Partnership Sales Lead, Financial Services SaaS (Remote)

New York · Remote ok

About this role

Introduction

Job Title:
Sales Lead, Financial Services – North America

Department:
Financial Services Sales

 

 

Overview:
SymphonyAI is a global leader in enterprise AI SaaS, delivering transformational solutions that power digital transformation across industries.

Our Financial Services vertical enables major banks, insurers and payment providers to fight financial crime using applied AI to detect hidden threats, reduce costs and adapt to demanding compliance regulations.

We partner with leading global organizations such as Microsoft, consultancies and global system integrators (GSIs) to accelerate innovation and go-to-market velocity at scale.

This is your opportunity to lead the growth agenda for our Financial Services business in North America. As the Sales Lead for North America, your mandate is to develop and scale our sales motion with Microsoft, consultancies and GSIs. You will own executive alignment, field engagement, and pipeline acceleration initiatives across the region. You’ll act as the strategic quarterback, aligning SymphonyAI’s value with our partners’ sales priorities to drive measurable growth and visibility.


Job Description

Responsibilities:

  • Own the Regional Partner Strategy by building and executing a sales plan to expand SymphonyAI’s financial services footprint in North America through co-sell, solution plays, and Azure Marketplace activation.
  • Drive Partner-Led Revenue Growth by delivering against ARR targets, engaging partner field teams, orchestrating joint pursuits, and unlocking new accounts in the financial crime sector.
  • Deepen Microsoft Engagement by building trusted relationships with Microsoft’s Financial Services Industry Team, Partner Development Managers (PDMs), Global Partner Solutions (GPS), and Azure Sales leads.
  • GSI Field Enablement & Execution by driving GSI field alignment via readiness sessions, and sales enablement initiatives that result in joint wins.
  • Strategic Account Mapping through shared account planning, territory alignment, and vertical GTM plays targeting top-tier financial institutions in North America.
  • Pipeline Management & Forecasting by owning the partner pipeline with a disciplined sales process—tracking joint opportunities, measuring co-sell conversion, and reporting weekly to leadership.
  • Marketing Collaboration by coordinating with SymphonyAI and partner marketing teams to co-develop campaigns, events, and joint solution assets.
  • Internal Evangelism & Cross-Functional Alignment by serving as the regional partner champion within Financial Services—driving alignment across product, marketing, solutions, and executive teams.

Required Skills & Qualifications:

  • Proven Sales Leadership: 10+ years in enterprise sales or partner-led GTM roles.
  • Track Record of Co-Sell Success: Demonstrated ability to build high-quality pipelines, accelerate win rates, and land strategic logos through joint motions.
  • Strategic Relationship Management: Executive presence and strong influencing skills to build trust across SymphonyAI and partner stakeholders.
  • Operational Rigor: Deep experience in sales process management, partner KPIs, and co-sell forecasting.
  • Microsoft Ecosystem Expertise: Experience managing co-sell with Microsoft, navigating Azure incentives, and partnering with PDMs, ISD/ISV, or Industry teams.
  • Excellent Communication: Ability to craft compelling partner narratives, host joint business reviews, and present at partner-led events.
  • Education: Bachelor’s degree required; MBA preferred.

Preferred Skills & Qualifications:

  • 5+ years in financial services.
  • Clear understanding of Financial Services business models, enterprise buying cycles, and key transformation challenges across financial crime compliance.
  • Strong personal network across consultancies and GSI field teams.

 

Compensation & Benefits:

  • Competitive compensation and commission structure.
  • High-visibility role with direct access to executive leadership.
  • A high-growth, mission-driven environment powered by industry pioneers.

Diversity & Inclusion Statement:
We are committed to building a diverse and inclusive team and encourage candidates from all backgrounds to apply.

 


About Us

SymphonyAI is building the leading enterprise AI SaaS company for digital transformation across the most critical and resilient growth industries, including retail, consumer packaged goods, financial crime prevention, manufacturing, media, and IT service management. Since its founding in 2017, SymphonyAI today serves 1500+ Enterprise customers globally and has grown to 3,000 talented leaders, data scientists, and other professionals across over 30 countries.

 

 

 

Company at a glance

SymphonyAI builds Vertical AI applications that help enterprises tackle their most complex, high-value challenges—like stopping financial crime, improving store performance, and boosting manufacturing efficiency. Trusted by more than 2,000 enterprise customers around the globe including 200 of the top financial institutions, top 25 CPGs, and many of the world’s largest grocers and industrial manufacturers, SymphonyAI delivers domain-trained applications and pre-built agents, ready to work on day one.

Team Size1,001-5,000 employees
WorkspaceRemote ok
IndustrySoftware Development
Location
New York, New York, United States
LinkedInLinkedIn

Top Benefits

  • Competitive compensation
  • Commission structure

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