Director, Sales (Financial Services and Insurance)
Overview
How You’ll Make an Impact
In this role you will be responsible to manage an existing book of accounts and new customers within the Financial Services and Insurance markets. You’ll be the main point of contact for assigned accounts working with internal partners, other lines of business, and clients directly. You will be responsible for growing revenue on existing accounts while also growing new logos sent over by our New Logo team. You will take ownership of those new accounts, and nurture and expand those relationships to meet and exceed annual targets. You will focus on identifying, developing, and presenting value-driven, client-centric marketing solutions that leverage Epsilon’s premier data assets across all activation channels (email, direct mail, online, advanced TV, etc.).
Responsibilities
- Possess in-depth knowledge of data assets (compiled, behavioral, transactional, trigger-based), USPS List Hygiene, digital solutions, omni-channel marketing, and Salesforce.com.
- Stay informed on industry trends, competitive landscape, and market opportunities to drive meaningful client conversations.
- Articulate Epsilon’s Unified Story and recommend data-driven solutions tailored to client needs.
- Build and maintain strong relationships with clients, partners, and industry contacts, particularly in financial services and insurance markets.
- Understand client business goals to provide credible recommendations and manage expectations on budget, timeline, and scope.
- Cultivate client relationships by consistently delivering value and addressing challenges proactively.
- Develop and execute territory plans, gap analyses, and key account strategies to meet sales targets.
- Create and deliver compelling presentations, proposals, and forecasts to senior decision-makers.
- Negotiate contracts effectively and collaborate with technical teams to meet customer requirements.
- Coordinate with production teams to ensure timely, accurate project execution while maintaining quality standards.
- Partner with marketing to plan and execute campaigns that drive business growth.
- Manage daily marketing program functions, including revenue processes, accounting, and reporting.
- Provide actionable feedback to sales and company leadership to improve sales cycles, brand reputation, and client satisfaction.
- Represent Epsilon with professionalism, maintaining high ethical standards in all sales activities.
Qualifications
- 10+ years’ experience in the data industry.
- Strong analytical skills with high attention to detail.
- Deep understanding of the marketing landscape to innovate and drive growth.
- Able to identify and create opportunities to partner with internal and external stakeholders to improve processes and practices.
- Able to work independently and mentor junior team members.
- Able to adapt to rapidly changing expectations.
- Exceptional organizational skills and time management.
- Exceptional communication and presentation skills.
- Experience driving business development plans and pitches.
- Experience Developing and delivering effective presentations.
- Experience using analytics and insights to develop opportunities and solutions for clients.
- Must be skilled in Omni channel data sales strategies and execution.
- Must be skilled in Salesforce.com, MS Office Suite, social media & social selling techniques.
Why You Might Stand Out From Other Talent
- Bachelor’s Degree or MBA in related field.
- Experience selling direct to Financial Services and Insurance accounts.
Additional Information
When You Join Us, We’ll Create Something EPIC Together
Epsilon is a global data, technology and services company that powers the marketing and advertising ecosystem. For decades, we’ve provided marketers from the world’s leading brands the data, technology and services they need to engage consumers with 1 View, 1 Vision and 1 Voice. 1 View of their universe of potential buyers. 1 Vision for engaging each individual. And 1 Voice to harmonize engagement across paid, owned and earned channels. Epsilon’s comprehensive portfolio of capabilities across our suite of digital media, messaging and loyalty solutions bridge the divide between marketing and advertising technology. We process 400+ billion consumer actions each day using advanced AI and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC. Epsilon is a global company with more than 9,000 employees around the world. Our pillars aren't just words. They're how we show up every day. People centricity: We focus on employee well-being in an environment where colleagues truly care about each other. Collaboration: We work together, support one another, and collectively achieve goals. Growth: There are endless opportunities for growth through learning, development and career advancement. Innovation: We drive progress through cutting-edge solutions and forward-thinking approaches. Flexibility: We’ve created a balance between work and personal life, and we encourage adaptability to solve problems creatively. Our values guide us to create value for our clients, our people and consumers. Act with integrity Work together to win together Innovate with purpose Respect all voices Empower with accountability
Benefits
- Time to Recharge: Flexible time off (FTO), 15 paid holidays.
- Time to Recover: Paid sick time.
- Family Well-Being: Parental/new child leave, childcare & elder care assistance, adoption assistance.
- Extra Perks: Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling.
Compensation Range
USD $132,000.00 - USD $198,000.00/Annually.