AdTechTalent
Sales1 month agoHybrid

Epsilon

Director, Sales (Financial Services and Insurance)

salesfinancial servicesinsurancedata salesomni-channel marketingSalesforcebusiness developmentclient managementmarketing solutionsaccount management

Key details

Salary

$132K – $198K

Employment type

Full-time

Seniority

Senior

Years experience

10+

Location

Chicago, Illinois, United States; Westminster, Colorado, United States; New York, New York, United States

Full job description

Manage existing and new accounts in Financial Services and Insurance markets. Serve as main contact for assigned accounts, growing revenue and new logos. Develop and present client-centric marketing solutions using data assets across channels including email, direct mail, online, and advanced TV. Maintain knowledge of data assets, USPS List Hygiene, digital solutions, omni-channel marketing, and Salesforce.com. Stay updated on industry trends and market opportunities. Build and maintain client and partner relationships. Understand client goals and manage budget, timeline, and scope expectations. Develop territory plans and key account strategies. Deliver presentations, proposals, and forecasts to senior decision-makers. Negotiate contracts and collaborate with technical and production teams. Partner with marketing to execute campaigns. Manage marketing program functions including revenue, accounting, and reporting. Provide feedback to improve sales cycles and client satisfaction. Maintain professionalism and ethical standards. Requires 10+ years in data industry, strong analytical and communication skills, experience in business development, omni-channel data sales, Salesforce.com, and selling to Financial Services and Insurance accounts. Bachelor’s or MBA preferred.

What you'll do

  • Manage existing book of accounts and new customers in Financial Services and Insurance markets
  • Serve as main point of contact for assigned accounts
  • Grow revenue on existing accounts and new logos
  • Identify, develop, and present client-centric marketing solutions leveraging data assets across activation channels (email, direct mail, online, advanced TV)
  • Possess in-depth knowledge of data assets, USPS List Hygiene, digital solutions, omni-channel marketing, and Salesforce.com
  • Stay informed on industry trends, competitive landscape, and market opportunities
  • Articulate company’s unified story and recommend data-driven solutions
  • Build and maintain strong client and partner relationships
  • Understand client business goals and manage expectations on budget, timeline, and scope
  • Develop and execute territory plans, gap analyses, and key account strategies
  • Create and deliver presentations, proposals, and forecasts to senior decision-makers
  • Negotiate contracts and collaborate with technical teams
  • Coordinate with production teams to ensure project execution and quality
  • Partner with marketing to plan and execute campaigns
  • Manage daily marketing program functions including revenue processes, accounting, and reporting
  • Provide feedback to sales and leadership to improve sales cycles, brand reputation, and client satisfaction
  • Represent company with professionalism and maintain high ethical standards

Requirements

  • 10+ years’ experience in the data industry
  • Strong analytical skills with high attention to detail
  • Deep understanding of the marketing landscape
  • Ability to identify and create partnership opportunities
  • Ability to work independently and mentor junior team members
  • Adaptability to rapidly changing expectations
  • Effective organizational skills and time management
  • Exceptional communication and presentation skills
  • Experience driving business development plans and pitches
  • Experience developing and delivering effective presentations
  • Experience using analytics and insights to develop client opportunities and solutions
  • Skilled in omni-channel data sales strategies and execution
  • Skilled in Salesforce.com, MS Office Suite, social media & social selling techniques
  • Bachelor’s Degree or MBA in related field preferred
  • Experience selling direct to Financial Services and Insurance accounts

Tech stack

Salesforce.comMS Office Suitesocial mediasocial sellingomni-channel marketingdata sales strategies

Benefits

Flexible time off (FTO)15 paid holidaysPaid sick timeParental/new child leaveChildcare & elder care assistanceAdoption assistanceComprehensive health coverage401(k)Tuition assistanceCommuter benefitsProfessional developmentEmployee recognitionCharitable donation matchingHealth coaching and counseling

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