CrawlJobs Logo

Financial Services Sales Specialist

United States, New York 131625.00 - 268125.00 USD / Year · Job Posted April 16, 2026
Apply Position
Job Link Share

Job Description

The Financial Services Sales Specialist will play a crucial role in identifying and pursuing new business opportunities within the Banking and Financial Services vertical. This position requires a strong background in IT sales, with a focus on achieving sales quotas and driving revenue growth. The ideal candidate will have extensive experience in business development, client communication, and consulting services, along with a deep understanding of the financial services industry.

Job Responsibility

  • Hunt new logo opportunities within the Banking and Financial Services vertical, driving new logo revenue and profits by achieving Total Contract Value (TCV), In-Year Revenue, and Gross Margin targets
  • Collaborate closely with Client Executives and Consulting and Solution Leads to drive services sales strategies across the NTT DATA portfolio of offerings
  • Own executive communication with customer sponsors and NTT DATA senior leadership as the Deal Pursuit Lead
  • Leverage the NTT DATA marketing team with focused and targeted campaigns and lead generation activities to create demand for offering specific solutions within new logos and specific target current accounts
  • Employ an “offerings” focus with a broad approach to leverage all NTT DATA assets and capabilities to sell unique outcome-based solutions/portfolio for our clients
  • Anticipate how market and competitive factors will influence the selling of NTT DATA Services and partner with our clients to create unique and value-based relationships
  • Maintain a track record of achieving sales quotas/targets in one or more of the following: TCV, Revenue, or Gross Margin

Requirements

  • 12 years of overall experience in information technology, technology solutions, and/or consulting-related services
  • 7+ years of experience in a new business development role with success in signing new logos
  • 5+ years selling into Banks and Financial Services companies
  • Experience selling IT Services and Consulting offerings, including professional services and intellectual property, in a quota-measured role
  • Successful sales experience exceeding annual quotas of $8 million+ TCV
  • Industry domain knowledge in Banking/Financial Services and experience selling consulting and/or information technology solutions in this domain
  • Experience working with Third Party Advisory firms such as Everest, Gartner, ISG, Forrester, IDC, etc.
  • Bachelor's degree
  • Ability to travel 40% of the time

What we offer

  • medical, dental, and vision insurance
  • flexible spending or health savings account
  • life and AD&D insurance
  • short and long term disability coverage
  • paid time off
  • employee assistance
  • participation in a 401k program with company match
  • additional voluntary or legally-required benefits

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Financial Services Sales Specialist

8 matching positions

Financial Services Sales Specialist

The Financial Services Sales Specialist at NTT DATA will be responsible for driv...
Location
Location
United States , New York
Salary
Salary:
131625.00 - 268125.00 USD / Year
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12 years of overall experience in information technology, technology solutions, and/or consulting-related services
  • 7+ years of experience in a new business development role with success in signing new logos
  • 5+ years selling into Banks and Financial Services companies
  • Experience selling IT Services and Consulting offerings, including professional services and intellectual property, in a quota-measured role
  • Successful sales experience exceeding annual quotas of $8 million+ TCV
  • Industry domain knowledge in Banking/Financial Services and experience selling consulting and/or information technology solutions in this domain
  • Experience working with Third Party Advisory firms such as Everest, Gartner, ISG, Forrester, IDC, etc
  • Bachelor's degree
  • Ability to travel 40% of the time
Job Responsibility
Job Responsibility
  • Hunt new logo opportunities within the Banking and Financial Services vertical, driving new logo revenue and profits by achieving Total Contract Value (TCV), In-Year Revenue, and Gross Margin targets
  • Collaborate closely with Client Executives and Consulting and Solution Leads to drive services sales strategies across the NTT DATA portfolio of offerings
  • Own executive communication with customer sponsors and NTT DATA senior leadership as the Deal Pursuit Lead
  • Leverage the NTT DATA marketing team with focused and targeted campaigns and lead generation activities to create demand for offering specific solutions within new logos and specific target current accounts
  • Employ an “offerings” focus with a broad approach to leverage all NTT DATA assets and capabilities to sell unique outcome-based solutions/portfolio for our clients
  • Anticipate how market and competitive factors will influence the selling of NTT DATA Services and partner with our clients to create unique and value-based relationships
  • Maintain a track record of achieving sales quotas/targets in one or more of the following: TCV, Revenue, or Gross Margin
What we offer
What we offer
  • medical, dental, and vision insurance
  • flexible spending or health savings account
  • life and AD&D insurance
  • short and long term disability coverage
  • paid time off
  • employee assistance
  • participation in a 401k program with company match
  • Fulltime
Read More
Arrow Right

