
Senior Director

Smartsheet
Summary
Join Smartsheet as the Strategic Industry Lead for Financial Services and develop and execute the go-to-market strategy for the Financial Services sector. Collaborate with NA Enterprise Sales, Product Marketing, and Enablement to deliver thought leadership, drive customer engagement, and support strategic deals. You will report to the SVP of Sales. This is a remote eligible position based anywhere in the US where Smartsheet is registered. Responsibilities include developing the GTM strategy for the Financial Services sector, leading regional business planning, partnering with Product Marketing and Enablement, staying ahead of industry trends and regulatory requirements, delivering value propositions, supporting complex enterprise deals, building executive-level relationships, and driving customer engagement. Smartsheet offers a competitive salary and benefits package.
Requirements
- 10+ years of experience selling into the Financial Services industry, with a strong track record in SaaS or enterprise technology
- Proven success leading large, complex deals and working directly with C-level executives
- Deep understanding of enterprise sales processes, including strategic account planning and solution selling
- Strong knowledge of financial services regulatory requirements and risk management priorities
- Excellent communication, presentation, and stakeholder management skills
Responsibilities
- Develop and own the GTM strategy for the Financial Services sector, with tailored approaches for banking, insurance, and wealth management
- Lead regional business planning, quarterly business reviews, and ongoing GTM strategy development
- Partner with Product Marketing and Enablement to create impactful messaging, content, and case studies that support pipeline generation and sales success
- Stay ahead of industry trends (e.g., AI, digital transformation, fintech, cybersecurity) and regulatory requirements (e.g., GDPR, FINRA, SEC) to position Smartsheet as a modern solution
- Deliver clear, compelling value propositions aligned to key industry pain points like compliance, operational efficiency, and customer engagement
- Support complex enterprise deals from early engagement through close, helping craft pursuit strategies and ensuring alignment with customer needs
- Build executive-level relationships within key accounts, understanding their challenges and championing Smartsheet as a strategic partner
- Drive customer engagement by leveraging success stories, testimonials, and measurable ROI outcomes from financial services customers
Preferred Qualifications
- Background in consulting, pre-sales, or solution engineering is a plus
- Willingness to travel as needed
- MBA or advanced degree preferred
Benefits
- HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees
- 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)
- Monthly stipend to support your work and productivity
- Flexible Time Away Program, plus Sick Time Off
- US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans
- US employees receive 12 paid holidays per year
- Up to 24 weeks of Parental Leave
- Personal paid Volunteer Day to support our community
- Opportunities for professional growth and development including access to Udemy online courses
- Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account
- Teleworking options from any registered location in the U.S. (role specific)
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