Vice President of Software Sales & Customer Success

Accountabilities

• • Lead software sales strategy and execution across enterprise platforms, AI capabilities, automation solutions, and related products, driving pipeline generation, enterprise sales, renewals, expansion, and overall revenue growth.
  • Develop and lead customer success strategies focused on adoption, retention, renewals, measurable customer value, and long-term account expansion.
  • Strengthen commercial operating discipline through improved forecasting, pipeline visibility, accountability, sales processes, operating rhythms, and performance management.
  • Lead, coach, and develop sales and customer success teams by establishing clear expectations, success metrics, development plans, and performance standards.
  • Support the commercialization and launch of new software, AI, automation, and workflow solutions by aligning product readiness, customer requirements, market feedback, messaging, enablement, and revenue objectives.
  • Serve as a market-facing representative through customer meetings, executive briefings, conferences, webinars, panels, partner discussions, and industry events.
  • Strengthen sales messaging, presentations, demonstrations, competitive positioning, customer communications, and enablement materials for executive, technical, operational, and financial services audiences.
  • Provide market-informed input on pricing, packaging, positioning, competitive trends, customer requirements, and new revenue opportunities.
  • Partner cross-functionally with Sales, Customer Success, Product, Technology, Marketing, Operations, and executive leadership to align priorities and execute shared growth strategies.
  • Monitor commercial performance across revenue growth, pipeline quality, customer adoption, retention, renewals, expansion, forecasting accuracy, team effectiveness, and customer outcomes, using insights to drive continuous improvement.

  Requirements

  • 8–12+ years of experience in enterprise software sales, customer success, commercial leadership, revenue leadership, business development, or a related discipline.
  • Demonstrated experience leading sales and customer success teams within B2B SaaS, fintech, financial services technology, lending technology, AI, automation, or enterprise software environments.
  • Proven ability to grow software revenue, improve sales performance, strengthen customer adoption, and establish scalable commercial processes.
  • Experience selling to or supporting banks, credit unions, lenders, fintech companies, or other regulated financial institutions is strongly preferred.
  • Strong understanding of complex enterprise sales cycles, including discovery, stakeholder management, business case development, negotiation, implementation alignment, renewals, and executive relationship management.
  • Technical fluency across SaaS platforms, lending technology, workflow automation, integrations, data, AI capabilities, and enterprise software.
  • Ability to translate complex technology into compelling business value for executive, technical, operational, and financial services stakeholders.
  • Strong executive presence with excellent communication, presentation, writing, relationship-building, and cross-functional influence skills.
  • Experience representing an organization externally through customer engagements, executive briefings, conferences, panels, webinars, industry events, or strategic partner discussions.
  • Highly operational and accountable, with a demonstrated ability to turn strategy into measurable execution and results.
  • Strong leadership, coaching, commercial judgment, and team-development capabilities.
  • Bachelor’s degree in business, finance, marketing, technology, or a related field required; an MBA or relevant advanced degree is preferred.
  • Experience with lending, banking, fintech, loan origination, credit workflows, banking operations, or financial institution modernization is advantageous.
  • Experience commercializing new software products, automation solutions, workflow platforms, AI capabilities, or enterprise platforms is preferred.
  • Experience leading organizations through product launches, market repositioning, transformation, operational improvement, or accelerated growth is a plus.
  • A strong professional network across financial institutions, fintech companies, technology partners, industry associations, or strategic partners is desirable.
  • Familiarity with account-based marketing, strategic partnerships, enterprise SaaS pricing, platform sales, renewals, expansion, sales compensation, customer success operations, or sales enablement is beneficial.

  Benefits

  • Senior executive-level opportunity with significant responsibility for software revenue, customer success, and commercial growth.
  • Opportunity to shape go-to-market strategy and help scale AI, automation, workflow, and enterprise software solutions.
  • High-visibility position with direct interaction with executive customers, strategic partners, and industry stakeholders.
  • Opportunity to lead and develop sales and customer success professionals while building scalable commercial capabilities.
  • Exposure to financial services, fintech, enterprise software, AI, and digital transformation initiatives.
  • Competitive compensation and benefits package, with specific compensation details to be determined based on experience, qualifications, and location.