Sr. Director, NA Financial Services Solutions

Strategic Industry Lead For Financial Services

For over 20 years, Smartsheet has helped people and teams achieve-well, anything. From seamless work management to smart, scalable solutions, we've always worked with flow. We're building tools that empower teams to automate the manual, uncover insights, and scale smarter. But more than that, we're creating space- space to think big, take action, and unlock the kind of work that truly matters. Because when challenge meets purpose, and passion turns into progress, that's magic at work, and it's what we show up for everyday.

As the Strategic Industry Lead for Financial Services, you will develop and execute our go-to-market strategy for the Financial Services sector. You'll collaborate closely with NA Enterprise Sales, Product Marketing, and Enablement to deliver thought leadership, drive customer engagement, and support strategic deals that showcase Smartsheet's value in this highly regulated, rapidly evolving industry. You will report to the SVP of Sales. This is a remote eligible position and you may work remotely from anywhere in the US where Smartsheet is registered.

You Will:

• Develop and own the GTM strategy for the Financial Services sector, with tailored approaches for banking, insurance, and wealth management
• Lead regional business planning, quarterly business reviews, and ongoing GTM strategy development
• Partner with Product Marketing and Enablement to create impactful messaging, content, and case studies that support pipeline generation and sales success
• Stay ahead of industry trends (e.g., AI, digital transformation, fintech, cybersecurity) and regulatory requirements (e.g., GDPR, FINRA, SEC) to position Smartsheet as a modern solution
• Deliver clear, compelling value propositions aligned to key industry pain points like compliance, operational efficiency, and customer engagement
• Support complex enterprise deals from early engagement through close, helping craft pursuit strategies and ensuring alignment with customer needs
• Build executive-level relationships within key accounts, understanding their challenges and championing Smartsheet as a strategic partner
• Drive customer engagement by leveraging success stories, testimonials, and measurable ROI outcomes from financial services customers

You Have:

• 10+ years of experience selling into the Financial Services industry, with a strong track record in SaaS or enterprise technology
• Proven success leading large, complex deals and working directly with C-level executives
• Deep understanding of enterprise sales processes, including strategic account planning and solution selling
• Strong knowledge of financial services regulatory requirements and risk management priorities
• Excellent communication, presentation, and stakeholder management skills
• Background in consulting, pre-sales, or solution engineering is a plus
• Willingness to travel as needed
• MBA or advanced degree preferred

Current US Perks & Benefits:

HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees

401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)

Monthly stipend to support your work and productivity

Flexible Time Away Program, plus Sick Time Off

US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans

US employees receive 12 paid holidays per year

Up to 24 weeks of Parental Leave

Personal paid Volunteer Day to support our community

Opportunities for professional growth and development including access to Udemy online courses

Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account

Teleworking options from any registered location in the U.S. (role specific)

Smartsheet provides a competitive base salary range for roles that m