Smartsheet is a tech company with a human story to tell. Were here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. Were revolutionaries so for us changing the way the world works is all in a days work.
As the Strategic Industry Lead for Financial Services, you will develop and execute our go-to-market strategy for the Financial Services sector. Youll collaborate closely with NA Enterprise Sales, Product Marketing, and Enablement to deliver thought leadership, drive customer engagement, and support strategic deals that showcase Smartsheets 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
Get to Know Us:
At Smartsheet, weve created a place where everyone is welcome people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. Youre encouraged to apply even if your experience doesnt precisely match our job descriptionif your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world worksjoin us!
Equal Opportunity Employer:
Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, and India. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.
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