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Director of Sales - Located in San Francisco Bay Area
Director of Sales - Located in San Francisco Bay AreaValid8 Financial, Inc. • San Francisco, California, US
Director of Sales - Located in San Francisco Bay Area

Director of Sales - Located in San Francisco Bay Area

Valid8 Financial, Inc. • San Francisco, California, US
1 day ago
Job type
  • Full-time
Job description

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Is this your next job Read the full description below to find out, and do not hesitate to make an application.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals :

  • We Show Up for Each Other : We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
  • We Build : “Outside the Box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
  • We Get Stuff Done (GSD) : We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
  • We Do the Right Thing : We’re dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities and Attitude

As the Sales Director you are someone who loves to build, takes initiative and enjoys working in a fast-paced environment. You possess the ability to collaborate and build strong relationships, both internally and externally, but you aren’t afraid to get your hands dirty in the technical aspects of the business. You will be responsible for developing and implementing strategies to drive transfer agent and corporate trust business growth through the acquisition of new clients and expansion of existing client and legal relationships. In addition, you are responsible for the following areas within the company :

Growth :

  • Develop and implement sales strategies to drive business growth and meet sales targets
  • Clearly define significant opportunities within target markets and ensure these opportunities are fully pursued.
  • Identify new business opportunities and potential clients through market research, networking, and other lead generation activities, specifically with law firms.
  • Maintain up-to-date knowledge of industry trends, competitor activities, and market conditions to inform sales strategies and tactics.
  • Build and maintain key customer relationships and develop and implement strategies for expanding the company's customer base.
  • Develop and deliver sales presentations and proposals.
  • Monitor and report on sales performance, using data analysis to identify areas for improvement and make recommendations for change.
  • Provide strategic and operational leadership for the organization, working closely with the senior leadership team and broader Sales team.
  • Collaborate in creating short-and long-term strategic plans
  • Skills and Experience

  • 5+ years' experience, preferably focused in capital markets, law firm, or consulting
  • Strong sales experience with proven success
  • Law firm network
  • Strong analytical and organization skills
  • Exceptional problem-solving skills and high attention to detail
  • Advanced communication skills (written and oral)
  • Advanced proficiency with Office 365 (Excel, Word, PowerPoint) and Adobe Acrobat
  • What We Offer :

  • Paid Time Off : Vacation Days, Sick Days, Birthday off, Bonus Day
  • Benefits : Extended Health, 401K Matching, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending / Lifestyle Spending Account.
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    Director Of Sales • San Francisco, California, US

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