Remote Director of Sales, Financial Services
beBee, Inc. · Chandler, AZ · 1 mo ago
Business DevelopmentFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate like impersonation notice, EEO, legal, etc. Must preserve substantive info.
We need to parse the posting.
Content:
- Intro: "Precisely is the leader in data integrity..." etc. That's about company overview. Could go under About the role? Actually "About the role" maybe includes overview of role and company. But we need to decide.
We have sections:
Overview of the Role: description.
What You Will Do: list of responsibilities.
What we are looking for: Required ... Preferred Skills ...
Also AI Proficiency etc.
Also mention: This position is 100% remote anywhere in the US.
Also mention: New York-based or willing to be. Travel up to 50% across US and Canada.
Also mention: Precisely offers a free trial; the technical buyer journey matters as much as the executive one. (that's part of responsibilities).
Also mention: "Precisely is an AI-first organization. All employees are expected to demonstrate proficiency in applying AI tools..." That's maybe part of Requirements or Skills.
Also mention: "Learn more about why it's an exciting time to join Precisely!" (fluff, maybe ignore).
Also mention: "Precisely's 2500 employees..." etc. That's company overview.
We need to include only substantive info.
Let's extract:
About the role: Could include overview of role and company context. Could combine overview and company description.
Responsibilities: bullet list from "What You Will Do". Items:
- Lead and develop the team - Coach, develop, and retain a team of enterprise AEs. Build individual development plans tied to measurable milestones. Create a culture that attracts elite talent and makes people better faster.
- Coach to the full buyer range - Develop AEs to engage the full spectrum of financial services buyers — from CXOs and CDOs setting AI and data strategy, to data engineers and developers evaluating solutions hands-on. Be personally credible with both. Precisely offers a free trial; the technical buyer journey matters as much as the executive one.
- Drive deal quality and platform breadth - Coach away from point-product transactions toward multi-solution, platform-level deals that capture whitespace across the full Data Integrity Suite. Raise ASP by expanding account plans and building toward strategic, multi-year commitments.
- Own the operating rhythm - Run a disciplined weekly and quarterly cadence — pipeline reviews, deal inspections, forecast calls, QBRs – and enforce MEDDPICC rigor in every active opportunity. Every AE contributes to pipeline every quarter, not just at close.
- Make data the coaching language - Use pipeline analytics, win/loss data, activity metrics, and conversation intelligence to drive specific, evidence-based coaching decisions — not instinct. Track progress against metrics that connect to revenue outcomes.
- Own executive presence in key accounts - Be personally present in the most strategic accounts. Model the CXO-level engagement you are coaching toward. Serve as the senior Precisely voice in executive briefings, roadmap discussions, and escalations.
- Build pipeline and partner coverage - Partner with BDR, marketing, and the GSI and advisory ecosystem to build healthy pipeline across all AEs and solutions. Drive proactive outbound account planning across the US and Canada.
- Align cross-functionally - Coordinate with SE, Customer Success, Renewals, Product, and Marketing to ensure the team has what it needs to compete and win — and that field intelligence flows back into the product roadmap.
Requirements: "What we are looking for: Required 7+ years of enterprise software sales; 2+ years in a first-line sales management role. SaaS experience strongly preferred. Deep capital markets and banking domain knowledge, with a genuine understanding of how data, AI, and analytics priorities are set inside these organizations. Demonstrated ability to coach teams to engage the full buyer range: CXO-level executives and technical/developer buyers. Personal credibility at both levels is required. Track record of raising team performance across quota attainment, deal size, pipeline coverage, and ramp time — measured, not anecdotal. Metrics-first operating style: pipeline data, win/loss analysis, activity analytics, and conversation intelligence driving coaching and forecast decisions. MEDDPICC or equivalent methodology fluency at the team level — in deal reviews and 1:1s, not just training. Experience coaching multi-product, platform-level deals and expanding account whitespace. New York-based or willing to be. Travel up to 50% across the US and Canada."
Also AI Proficiency: "Precisely is an AI-first organization. This role models and embeds AI adoption team-wide: Hands-on use of AI tools for account research, call prep, pipeline analysis, and deal coaching. Experience with AI-assisted CRM hygiene and signal-based prospecting tools. Ability to define and scale AI-driven selling practices across the team."
That could be part of Requirements or Skills.
Preferred Skills: list.
- Genuine domain curiosity — candidates who care about the data and AI problem, not just the number, tell better stories and win bigger deals.
- Familiarity with Precisely's product footprint or adjacent data platforms — able to speak fluently to data and AI buyers from day one.
- Existing executive relationships at major capital markets firms or banks in the Americas.
- Experience operating in a PE-backed, high-growth SaaS environment with rigorous quarterly operating standards.
Also mention: "This position is 100% remote anywhere in the US". That's Schedule/Location? Could be under Schedule (remote) or maybe under Benefits? It's location. Could be under Schedule (remote) or maybe a separate section but we only have headings given. Could put under Schedule: "100% remote anywhere in the US". Also travel up to 50% across US and Canada could be under Schedule as well.