Financial Services and Retail Sales Specialist

Sales Specialists & Consultants are product, services, software or solution spec...
Location
Location
United States , Houston
Salary
Salary:
194500.00 - 456500.00 USD / Year
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University or Bachelor's degree
  • Demonstrated achievement of progressively higher quota, diversity of business customer, and higher level customer interface
  • Extensive selling experience within industry and on similar products
  • Typically 8-12 years of advanced sales experience
  • Project management skills required
  • 2-3 years of product sales in the desired specialty
  • Is considered an expert in knowledge of products, solution or service offerings as well as competitor's offerings to be able to sell large solutions
  • Understands the industry and market segment in which key accounts are situated, and integrates this knowledge into consultative selling
  • Understands and applies program/project management methods and processes
  • Account planning and accurate account revenue forecasting skills
Job Responsibility
Job Responsibility
  • Responsible for creating and driving their sales pipeline
  • Capture leads outside of specialization and use closed-loop lead management to ensure assignment and follow- up by others
  • Maintains knowledge of competitors in account to strategically position the company's products and services better
  • Use specialty expertise to seek out new opportunities and expand and enhance existing opportunities to build the pipeline in and drive pursuit
  • Provide support to Account managers and provide input regarding business development and solution expertise
  • Development of quota objectives and future direction for defined product category
  • Some specialists also responsible for selling outsourcing deals
  • Establish a professional, working, and consultative, relationship with the client, up to and including the C-level for mid-to-large accounts
  • May invest time working with and leveraging external partners to deliver sale
  • For Services Consultants: Focus on growing contractual renewals for mid-to-large accounts with more complexity, to higher- total contract-value renewals
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Services Sales Specialist - BeNeLux (Dutch)

Job Family Definition: Sales Specialists are product, services, software or solu...
Location
Location
Netherlands , Bucharest
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University or Bachelor's degree preferred
  • Directly related previous work experience
  • Demonstrated success in achieving progressively higher quota
  • Extensive vertical industry knowledge required
  • Typically 5-8 years advanced sales experience required
  • Native level of Dutch
  • Communicative level of English
  • Deep knowledge of products, solution or service offerings as well as competitor's offerings, to be able to sell expansive systems or services and attached products
  • Understands the industry and market segment in which key accounts are situated, and integrates this knowledge into consultative selling
  • Understands the role of IT within area of specialization and how the company's solutions differentially address specific vertical industry challenges as well as their cross-segment capabilities
Job Responsibility
Job Responsibility
  • Seek out new opportunities and expands and enhances existing opportunities to build and manage the pipeline in specialty area
  • Maintains knowledge of competitors in account to strategically position the company's products and services better
  • Develop pursuit plans and manage the pipeline to ensure alignment with account managers
  • Establish a professional, working, and consultative, relationship with the client, by developing a core understanding of the unique business needs of the client within their industry
  • Contributes to proposal development, negotiations and deal closings
  • Work closely with and supports account manager, providing technical expertise and support, and participating in client engagements up to C- level engagements for more complex solutions in smaller accounts
  • May focus on growing contractual renewals for mid size accounts with some complexity, to higher-total contract- value renewals
  • Interface with both internal and external/industry experts to anticipate customer needs and facilitate solutions development
  • Build sales readiness and reduce client learning curve through effective knowledge transfer in area of specialization
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Principal Networking Services Sales Specialist

