[Hiring] Director, Strategic Advisors @Engage fi

Role Description

The Director of Strategic Advisors (DSA) leads a team of business development professionals dedicated to identifying, pursuing, and securing new client relationships that drive revenue growth. The DSA is a strategic sales leader with exceptional relationship-building skills, C-suite contacts, a deep understanding of consultative business development, and a passion for creating new opportunities. This role is responsible for establishing the vision, strategy, and execution of the organization's new business development efforts, ensuring a strong sales pipeline, expanding market presence, and achieving revenue growth targets.

Key Responsibilities

• Leadership and Strategy:
  • Develop and implement strategies to generate new business opportunities and expand Engage fi's client portfolio.
  • Lead, mentor, and manage a team of business development professionals, providing guidance and support to achieve team and company goals.
  • Establish performance metrics, sales objectives, and pipeline expectations for the team, and regularly review progress.
  • Develop strategic territory and account plans to maximize market penetration and revenue growth.
• New Business Development:
  • Identify, qualify, and pursue prospective clients through proactive outreach, networking, referrals, industry events, and strategic partnerships.
  • Build and maintain relationships with executive decision-makers and key stakeholders at prospective client organizations.
  • Lead complex sales opportunities from initial engagement through contract execution.
  • Act as a senior sales resource for high-value opportunities and executive-level presentations.
  • Ensure a consistent, consultative sales approach across the business development team.
• Sales Strategy and Market Growth:
  • Collaborate with Marketing, Consulting Services, and Strategic Services teams to align go-to-market strategies and support lead generation efforts.
  • Analyze market trends, competitive activity, and client needs to identify emerging opportunities and new markets.
  • Provide market intelligence and client feedback to leadership to influence service offerings and future business initiatives.
  • Develop strategies to increase brand awareness and strengthen Engage fi's position within the financial services industry.
• Team Development:
  • Recruit, train, and develop business development team members, fostering a collaborative, accountable, and high-performance sales culture.
  • Conduct regular performance evaluations, provide constructive coaching, and support professional development.
  • Encourage innovation, knowledge sharing, and adoption of sales best practices.
  • Promote a culture focused on relationship-building, consultative selling, and continuous improvement.
• Reporting and Analysis:
  • Prepare and present regular reports on pipeline health, sales activity, revenue forecasting, win rates, and other key performance indicators to senior leadership.
  • Utilize CRM data and analytics to evaluate sales performance, forecast revenue, and adjust strategies as needed.
  • Monitor industry trends and competitive activity to keep the team informed and positioned for success.

Qualifications

• Strong leadership and team management skills with the ability to inspire, coach, and motivate high-performing sales teams.
• Excellent interpersonal, communication, and presentation skills with the ability to engage executive-level prospects and internal leadership.
• Strategic thinker with strong analytical skills and the ability to make data-driven decisions.
• Proven track record of developing new business and consistently meeting or exceeding sales goals.
• Strong consultative sales, negotiation, and closing skills.
• Ability to identify, qualify, and convert new business opportunities into long-term client relationships.
• Experience developing and executing strategic sales and territory plans.
• In-depth understanding of the financial services industry and the competitive landscape.
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Ability to collaborate effectively across departments to deliver a seamless client experience.
• Experience using CRM platforms and sales pipeline management tools.

Requirements

• Bachelor's degree in Business, Marketing, or a related field.
• Minimum of 10 years of experience in business development, sales leadership, or a related field, with a proven track record of managing teams and driving revenue growth through new client acquisition.
• Experience in the banking industry, with preference given to sales related to payments, core banking, digital banking, or financial technology solutions.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Position Type/Expected hours of Work

• Full Time/ 40 hours per week.
• Remote.
• 50% Travel required.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice. Engage fi reserves the right to revise or change job duties and responsibilities as the need arises.

EEO Statement

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.