Benefits: Not explicitly listed besides maybe "Precisely offers a free trial" (that's a product trial not employee benefit). No explicit benefits like health, 401k, etc. So we should not create Benefits section unless stated. No Pay info. So we omit Pay and Benefits sections.
Schedule: we have remote and travel info. So we can create Schedule section with that.
Qualifications: Could be similar to Requirements? The headings list includes Qualifications separate from Requirements. Usually Requirements = mandatory, Qualifications = preferred? But we have Required and Preferred. We could put Required under Requirements, Preferred under Qualifications or Skills. But we need to follow instruction: Use headings only when posting has real specific content. We have content for Requirements (mandatory) and Preferred Skills (preferred). Also we have Skills (maybe AI proficiency). Could combine.
We need to decide mapping:
- About the role: company overview + role overview.
- Responsibilities: What You Will Do bullet list.
- Requirements: mandatory requirements (7+ years enterprise software sales, 2+ years first-line sales management, SaaS experience preferred, deep capital markets and banking domain knowledge, ability to coach full buyer range, personal credibility, track record raising team performance, metrics-first operating style, MEDDPICC fluency, experience coaching multi-product platform-level deals, New York-based or willing, travel up to 50%).
- Qualifications: maybe AI proficiency? Or could be "Preferred Skills". But we have a heading Skills. Could put AI proficiency under Skills. Preferred skills under Qualifications? Actually Qualifications often includes both required and preferred. But we have separate headings; we need to avoid filler. Let's assign:
Requirements: mandatory items.
Qualifications: preferred items (domain curiosity, familiarity with product, existing executive relationships, PE-backed experience). Also maybe AI proficiency? But AI proficiency is more like a requirement? It says "AI Proficiency: Precisely is an AI-first organization. This role models and embeds AI adoption team-wide: Hands-on use of AI tools for account research, call prep, pipeline analysis, and deal coaching. Experience with AI-assisted CRM hygiene and signal-based prospecting tools. Ability to define and scale AI-driven selling practices across the team." That sounds like a requirement (maybe required). Could put under Requirements as well.
Skills: maybe we can put technical skills like AI tools usage, MEDDPICC, etc. But we already have those in Requirements. Could keep Skills empty? Better not to create empty heading. So we may omit Skills if no distinct content.
Schedule: remote and travel.
Benefits: none.
Pay: none.
Thus output sections: About the role, Responsibilities, Requirements, Qualifications, Schedule.
Check if any content for Benefits? Not given. So omit.
Now craft HTML.
Use
for each heading. Then content:
for prose,
- for lists. We need to preserve all substantive information, not invent or summarize away detail. Must not lose details. Let's draft About the role: combine company overview and role overview. Company overview: "Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services. Precisely powers better decisions for more than 12,000 global organizations, including 95 of the Fortune 100. Precisely's 2500 employees are unified by four company core values that are central to who we are and how we operate: Openness, Determination, Individuality, and Collaboration. We are committed to career development for our employees and offer opportunities for growth, learning and building community. With a 'work from anywhere' culture, we celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents. Learn more about why it's an exciting time to join Precisely! Precisely is an AI-first organization. All employees are expected to demonstrate proficiency in applying AI tools to accelerate their work, improve output quality, and eliminate low-value tasks." Role overview: "Overview of the Role: Capital markets and banking organizations are among the most data-intensive and AI-ambitious enterprises in the world — and Precisely sits at the center of their transformation agenda. This is a first-line sales leadership role. You will own the development and performance of a team of enterprise AEs covering large financial services accounts across the US and Canada — no personal quota. Your job is to make the team measurably better: coaching reps to engage higher with CXOs, deeper with technical and developer buyers, and broader across Precisely's full product portfolio. As Precisely's platform expands and ASP grows, this leader will be the engine that translates capability into larger, more strategic deals. Strong performance in this role creates a clear path to VP." We need to keep all that. Avoid fluff like "Learn more about why it's an exciting time to join Precisely!" maybe we can keep as it's part of company overview but it's a call to action; maybe still substantive? It's not boilerplate; it's marketing. Could keep but it's not essential. Might be okay to keep. However instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. That line is not boilerplate; it's promotional. Could keep. But we should avoid filler like "Learn more about why it's an exciting time to join Precisely!" maybe it's okay. Now Responsibilities: list each bullet as
- . Need to keep the detailed sentences.
We'll create
- with each responsibility as
- . Inside each
- we can have the sentences. Requirements: list mandatory items. Let's extract mandatory items precisely: - 7+ years of enterprise software sales - 2+ years in a first-line sales management role - SaaS experience strongly preferred (that's preferred but still mention) - Deep capital markets and banking domain knowledge, with a genuine understanding of how data, AI, and analytics priorities are set inside these organizations. - Demonstrated ability to coach teams to engage the full buyer range: CXO-level executives and technical/developer buyers. - Personal credibility at both levels is required. - Track record of raising team performance across quota attainment, deal size, pipeline