Sales Vertical Director - Financial Services

San Franciscoonsitedirector$104K$208K

Posted 2mo ago · via Lever

About this role

We’re hiring a Director of Financial Services to own and build this vertical. The short version: you’ll carry a bag, you’ll build a team, and you’ll help define how Windfall goes to market across wealth management, private banking, insurance, and adjacent FS segments. This is a player/coach role - intentionally so. You’ll personally lead outreach and engagement across our top 50–100 Financial Services accounts while simultaneously hiring, developing, and managing the AEs who will eventually scale this into a standalone business. You won’t be handed a playbook; you’ll write one. You’ll work directly with our co-founders, product, and marketing to shape Windfall’s FS strategy - what we build, how we position it, and who we prioritize.…

Read the full description on Windfalldata's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: outreach

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in San Francisco. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

outreach

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