Finastra · 3 months ago
Regional Sales Director, Retail Lending
Virtual - US
Full-time
Hybrid
Director/Executive
8+ years expFinastra is a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. They are seeking an Eastern Regional Director for their Retail Lending Sales and Account Management teams to lead sales efforts across multiple territories, drive revenue growth, and foster client relationships. The role involves overseeing day-to-day sales execution, shaping go-to-market strategies, and managing a team focused on client success and retention.
Financial ServicesFinTechInformation Technology
Responsibilities
Drive achievement of sales targets and revenue goals for the Retail Lending Business Unit across the Eastern Region
Oversee day-to-day sales execution and go-to-market strategy, including pipeline development, forecasting accuracy, and territory planning
Lead, coach, and develop a team of Territory Leaders, Account Executives, and Sales Executives focused on client success, retention, and new client acquisition
Foster trusted relationships with key client stakeholders, including C-level executives, to understand their strategic priorities and business environments
Guide the team in delivering consultative, solution-based selling that clearly articulates the value of our retail lending offerings
Collaborate cross-functionally with Product, Services, Marketing, and other internal teams to support client needs and ensure timely delivery of proposals and solutions
Monitor account health and proactively address risks to retention or growth; serve as an escalation point for complex client issues
Champion a culture of continuous improvement, innovation, and client-centricity across the team
Represent the company at industry events, user groups, and trade shows to enhance brand visibility and deepen client engagement
Manage team operations including budgeting, expense approvals, performance evaluations, and talent acquisition
Qualification
Required
Deep understanding of financial services, particularly retail lending solutions and client operating environments
Exceptional communication, presentation, and interpersonal skills
Proven ability to lead consultative sales efforts and articulate solution value and ROI
Strong strategic thinking and problem-solving capabilities
Proficiency in CRM tools and Microsoft Office Suite
8+ years in financial services with a focus on account management or consultative sales
5+ years in a leadership role managing client-facing teams
Experience working directly with financial institutions, preferably in retail lending
Demonstrated success in managing complex client relationships and driving revenue growth
Experience engaging with senior-level decision makers and navigating multi-stakeholder environments
Bachelor's degree in Business, Finance, or related field; equivalent experience considered
Benefits
Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
ESG: Benefit from paid time off for volunteering and donation matching.
DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Company
Finastra
Finastra provides the broadest portfolio of financial services software.
10001+ employees
H1B Sponsorship
Finastra has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (5)
2022 (11)
2021 (10)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$5.3BKey Investors
BIRD Foundation
2023-08-15Debt Financing· $5.3B
2022-04-04Series Unknown· $0.8M
2021-02-12Grant
Leadership Team
Mike Stawchansky
EVP, Chief Technology Officer
Ali Khan
Chief Data Officer
Recent News
Business Standard India
2026-01-08
2025-12-22
2025-12-19
Company data provided by crunchbase