Title: Sr Vice President, Sales
About Us
Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply!
Summary
The Sr Vice President, Sales is responsible for leading and developing a team of Sales Executives to drive growth and client retention within the financial services sector. This role focuses on strategic planning, execution of sales initiatives, pipeline management, and fostering high-performance culture across the team. The position requires deep understanding of the healthcare and financial industry sectors, comprised of Banking, Insurance, Wealth Management, and Retirement. The areas of focus will be in software solutions to support these industries, document creation, print management, data analytics, campaign management, and omni-channel document delivery.
Duties and Responsibilities
Leadership & Strategy
- Lead, coach, and mentor a team of Sales Executives to achieve individual and collective sales goals.
- Develop and execute the sales strategy for the Healthcare Financial Services vertical, ensuring alignment with company objectives.
- Forecast revenue, analyze trends, and implement corrective measures to meet or exceed targets.
- Partner with executive leadership on pricing, market positioning, and go-to-market strategies.
- Ensure consistent sales process adherence, including Salesforce pipeline management, reporting, and opportunity qualification standards.
Performance Management
- Establish KPIs for the sales team and conduct regular performance reviews.
- Guide team members on prospecting, consultative selling, and relationship management best practices.
- Facilitate training and development to improve product knowledge, presentation, and negotiation skills.
Client & Market Development
- Oversee strategic relationships with key enterprise accounts and ensure customer satisfaction and retention.
- Identify new market opportunities and partnerships to expand the company’s financial services portfolio.
- Monitor competitive landscape, emerging trends, and regulatory changes impacting the financial services industry.
- Support major proposal efforts and executive-level presentations.
Collaboration
- Work cross-functionally with Marketing, Operations, and Product Development to ensure client needs are met and growth opportunities are captured.
- Provide feedback to internal teams on market insights, client challenges, and product/service enhancements.
Operational Excellence
- Maintain accurate reporting of team performance metrics and sales forecasts.
- Review and approve key client contracts, proposals, and invoices within assigned authority levels.
- Represent the company
Qualifications & Requirements
Education and Experience
- Bachelor’s degree required; MBA or equivalent business management training preferred.
- 12+ years of progressive sales experience in financial services, with at least 5 years in a leadership role managing sales teams.
- Proven success in strategic business development, account growth, and client retention within Financial Services markets.
- Advanced experience with Salesforce CRM and Microsoft Office Suite.
Knowledge, Skills, and Abilities
- Strong leadership and coaching capabilities with demonstrated success in team building.
- Strategic thinker with a data-driven approach to decision making.
- Exceptional communication, presentation, and negotiation skills.
- Proven ability to influence and collaborate at all levels, both internally and externally.
- Deep understanding of financial services industry trends, regulatory requirements, and technology solutions for document and data management.
- Ability to thrive in a dynamic, fast-paced environment.
Working Conditions
Must be able to perform essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each workday), hear the telephone, and enter data on a computer and may also require the ability to lift up to 10 pounds.
Equal Opportunity Employer
Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.