Location
Location
South Africa , Johannesburg
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An excellent understanding of network security principles and products
  • Proficiency in positioning our service offerings, spanning multiple technology domains such as cloud infrastructure, managed services, support services, consulting services, and technical services
  • Thorough knowledge of networking in a cloud environment to enable effective solution design
  • Insight into broader IT infrastructure components, including servers, storage, virtualization, and DATA centers
  • A strong grasp of financial statements and metrics to support strategic client conversations
  • A proven track record of selling managed services solutions to large enterprise accounts
  • Familiarity with a business outcome-led approach to sales
  • A client-centric mindset coupled with problem-solving abilities
  • Excellent negotiation skills and business acumen to craft mutually beneficial solutions
  • A bachelor's degree in a technical or sales field, or related experience
Job Responsibility
Job Responsibility
  • Identify, develop, and close managed service and outsourcing deals
  • Act as a trusted advisor to clients, guiding them through cloud-managed services
  • Engage with decision-makers to close opportunities
  • Work directly with clients, internal sales teams, and delivery experts
  • Engage delivery teams post-sale to ensure client needs are met
  • Balance technology requirements with business outcomes
  • Build strong stakeholder relationships
  • Understand clients' industries and needed solutions
  • Design and execute competitive win strategies
  • Support long-term client satisfaction with multi-year renewals
  • Fulltime
Read More
Arrow Right

Services Sales Specialist - Arabic Speaker

This role has been designed as ‘’Onsite’ with an expectation that you will prima...
Location
Location
Spain , Barcelona
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University or bachelor’s degree preferred, or equivalent experience
  • A master’s degree is desired
  • 0-2 years of relevant work experience or equivalent
  • Basic relationship management, customer understanding, and escalation management expertise
  • Transactional approach to renewal planning
  • Basic support services and renewal management knowledge (portfolio, processes, data analysis, and tools)
  • Basic knowledge of the company’s other offerings, strategic initiatives, partner and competitor products, and strategies within the assigned solution set
  • Shows sales potential
  • Basic level of experience presenting less complex renewals
  • Business and financial awareness
Job Responsibility
Job Responsibility
  • Develops customer/partner relationships
  • understands their needs, offers essential support services and advice, and monitors satisfaction
  • Manages support services renewals, conversions, and upsells for an assigned set of smaller, less complex installed base accounts, acting efficiently to meet the assigned order target
  • Uses basic account and renewal planning techniques and basic analysis of contractual support data to provide relevant renewal quotes to customers and channel partners
  • Owns simple end-to-end renewal cycles, from renewal planning and customer engagement to negotiating prices and successfully closing deals. May seek support for new selling situations
  • Contributes to services upsell by identifying opportunities within their accounts to replace installed base sales erosion
  • Reacts to competitive threats around their accounts
  • Accurately forecasts renewal orders and maintains pipeline and opportunities, following standard procedures and using tools/resources effectively
  • Engages with customers/partners through a planned series of telephone calls, possibly face-to-face visits, and business reviews as part of account management strategy
  • Consults with the extended account sales teams
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Senior Principal Security Services Sales Specialist

The Senior Principal Security Services Sales Specialist is a highly skilled and ...
Location
Location
United States
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An in-depth understanding of cybersecurity concepts, threats, and common vulnerabilities
  • Familiarity with a wide range of security solutions and best practices for securing networks and systems
  • Expertise in positioning our service offerings across Managed Services, Support Services, Consulting Services, and Technical Services
  • Strong knowledge of IT infrastructure components such as servers, storage, virtualization, and DATA centers
  • The ability to articulate the value of standardized, centralized, and optimized services from a business outcome perspective
  • Significant business acumen with the ability to conduct strategic client conversations involving financial metrics
  • Proven problem-solving skills and a client-centric approach
  • Excellent negotiation skills to craft beneficial solutions for both the client and our company
  • A bachelor's degree in a technical or sales field, or equivalent experience
  • 8+ years in a similar position with extensive security and sales experience
Job Responsibility
Job Responsibility
  • Ensures the generation of demand and selling Security Managed Services solutions
  • Guides on addressing the objections that a client may pose in moving to a managed services solution
  • Guides on allocating and deciding sales time between assigned clients and new prospect opportunities
  • Works cross functionally with partners and/ or vendors to drive select deals through vendor-based opportunities
  • Works cross functionally with broader organization such as the Offer Management, Commercial Architecture and delivery teams to promote and support high-value services opportunities
  • Advises on regional sales governance processes and deal Clinics to profile opportunities
  • Guides on building deep and long-term relationships with client leaders in a Managed Services opportunity and execute a competitive win strategy
  • Owns the maintenance of a high level of relevant service knowledge to have meaningful conversations with clients
  • Develops the knowledge base of company's services solutions within a services practice by sharing best practices
  • Owns the build and supports commercial solutions for Managed Services solutions and design deals
What we offer
What we offer
  • medical, dental, and vision insurance
  • flexible spending or health savings account
  • life, and AD&D insurance
  • short-and long-term disability coverage
  • paid time off
  • employee assistance
  • participation in a 401k program with company match
  • additional voluntary or legally required benefits
  • Fulltime
Read More
Arrow Right

