Strategic Sales Director – Financial Services Transformation (Consumer Banking)

The Strategic Sales Director is responsible for originating, shaping, and closing large-scale, transformative partnerships with leading financial institutions, including Independent Mortgage Banks (IMBs) and Consumer Banking divisions of Banks. 

This is not a traditional enterprise sales role. The Strategic Sales Director operates as a trusted advisor to executive leadership, helping financial institutions reimagine core operating models using AI-driven automation and intelligence. The role requires the ability to identify enterprise-level operational and economic challenges, architect multi-year transformation roadmaps, and lead complex, executive-driven buying processes. 

This role intentionally targets candidates who have sold broad, cross-functional transformation initiatives within consumer banks.  

This role focuses on opening new logos, creating strategic demand and nurturing those logos thereafter. The individual will pursue a defined set of named, “must-have” accounts and will be expected to think, shape, and sell high-value, multi-year transformation deals that materially change how financial institutions operate. 

This is a rare opportunity to define and sell category-shaping transformation deals that will reset how large financial institutions operate for the next decade. 

• Identify systemic operational, cost, risk, and scalability challenges across financial services organizations and reframe them as enterprise transformation opportunities. 

• Lead executive-level problem definition before solution definition, shaping the strategic narrative for why change is required. 

• Architect multi-year transformation programs by defining future-state operating models, phased roadmaps, and value realization plans. 

• Co-create compelling business cases with customer leadership that link AI adoption directly to P&L impact, cost reduction, margin expansion, and risk mitigation. 

• Own and execute the full-cycle enterprise sales process for new logo acquisition across Consumer Banks and IMBs. 

• Prospect, qualify, and penetrate high-value target accounts using insight-led, hypothesis-driven outreach. 

• Build and lead relationships with economic buyers and executive stakeholders, including CEOs, COOs, CIOs, Chief Digital Officers, and Heads of Operations, Risk, Compliance, Credit, and Business Lines. 

• Navigate and lead complex, multi-stakeholder buying processes across business, technology, operations, and governance teams. 

• Translate JazzX AGI capabilities into clear, differentiated business outcomes across mortgage and adjacent banking workflows. 

• Develop executive-ready ROI, value, and transformation models grounded in financial services economics. 

• Partner closely with Product, Engineering, Deployment, and Customer Success teams to shape enterprise-grade solutions aligned to customer transformation goals. 

• Position JazzX as a long-term strategic transformation partner rather than a point solution or vendor. 

• Represent JazzX’s transformation vision at industry events, executive briefings, and customer workshops. 

• Provide structured, actionable market feedback to inform product roadmap and go-to-market strategy. 

• Maintain strong awareness of competitive dynamics, regulatory pressures, and operating challenges across mortgage and broader banking environments. 

• Demonstrated experience originating and closing complex, multi-year enterprise deals involving platform adoption, operating model change, and executive sponsorship. 

• Proven ability to sell large, strategic deals (typically $10M+ total contract value) driven by business outcomes rather than feature comparison. 

• Comfort engaging at the C-suite and board level on strategy, economics, operating leverage, and risk. 

• Strong understanding of financial services operating models and economics within regulated environments. 

• Experience selling into Banks, IMBs, or large financial institutions across one or more functions, such as: 

• Mortgage origination, underwriting, servicing, or secondary markets 

• Operations and shared services 

• Risk, compliance, credit, or fraud 

• Finance, data, or enterprise transformation initiatives 

• Direct mortgage domain experience is highly preferred but not required for candidates with strong banking transformation backgrounds. 

• Ability to rapidly translate cross-functional banking experience into mortgage-specific use cases and value models. 

• Strong understanding of AI, automation, and data-driven platforms, with the ability to link technology capabilities to tangible business outcomes. 

• Experience modeling the economic impact of technology adoption across enterprise workflows. 

• Skilled at communicating complex concepts clearly to both executive business leaders and technical stakeholders. 

• Proven ability to self-source pipeline and create strategic demand in complex enterprises. 

• Experience running long, multi-stakeholder deal cycles with disciplined qualification and forecasting. 

• Strong CRM hygiene, deal inspection, and forecast accuracy. 

Within the first 12-24 months, success in this role includes: 

• Closed multiple large, multi-year strategic transformation partnerships with Tier-1 financial institutions. 

• Positioned JazzX as a trusted transformation partner embedded in customers’ long-term AI and operating strategy. 

• Built strong executive champions at the C-suite and board level. 

• Delivered measurable financial, operational, and risk-reduction outcomes for customers. 

• Created repeatable deal archetypes for large-scale mortgage and banking transformation sales. 

• 10+ years of enterprise sales experience with a strong emphasis on new logo acquisition. 

• Proven experience selling into Banks, IMBs, or regulated financial services organizations. 

• Background selling AI/ML platforms, data platforms, SaaS, workflow automation, or enterprise transformation programs. 

• Consistent track record of meeting or exceeding multi-million-dollar sales quotas. 

• Demonstrated ability to sell complex change, not just technology.