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Regional VP Financial Services SMB

ExecuNet San Francisco Full-Time
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Our Sales & Business Development teams collaborate with customers and partners across the globe to help them leverage the Company Agreement Cloud to transform the entire system of agreement process—from preparing to signing, acting on, and managing contracts and other types of agreements. Our team’s partner with some of the largest most innovative companies in the world in dozens of industries to bring the power of Company to more customers. Whether you are selling to a small business or a large enterprise, you will apply your extensive knowledge of our solutions, and leverage our strategic partnerships to help our customers grow their top and bottom line.

This Position

The Regional Vice President of Financial Services Sales will lead a team of Small to Medium Business (SMB) Account Executives (AE's) towards attainment of individual sales quotas while selling into the Central region. This sales leader must be able to empower, measure, monitor and hold the team accountable for monthly quota attainment as well as lead by example.  This strategic leader collaborates with the AEs in opening doors and closing on new business – partnering on account calls, assisting in account health monitoring, and effectively maintaining strong account relationships while also reducing churn and growing new business.  This leader is a mentor as well as a coach; and, is a true evangelist for the needs of the business.

This position is a People Manager and reports to the Vice President of Commercial Sales.


  • Daily management of an SMB field sales team – goal is to grow overall revenue of the Company Agreement Cloud offering within Financial Services through attainment of monthly quotas
  • Assesses sales pipeline, activity & forecasts to determine sales progress & areas for refinement/improvement
  • Coach strategic AEs through the development of key enterprise level sales skills, including vertical market management, forecasting & sales planning, prospecting/pipelining within account base, complex deal negotiations, cross-functional support both internally and externally, as well as CRM/reporting accuracy. Includes performance management, creating a bench of qualified talent, and growing the team headcount as needed
  • Maintain positive and proactive line of communication between the lines of business as well as senior leadership; includes developing and delivering accurate forecast and attainment details during weekly and quarterly business reviews
  • Identifies & supports opportunities for training as well as career diversification and growth across the team
  • Operates well in a fast-paced, dynamic environment without requiring significant supervision. Can think creatively and independently to resolve conflict as well as solve problems

Basic Qualifications

  • 3+ years of sales team management experience, specifically within software sales, building, coaching and enabling a rapidly growing team
  • 5+ years prior experience selling software in a quota-carrying role
  • BA/BS from an accredited college or university

Preferred Qualifications

  • 5+ years of prior leadership experience managing sales teams within software, ideally SaaS-based offerings (both on-premise and Cloud)
  • 7+ years experience selling software in a quota-carrying role
  • Quota-attainment record of meeting and/or exceeding targets
  • Prior experience selling an eSignature or Agreement or Document solution also helpful
  • Experience selling into a variety of industries and territories as well as experience cultivating larger, strategic relationships key
  • Demonstrated ability to consistently generate revenue & exceed quota by managing process for identifying, qualifying, & closing new business as well as and not limited to growing an existing install base as well as securing net-new logos
  • Prior success in developing and maintaining effective business, sales, & vertical market plans as well as proven success in negotiating & closing complex deals
  • Able to successfully resolve situations that are broadly defined, complex, diverse, and, occasionally unprecedented
  • Capacity to work on cross-functional projects and teams as needed as well as leverage internal resources to problem-solve
  • Strong verbal and written communication skills – includes excellent reporting and forecasting skills. Attention to detail is critical
  • MBA helpful
  • Willingness to travel 40% or more as needed

Recommended skills

New Business Development
Selling Techniques
Business Development
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