SymphonyAI

Partnership Sales Lead, Financial Services SaaS (Remote)

SymphonyAI$150K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in enterprise sales or partner-led go-to-market roles.
  • Demonstrated ability to build high-quality sales pipelines and accelerate win rates.
  • Strong influencing skills to manage strategic relationships effectively.
  • Significant experience in sales process management and co-sell forecasting.
  • Familiarity with Microsoft ecosystem and co-selling incentives.
  • Excellent communication skills for crafting narratives and presenting at events.
  • Bachelor's degree required; MBA preferred.

Responsibilities

  • Develop and execute a regional partner strategy to enhance sales in financial services.
  • Engage partner teams to drive revenue growth and target new accounts in financial crime.
  • Build strong relationships with Microsoft's Financial Services team and related stakeholders.
  • Facilitate GSI field alignment through readiness sessions and enablement initiatives.
  • Identify strategic accounts and coordinate shared planning to target top financial institutions.
  • Manage partner pipelines with a focus on tracking opportunities and conversion rates.
  • Collaborate with marketing teams to co-create events and solution assets.
  • Champion partner initiatives across internal teams to ensure alignment and success.

Benefits

  • Competitive compensation and commission structure.
  • High-visibility role with direct access to executive leadership.
  • Opportunity to work in a high-growth, mission-driven environment with industry leaders.
Full Job Description
Job Title:
Sales Lead, Financial Services - North America

Department:
Financial Services Sales

Overview:
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.

About SymphonyAI

SymphonyAI is a leading provider of artificial intelligence solutions for businesses. The company was founded in 2017 and is headquartered in Palo Alto, California. SymphonyAI has a team of experienced data scientists and engineers who work together to develop and implement cutting-edge AI technologies. The company's solutions are used by businesses in a variety of industries, including healthcare, finance, and retail. SymphonyAI is committed to helping its clients leverage the power of AI to drive growth and innovation.
Learn more about SymphonyAI
Size
500 employees
Industry
Net Income
-$5 million
Founded
2017
5 Year Trend
+30%
Revenue
$100 million

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