Regional Vice President - Financial Services

Description

Role Overview

• Lead the Financial Services (Banks, Insurance, NBFCs, Wealth/Asset Management) sales organisation for West region.
• Own growth strategy, revenue performance, and execution across the Financial Services vertical.
• Manage and coach a team of Account Executives focused on enterprise and strategic accounts.
• Drive adoption of Salesforce + Tableau + Data Cloud across large Financial Services institutions.
• Build a high-performance, customer-obsessed sales culture aligned with Salesforce values.
  

Key Responsibilities

• Own and exceed regional revenue and quota targets with strong monthly and quarterly deal cadence.
• Build multi-year growth strategies to significantly expand Salesforce and Tableau penetration in Financial Services.
• Drive account and territory planning, industry strategies, and pipeline discipline for BFSI customers.
• Engage and influence senior executives including CIOs, CTOs, CMOs, CROs, Heads of Risk, Operations, Digital and Analytics.
• Build long-term C-suite relationships and expand wallet share across major accounts.
• Identify, shape, and close large enterprise-wide transformation opportunities across AI, Data, Analytics, and CRM.
• Ensure accurate and disciplined forecasting with 5% accuracy.
• Promote rigorous use of Salesforce CRM and drive operational excellence across the team.
• Collaborate closely with Pre-Sales, Partners, Marketing, Customer Success, and regional leadership to deliver unified outcomes.
• Evangelize Salesforce, Tableau, and Data Cloud solutions through presentations, demos, and executive engagements.
• Stay ahead of competitive trends, regulatory developments, and technology shifts in the BFSI sector.
• Recruit, coach, and develop high-performing Account Executives; cultivate a strong, inclusive team culture.
• Drive both large enterprise transformation deals and high-velocity run-rate business.
• Travel as required within the region to support key customer engagements.
  

Who You Are

• 15+ years of enterprise software sales experience, ideally selling into Financial Services institutions.
• Proven leadership experience in managing and scaling enterprise or strategic sales teams.
• Strong understanding of Banking, Insurance, NBFC, Asset/Wealth Management processes and transformation priorities.
• Experience in Analytics, BI, Data Platforms, AI, or related technologies is preferred.
• Consistent history of over-achievement and building referenceable enterprise customers.
• Expertise in complex enterprise sales cycles, multi-stakeholder engagement, and large deal execution.
• Strong executive presence, emotional intelligence, and ability to influence at C-level.
• Highly collaborative, thrives in a matrixed environment, and excels at cross-functional leadership.
• Passionate about developing talent and building a high-performance culture.
• Self-directed, resourceful, and able to manage technical and strategic conversations with senior leaders.
• A natural recruiter who identifies and attracts top talent to strengthen the organisation.