Director of Sales - Generative AI for Financial and Credit Markets jobs in United States
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Scalata.ai ยท 4 days ago

Director of Sales - Generative AI for Financial and Credit Markets

Scalata.ai is a pioneering AI-driven finance automation platform headquartered in the vibrant New York City Metropolitan Area. They are seeking a highly accomplished Head of Sales to spearhead sales initiatives targeting banks and institutional investors, responsible for developing sales strategies and driving revenue growth through generative AI solutions.

Financial ServicesSoftware

Responsibilities

Develop, implement, and refine sales strategies focused on acquiring and expanding relationships with banks and institutional investors
Take ownership of the sales targets for the banking and institutional investor segment
Serve as a trusted strategic advisor to senior executives (including C-suite) within client organizations
Conduct in-depth market analysis to identify emerging trends, competitive threats, regulatory shifts, and client needs within the banking and institutional investment space
Clearly articulate Scalata's unique value proposition, focusing on the benefits of our generative AI platform for automating the credit lifecycle, enhancing decision-making, managing risk, and ensuring compliance
Work collaboratively with internal teams, including Marketing, Product Management, Engineering, and Customer Success, to ensure seamless GTM execution, effective solution delivery, and high client satisfaction
Establish and drive thought leadership for Scalata within the financial services AI domain
As the company grows, potentially build, mentor, and lead a high-performing sales team focused on the financial sector

Qualification

Generative AIFinancial ServicesSales StrategyMarket AnalysisRelationship BuildingCommunication SkillsNegotiation SkillsTeam BuildingTechnical AcumenEducationProfessional CertificationsAdaptability

Required

Minimum of 10-15+ years of experience in enterprise sales roles within the financial services industry, with a significant portion dedicated to selling complex technology, data, or software solutions directly to banks and/or institutional investors
Proven and demonstrable track record of exceeding sales quotas, building substantial sales pipelines (e.g., $15M+), and closing large, complex deals within the target market
Deep understanding of the banking and institutional investment sectors, including common workflows, key challenges, regulatory environments (e.g., familiarity with concepts around credit risk, compliance like AML/KYC, relevant financial regulations), and decision-making processes
Strong knowledge of and passion for technology, specifically Artificial Intelligence (AI), Machine Learning (ML), and ideally Generative AI technologies and their practical applications within financial services. Ability to understand and articulate technical concepts to both technical and non-technical audiences
Demonstrated ability to develop and execute sophisticated sales strategies, including market segmentation, territory planning, pipeline management, and forecasting
Exceptional executive presence and relationship-building skills, with proven ability to engage, influence, and build trust with C-suite leaders and senior stakeholders within large financial institutions
Outstanding communication, presentation, and interpersonal skills. Strong negotiation skills with a history of successfully closing complex contracts
Ability to thrive in a fast-paced, dynamic, and potentially ambiguous start-up or high-growth technology environment. Proactive, self-motivated, and results-driven
Bachelor's degree in Business Administration, Finance, Economics, Computer Science, or a related field

Preferred

Experience working in a high-growth, venture-backed technology start-up
Strong understanding of the credit lifecycle and associated data challenges within financial institutions
Established network of contacts within banks and institutional investors in the NYC area and beyond
Relevant professional certifications (e.g., CFA, FRM) are a plus

Company

Scalata.ai

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Generative AI Framework for Financial and Credit Markets

Funding

Current Stage
Early Stage
Total Funding
unknown
2025-03-11Series A

Leadership Team

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James Pak
Co-Founder / Senior Adviser / Board Member
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Company data provided by crunchbase