Sales Vertical Director - Financial Services

windfalldata· Sales
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📍 San FranciscoFull Time💰 USD 330K–375K

About this role

We’re hiring a Director of Financial Services to own and build this vertical. The short version: you’ll carry a bag, you’ll build a team, and you’ll help define how Windfall goes to market across wealth management, private banking, insurance, and adjacent FS segments. This is a player/coach role - intentionally so. You’ll personally lead outreach and engagement across our top 50–100 Financial Services accounts while simultaneously hiring, developing, and managing the AEs who will eventually scale this into a standalone business. You won’t be handed a playbook; you’ll write one. You’ll work directly with our co-founders, product, and marketing to shape Windfall’s FS strategy - what we build, how we position it, and who we prioritize. The right person is equally comfortable in a room with a CRO as they are coaching a rep on discovery. If you want a job where you just manage, this isn’t it. We’re on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.

Frequently Asked Questions

What is the salary for the Sales Vertical Director - Financial Services role at windfalldata?
The listed salary for this Sales Vertical Director - Financial Services position at windfalldata is USD 330K–375K. This is an Full Time role.
Where is the Sales Vertical Director - Financial Services position at windfalldata located?
This Sales Vertical Director - Financial Services role at windfalldata is based in San Francisco. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Sales Vertical Director - Financial Services role at windfalldata full-time or part-time?
This is listed as a Full Time position. It is posted as a Sales Vertical Director - Financial Services role in the Sales department at windfalldata.
Which team or department does the Sales Vertical Director - Financial Services at windfalldata belong to?
This Sales Vertical Director - Financial Services position is part of the Sales department at windfalldata. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Sales Vertical Director - Financial Services position at windfalldata?
Click the "Apply Now" button on this page. You will be redirected to windfalldata's official application portal hosted on lever where you can submit your application directly.
When was the Sales Vertical Director - Financial Services job at windfalldata posted?
This Sales Vertical Director - Financial Services position at windfalldata was posted on Mar 27, 2026. Apply as soon as possible — early applications are often reviewed first.
Sales Vertical Director - Financial Services
windfalldata · 💰 USD 330K–375K
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