Financial Services Specialist

As ASML continues to grow, ensuring the consistent delivery of high-quality cust...
Location
Location
United States , Chandler
Salary
Salary:
Not provided
asml.com Logo
ASML
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's or Master's degree in Finance, Accounting, Business Economics, or a related field
  • At least two years of collections experience within a publicly traded company
  • Strong understanding of internal control frameworks as well as relevant laws and regulations
  • Experience working with ERP systems (such as SAP), Microsoft Office, and emerging IT solutions including S/4HANA and RPA
  • Demonstrates leadership presence and fosters a collaborative, inclusive work environment
  • Effectively prioritizes and manages a high volume of customer invoices, averaging 1,000 per week
  • Possesses excellent verbal and written communication skills in English
  • Proactive, customer-centric, and resilient under pressure
  • Values diversity and team development, with the ability to bridge cultural and disciplinary differences
  • Dedicated to continuous improvement and consistently strives to exceed expectations
Job Responsibility
Job Responsibility
  • Prepare, review and issue customer invoices in an accurate and timely manner in accordance with contractual terms, company policies and tax requirements
  • Monitor invoice delivery, ensuring customers receive invoices through the correct channels (email, customer portals, EDI, etc.)
  • Collaborate with internal teams to resolve billing discrepancies, pricing issues, or missing documentation
  • Due to the high volume of US01 customer invoices, this role will be expected to do routine check-in’s with CO management to align on focus areas, goals and key issues
  • Support process improvements to enhance billing accuracy, reduce errors and streamline the invoicing workflow
  • Produce regular reporting, including AR aging, cash forecast inputs, customer performance and invoice status tracking
  • Support month-end and quarter-end close, including reconciliation of AR accounts, review of unapplied cash and verification of billing completeness
  • Execute and deliver customer invoicing as needed, ensuring accuracy and timeliness
  • Ensure first-time-right execution and strict compliance with ASML’s internal policies, U.S. GAAP, and both local and global regulations
  • Promote process standardization and automation by utilizing tools such as SAP S/4HANA, Robotic Process Automation (RPA), portals, and macros to improve efficiency
  • Fulltime
Read More
Arrow Right

Senior Cloud Services Sales Specialist

The Senior Cloud Services Sales Specialist at NTT DATA will guide clients in ado...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong knowledge of cloud infrastructure principles, including major platforms like AWS, Microsoft Azure, and Google Cloud Platform
  • Deep understanding of networking within a cloud environment to design effective solutions
  • Advanced capabilities in positioning our services across Managed Services, Support Services, Consulting Services, and Technical Services
  • Proficiency in financial metrics and statements to hold strategic client conversations
  • Strong grasp of cybersecurity principles to ensure DATA security and compliance
  • Experience in managing the entire sales process, from opportunity identification to deal closure
  • Excellent problem-solving, business acumen, and negotiation skills
  • Ability to build and foster relationships with clients, especially at the executive level
  • Entrepreneurial mindset with the ability to work independently and identify opportunities proactively
  • Bachelor's degree or equivalent in a technical or sales field
Job Responsibility
Job Responsibility
  • Identify, develop, and close managed service and outsourcing deals
  • Engage with clients at various levels, from decision-makers to technical teams
  • Collaborate with client managers, pre-sales architects, and delivery teams to ensure seamless service delivery and client satisfaction
  • Build and nurture long-term relationships with clients
  • Understand client's business, industry, and unique challenges
  • Align client needs with solutions to drive transition from traditional models to managed services
  • Handle everything from creating demand for Cloud Managed Services to addressing client objections, negotiating contractual terms, and ensuring win-win commercial solutions
  • Manage a pipeline of opportunities, create documented strategies to meet sales targets, and see deals through to closure
  • Support regional sales governance processes and help profile opportunities
  • Share best practices and insights to contribute to the continuous improvement of services
What we offer
What we offer
  • Workplace embraces diversity and inclusion
  • Place where you can grow, belong and thrive
  • Fulltime
Read More
Arrow Right