names and overall sales goals.
* Influence, partner and align with key partners across the organization to meet the ambitious NAM targets.
* Partner with the CCB NAM Business Development Head to graduate new clients into the Solution Sales organizations
Key Responsibilities:
* The head of this role will be required to execute the design of the Global Solution Sales and Business Development structure via the following structural components - and hold new responsibilities across Cash Management, Trade and Cards Origination sales goals:
* Drive growth with existing clients across all industries - deepen client wallets across Services solution suite
* Deepen client wallet through end-to-end solutioning and execution. Drive Data Initiatives and Campaigns for the Acquisition Journey and align earlier engagement with CCB on discussions with wallet opportunities.
* Technical Expertise and Execution - Concentrated Support for Global Expansion and Product Diversity
* Concentrate Ecosystem Mapping and Client Focus with resource alignment for High-Growth Industries, Product Complexity and Global Mandates / Solutions and RFP's. Support GSS clients (L2's) in line with account planning and wider opportunity-focus with more complex and unique solutioning needed.
* Subsidiary and Outbound Flow Capture - Enhance Connectivity for Global Corridor Capture Align Global CCB Corridor Desks with CSG Sales for Complex Deal Structuring and concentrate on the 8 CCB Priority Markets and Related Flow Capture. Agree new standards and targets with CCB Banking on origination partnership for Cash Management products, Trade and Cards.
In addition, key accountability will be held for the following sales and role-related disciplines:
* Act as a client advocate in managing the Citi network to ensure best practice sharing, client satisfaction and wider product relevance and commercialization against specific and growing trends of the CCB and TTS partnership.
* Ensure country sales pipeline management discipline & execution against defined Sales KPI's for the country - and support RFP & implementation activities where required to help oversee timely revenue ramp up of new business.
* Drive sales performance across TTS Sales & monitor the Banker-led sales processes and pipeline to help step-in as an escalation point if required to deliver optimal solutions to clients.
* Introduce Cash, Trade, Cards and Issuer -related origination goals and institute related trainings to ensure all salespeople roles have adequate insight and understanding of solutioning.
* Ensure consistent, proficient delivery of all sales management reporting and disciplines including account planning, calling intensity and lead generation.
* Design consistent Scorecards for each Sales Role, along with a set of key performance indicators to ensure we are measuring key aspects of our business to identify progress on an ongoing basis.
* Ensure that our upstream sales process (prospecting, origination, deal design, among other) supports a world class onboarding experience for existing Commercial Bank clients.
* Work in partnership with marketing to leverage previous TTS-sales best-practices and institute deeper, more comprehensive alignment on industry events, proprietary events and with internal channel and network socialization (CCB EDGE, Seismic, etc).
Key Candidate Expectations:
* An experienced strategic leader who has strong communication and interpersonal skills and can create great client impact. An influential executive that helps us drive our Services growth agenda for CCB through a world class sales process and sales management governance.
* A disciplined approach to sales management and ideally relevant experience in Treasury & Trade Solutions and the Commercial Bank segment - with a proven ability to spot and develop opportunities to build alliances and partnerships to drive innovative solutions,
* Manage and coordinate the complexities of multiple geographies, while leading a team of professionals, to strengthen and ease the knowledge, insight and differentiators about the NAM region.
* Help to manage significant exposure to senior stakeholders, influencing strategic thinking and direction - with a strong pathway to further Services and CCB leadership opportunities.
* Leverage experience with building teams through attracting new talent, coaching and mentoring, and upskill the team with the required traits to continually sell Citi differentiation in NAM.
Knowledge/Experience:
* Deep, broad and diverse functional experience (i.e. marketing, credit, product development, analytics) with a strong track record of driving business innovation and leveraging management information and data analytics to drive results.
* Extensive and relevant experience senior leadership in leading and managing teams.
* Extensive direct people management experience.
* An accomplished Business Manager who understands well the Services (TTS) value proposition.
* Proven track record of successfully managing a large and complex business.
* Strong communication and interpersonal skills to deal internally and with clients of large global organizations with multiple wallets in multiple locations.
* Strong and demonstrated leadership skills managing a diverse team with the ability to motivate and influence and foster innovation.
* Superior problem analysis/solving, analytical, interpersonal and teamwork skills.
* Proven track record on delivering results, recognized for his or her execution skills.
* Exceptional understanding of Trade and Cash products.
* Experience in and understanding of new technology developments, their applications and how those enable product delivery at the highest level for our clients.
* Experience or understanding of e-commerce solution capabilities and their advantages.
Qualifications/Competencies:
* Undergraduate Degree, MBA preferred.
* Exceptional leadership and management skills.
* Exceptional strategic planning and analytical skills; ability to conceptualize and execute on the vision.
* High level of personal integrity and interest in building the business in the region.
* Ability to work with multiple organizations and stakeholders, including Senior Management.
* Competent in allocating resources across multiple priorities with varying levels of complexity.
* -----------------------------------------------------
Job Family Group:
Institutional Sales
* -----------------------------------------------------
Job Family:
Institutional Product Sales
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
New York New York United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Dec 15, 2025
* -----------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Sales and Trading Production Management
New York, NY jobs
As a member of the Reliability and Production Engineering team within Sales and Trading Production Management, you will be supporting critical trading applications in a fast paced, exciting, and dynamic Trading Floor environment. You will work within a team of technologists acting as the first point of contact for Compliance, Risk, High Touch Trading Desks, and Development teams.
Our team is responsible for:
* Coordinating the preparation and trading of Initial Public Offerings (IPOs), working closely with NYSE, NASDAQ, BATS, and IEX.
* Investigation of user queries. E.g. order rejects, trade breaks, exchange issues. Liaising with clients, exchanges, vendors, and internal teams where appropriate.
* Notifying the business units of system issues or failures in a timely manner. Communicating with global counterparts when necessary.
* Creation of new tools and automation of processes to better support and proactively monitor our environment (Python Preferred).
* Liaising with users and development teams on potential improvements to our trading applications
* Proactive & reactive monitoring of processes, connections & trade flows.
* Incident and problem management adhering to ITIL framework
* Assisting Compliance/ Risk on regulatory inquiries and user permissions.
* Testing failure scenarios to identify problems and improve outage recovery procedures.
Qualifications
* Must enjoy working within a team and have the ability to communicate well cross functionally
* Ability to translate business needs into technical specifications
* Excellent problem solving skills and passion for developing new and creative solutions to complex problems
* Ability to interact with Traders and the drive to learn about securities and markets
* Good business knowledge of Equities would include the ability to demonstrate an understanding of different instruments and how and where they trade. This would also include the ability to describe an order book and the different order types that can be used
* Understanding of SQL and Sybase databases.
* Understanding of operating systems (UNIX, PC)
* Understanding of real time distributed application architectures and experience with message based protocols e.g. FIX.
* Incident management skills - Ability to own issues from start to finish, with a commitment to determining root cause and follow ups.
* Proficiency in a scripting language such as Python
* Knowledge of Agile methodology and cycle is a plus
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $90,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPayments Sales Manager - Public Sector - Executive Director
Washington jobs
Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences.
As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
Job Responsibilities
Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions
Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results
Manages customer expectations by communicating up front timelines and deliverables
Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm
Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners
Develops account plans for select clients
Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.)
Required qualifications, skills and capabilities:
8+ years of experience in treasury management, sales and relationship management experience
Strong understanding of government processes
Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business
Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products
Strong verbal and written communication skills; strong problem solving skills
Understanding of Compliance, Know Your Customer and Risk Awareness
This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status
Preferred qualifications, skills and capabilities:
Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)
Auto-Apply