×
Register Here to Apply for Jobs or Post Jobs. X

Strategic Engagements Partner, Banking & Finance

Job in New York, New York County, New York, 10261, USA
Listing for: Monks
Full Time position
Listed on 2026-01-23
Job specializations:
  • Sales
    Business Development
Job Description & How to Apply Below
Location: New York

Strategic Engagements Partner, Banking & Finance

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Please note that we will never request payment or bank account information at any stage of the recruitment process. As we continue to grow our teams, we urge you to be cautious of fraudulent job postings or recruitment activities that misuse our company name and information. Protect your personal information during any recruitment process. While Monks may contact potential candidates via Linked In, all applications must be submitted through our official website ().

About

The Role

As a Strategic Engagements Partner Banking & Finance, you’ll act as a trusted advisor to clients, identifying business opportunities, qualifying them, and driving value‑based sales engagements. This role focuses on business development, opportunity qualification, and articulating the impact of solutions on business outcomes.

Responsibilities
  • Outbound sales motions to develop new client opportunities, defined as new clients, new buyers or new services.
  • Develop a territory of clients aligned to a specific industry or portfolio of service offerings.
  • Develop and nurture relationships with key stakeholders to understand business challenges and opportunities within industry‑aligned or service‑aligned portfolios.
  • Develop client opportunity briefs that identify opportunities to position services within a client’s ecosystem through research, networking and industry liaising.
  • Qualify sales opportunities based on client needs, strategic fit, and revenue potential, and develop leads through our 8 stage sales process.
  • Engage in channel partnership sales with AWS, GCP, OCI, and Nvidia.
  • Articulate the business value of solutions, aligning offerings with client objectives and market trends.
  • Negotiate strategic elements of the opportunity that to the commercial targets for the products and solutions.
  • Successfully close deals and hand off to our delivery partners.
  • Collaborate with internal teams to develop tailored proposals and drive client success.
Competencies
  • Strong business acumen and consultative selling skills.
  • Excellent communication skills and the ability to use AI powered assistants for creation of content like GPT’s or Copilots.
  • Ability to assess client needs and translate them into actionable sales strategies.
  • Experience in opportunity qualification and value‑based selling.
  • Relationship‑building and stakeholder management expertise.
  • Negotiation skills and deal closing.
About You The essentials:
  • Bachelor's degree in Business, Sales, or a related field.
  • Technical certifications in relevant technology stacks (AWS/GCP/OCI/Nvidia).
  • 8+ years of experience in successful sales, business development, or client solutions where a forecast was achieved of greater than 80% success rate consistently.
  • Proven track record in driving revenue growth and building client relationships and repeat customers and referrals.
  • Previous experience with collaboration technology:
    Miro, Figma, Google Slides.
  • Previous experience with business development tools:
    Zoom Info, Linked In Sales Navigator, Gartner, Forester, etc.
  • Previous SaaS CRM software experience with SFDC.
  • Previous competencies in Custom Software, SaaS Integration, SaaS Customization, Cloud Migration, Data and Automation preferred.
  • Strong business acumen and consultative selling skills.
  • Experience in opportunity qualification and value‑based selling.
  • Relationship‑building and stakeholder management expertise.
  • Negotiation skills and deal closing.
Not a Must, But a Plus
  • Excellent communication skills and the ability to use AI powered assistants for creation of content like GPT’s or Copilots.
  • Ability to assess client needs and translate them into actionable sales strategies.

At Monks, we believe in fostering an environment where a diversity of perspectives can thrive. We proactively work to design hiring processes that promote equity and inclusion while mitigating bias. We celebrate diversity and are committed to building a team that reflects the communities we serve. We welcome and encourage qualified applicants, from all backgrounds, who are excited to contribute to our…

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary