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Sales Director - Financial Services

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: MarketSource Inc.
Full Time position
Listed on 2026-01-24
Job specializations:
  • Sales
    Business Development, Sales Manager, Sales Development Rep/SDR, Sales Representative
  • Business
    Business Development
Job Description & How to Apply Below

Market Source, an Allegis Group company, delivers integrated sales solutions by hiring, training, and managing industry-specific professionals who are empowered to create extraordinary customer experiences for many of the world’s most iconic brands. We design and execute sales and training solutions for small and large companies in the B2B and retail space. Market Source is headquartered in Alpharetta, GA.

Overview

The Director of Sales focuses on selling new managed sales engagements to new enterprise clients. The Director identifies, develops, and closes new business opportunities with enterprise companies within their assigned territory or vertical. The role requires prospecting for new business, managing relationships, creating value, providing competitive differentiation, and delivering consultative support to close multimillion-dollar, multi-year enterprise-class service engagements.

Essential Functions
  • New Business Revenue Acquisition:
    Directly responsible for meeting and exceeding sales targets for new clients
  • Contract Negotiation & Deal Structuring:
    Oversees the creation of agreements and ensures alignment with corporate financial goals
  • Account Growth & Retention:
    Manages new client accounts, ensuring renewals, expansion, and upselling opportunities within account transition timeline
  • Pipeline & Forecasting:
    Tracks and reports on the sales pipeline for multiple prospects and enterprise clients
  • Sales Process Optimization:
    Ensures that sales methodologies and execution align with client expectation and corporate revenue goals
  • Customer Relationship Management:
    Serves as a key liaison between enterprise clients and internal stakeholders to align sales efforts with customer expectations
  • Strategic Partnership Management:
    Collaborates and partners with technology, advisory, consulting service providers to identify managed sales opportunities
  • Sales Team Enablement:
    Leads, supports, and optimizes internal sales reps (BDR, AE) or teams working on behalf of enterprise clients
  • Maintain an understanding of the company’s managed sales solutions and value proposition
  • Understand prospects' and customers' core initiatives and business needs while aligning the company’s value proposition and managed sales solutions offerings
  • Develop and execute an individual sales strategy and tactical plans, including opportunity, pipeline, and revenue growth, aligned with the business unit's strategy
  • Represent oneself as a Market Source sales subject matter expert responsible for new business revenue, profitability, and expense management
  • Partner with internal stakeholders to ensure opportunity development in accordance with Market Source sales process
  • Maintain a robust sales pipeline and achieve target pipeline conversation ratios and other opportunity management metrics
  • Provide leadership, support, and updates to internal stakeholders that support Market Source sales initiatives
  • Utilize Market Source's customer relationship management process to effectively and accurately manage sales territory, activity, and forecast
  • Manage the documentation of best practices, case studies, and methodologies related to wins in the assigned market segment
  • Manage client commitments and expectations, internally and externally
Key Performance Indicators
  • New Business Sales Revenue (Growth):
    Achievement of sales targets set by business unit
  • Profitability Metrics:
    Customer Acquisition Cost (CAC) and program performance
  • Quota Attainment:
    Percentage of sales meeting or exceeding targets
  • New Enterprise Clients Acquisition:
    Number of new accounts acquired
  • Pipeline & Forecasting:
    Accuracy in reporting on the sales pipeline for multiple enterprise clients
  • Conversion Rates:
    Effectiveness of sales efforts in closing enterprise deals
  • Sales Cycle Efficiency:
    Speed at which deals move through the pipeline
  • Customer Retention & Expansion:
    Success in renewing and growing client accounts
Required Knowledge, Skills, and Abilities
  • A "customer-first" mindset with a high "EQ" and "Executive Presence"
  • Strong sales ability, problem-solving skills, and responsiveness
  • Digital (virtual) sales and in-person presentation capabilities
  • Energetic and positive communication that engages, motivates…
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