Regional Vice President - Financial Services

Lead the Financial Services sales organization for the West region, owning growth strategy, revenue performance, and execution across the vertical. Manage and coach a team of Account Executives focused on enterprise and strategic accounts, driving adoption of Salesforce, Tableau, and Data Cloud across large Financial Services institutions. Build a high-performance, customer-obsessed sales culture aligned with Salesforce values, exceeding regional revenue targets and expanding market penetration.

Must Have

• Lead the Financial Services 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
• 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

Good to Have

• Experience in Analytics, BI, Data Platforms, AI, or related technologies

Perks & Benefits

• Benefits and resources to support work-life balance
• AI agents to accelerate impact

Job Category

Sales

Job Details

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JOB Description: Regional Vice President - Financial services

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.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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