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. The right person is equally comfortable in a room with a CRO as they are coaching a rep on discovery. If you want a job where you just manage, this isn’t it.
Our mission is to change how organizations perceive and use people data. We hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Make a difference every day; and (5) Act with integrity and trust.
Responsibilities:
- Account ownership: Direct outreach, pipeline development, and deal execution across Windfall’s top 50–100 Financial Services accounts, you’re not handing this off - you’re running it
- Team leadership & buildout: Hire, coach, and develop the AE team for the FS vertical - from first rep to full team, you set the bar and hold it
- Vertical strategy: Partner with co-founders, product, and marketing to define ICP, messaging, product priorities, and go-to-market motion, this is a seat at the table, not a consulting exercise
- Revenue accountability: Own the FS number - new bookings, retention, and expansion, the vertical’s performance is yours
- Cross-functional influence: Translate FS market dynamics into product feedback, competitive positioning, and partnership priorities, you’re the voice of the customer inside the building
Requirements:
- Bachelor’s Degree
- 5+ years of enterprise SaaS sales experience, with a demonstrable track record of closing complex, multi-stakeholder deals
- 3+ years of sales leadership experience - you’ve built or managed a team and have the scar tissue to show for it
- Deep fluency in financial services - whether you’ve sold into FS or operated within it, you understand the buyer, the workflow, and the decision dynamics
- Familiarity with wealth management, RIAs, private banking, family offices, broker-dealers, or adjacent FS segments is a strong signal
- You think in systems and build them that way - you know how to create a repeatable motion, not just close deals
- You’re direct, organized, and not precious about being a player in a player/coach role
- Based in or willing to relocate to San Francisco
Skills Required
- Bachelor's Degree
- 5+ years of enterprise SaaS sales experience
- 3+ years of sales leadership experience
- Deep fluency in financial services
- Familiarity with wealth management and adjacent FS segments
What We Do
Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 800 data-driven organizations use Windfall to power their business.
