Apply on Employer Site

Trianz · 1 week ago

Sales Leader - BFSI

Boston, Massachusetts

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $200K/yr

15+ years exp

Trianz is a company focused on driving strategic growth in the Banking, Financial Services, and Insurance sectors. The Sales Leader - BFSI will be responsible for acquiring new enterprise clients, building executive relationships, and executing a disciplined new-logo acquisition strategy.

AnalyticsArtificial Intelligence (AI)Big DataBusiness IntelligenceCloud InfrastructureCollaborationCyber SecurityGenerative AIMobile AppsTest and Measurement

Growth Opportunities

Responsibilities

Drive acquisition of new enterprise logos specifically within the BFSI vertical (Banks, Credit Unions, FinTech, Insurance, Capital Markets)

Own the full sales cycle—from prospecting and qualification to proposal creation, solutioning coordination, and deal closure

Build a robust pipeline through direct outreach, referrals, partnerships, and industry networks

Develop and execute territory plans, account penetration strategies, and new-logo growth initiatives

Develop and maintain C-level and senior leadership relationships at client organizations (CIO, CTO, CISO, Head of Digital, Chief Data/Analytics Officers, etc.)

Understand client business models, regulatory pressures, customer-facing needs, risk landscape, and digital transformation priorities specific to BFSI

Position Trianz’s capabilities across cloud modernization, digital infrastructure, analytics, security, and managed services

Partner with marketing, solution architects, proposal teams, and delivery leaders to create tailored proposals, SOWs, and RFP responses

Provide feedback to marketing on campaigns, messaging, and collateral relevant to BFSI needs

Align internal teams to ensure consistency, accuracy, and clarity in Salesforce and all sales documentation

Stay up-to-date on BFSI industry trends including digital banking, risk & compliance, AI/ML in financial services, cloud modernization, and customer experience transformation

Leverage market insights to shape Trianz’s positioning and client discussions

Accurately forecast opportunities and maintain disciplined pipeline hygiene

Participate in internal reviews, sales governance cadences, and leadership updates

Travel 50–75% as needed for client engagements, conferences, and organizational meetings

Consistently meet or exceed quota and performance expectations

Qualification

BFSI Domain ExpertiseSales & Business DevelopmentTechnology & Digital TransformationExecutive PresenceStrategic ThinkingCollaboration & LeadershipProactive AttitudeProblem SolvingTime ManagementCommunication Skills

Required

Deep understanding of banking, payments, lending, insurance, and capital markets operations

Knowledge of regulatory/compliance frameworks (FFIEC, GDPR, PCI-DSS, SOC, NYDFS, etc.)

Ability to contextualize digital transformation and cloud initiatives for the BFSI customer journey

Proven track record of acquiring new enterprise logos and closing multi-million-dollar deals

Strong ability to develop pipeline, qualify opportunities, and build winning pursuit strategies

Experience managing complex enterprise sales cycles with multiple stakeholders

Strong working knowledge of: Cloud (AWS/Azure/GCP), Data & Analytics / AI-ML, Digital Infrastructure & Security, Application Modernization, Managed Services

Ability to translate technology into business value for BFSI buyers

Ability to engage, influence, and build trust with C-suite stakeholders

Strong presentation, storytelling, and communication skills for executive conversations

Command of meetings and high-stakes discussions

Experience in SOW development, pricing, value articulation, and contract negotiation

Ability to forecast accurately and manage sales metrics with discipline

Experience working with delivery, marketing, finance, and solution engineering teams

Ability to lead pursuit teams and coordinate proposal development

Proactive, self-driven, and results-oriented

Fast learner with the ability to adopt new tech and integrate it into client conversations

Strong time management, organization, and multitasking ability

Problem solver with a solution-first mindset