Sales Vertical Director - Financial Services

We’re hiring a Director of Retail 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 luxury retail, e-commerce, consumer brands, and adjacent retail segments. This is a player/coach role - intentionally so. You’ll personally lead outreach and engagement across our top 50–100 Retail accounts while simultaneously hiring, developing, and managing the AEs who will eventually scale this into a standalone business. Windfall’s wealth data unlocks high-impact use cases for retailers - identifying HNW customers, personalizing outreach, powering loyalty programs, and driving clienteling at scale. You’ll help retailers understand why that matters and build the motion to close it. You’ll work directly with our co-founders, product, and marketing to shape Windfall’s Retail strategy - what we build, how we position it, and who we prioritize. If you want a job where you just manage, this isn’t it. Our mission is to change how organizations perceive and use people data. We hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Make a difference every day; and (5) Act with integrity and trust. Responsibilities:

Account ownership: Direct outreach, pipeline development, and deal execution across Windfall’s top 50–100 Financial Services accounts, you’re not handing this off - you’re running it

Team leadership & buildout: Hire, coach, and develop the AE team for the FS vertical - from first rep to full team, you set the bar and hold it

Vertical strategy: Partner with co-founders, product, and marketing to define ICP, messaging, product priorities, and go-to-market motion, this is a seat at the table, not a consulting exercise

Revenue accountability: Own the FS number - new bookings, retention, and expansion, the vertical’s performance is yours

Cross-functional influence: Translate FS market dynamics into product feedback, competitive positioning, and partnership priorities, you’re the voice of the customer inside the building

Requirements:

Bachelor’s Degree 

5+ years of enterprise SaaS sales experience, with a demonstrable track record of closing complex, multi-stakeholder deals

3+ years of sales leadership experience - you’ve built or managed a team and have the scar tissue to show for it

Deep fluency in financial services - whether you’ve sold into FS or operated within it, you understand the buyer, the workflow, and the decision dynamics

Familiarity with wealth management, RIAs, private banking, family offices, broker-dealers, or adjacent FS segments is a strong signal

You think in systems and build them that way - you know how to create a repeatable motion, not just close deals

You’re direct, organized, and not precious about being a player in a player/coach role

Based in or willing to relocate to San Francisco