Managing Director & Head, Servicing AI Sales

Summary:

The Managing Director & Head of Servicing AI Sales is responsible for leading the strategic growth, commercialization, and client adoption of AI-driven solutions across the servicing business. This executive will develop and execute sales strategies, build and lead high-performing sales teams, and partner closely with product, technology, operations, and client stakeholders to drive revenue growth and market leadership. The ideal candidate combines deep expertise in financial services and servicing operations with a strong understanding of artificial intelligence, data-driven solutions, and enterprise technology sales.

Essential Job Duties and Responsibilities:

Strategic Leadership

• Develop and execute the overall sales strategy for AI-enabled servicing solutions.

• Establish revenue targets, growth plans, and go-to-market initiatives aligned with organizational objectives.

• Identify emerging market opportunities, industry trends, and competitive dynamics to drive business expansion.

• Serve as a senior thought leader and advocate for AI innovation within the servicing sector.

Business Development & Revenue Growth

• Drive new business acquisition and expansion opportunities across existing client portfolios.

• Build and maintain executive-level relationships with key clients, prospects, and industry partners.

• Lead complex enterprise sales cycles from opportunity identification through contract execution.

• Collaborate with marketing and product teams to position AI offerings effectively in the marketplace.

Client Engagement & Solution Selling

• Consult with clients to understand servicing challenges and identify opportunities where AI can improve efficiency, customer experience, risk management, and operational performance.

• Present compelling business cases and ROI analyses to executive decision-makers.

• Ensure successful adoption and expansion of AI solutions across client organizations.

Team Leadership

• Recruit, develop, and mentor a high-performing sales organization.

• Establish sales processes, performance metrics, and accountability frameworks.

• Foster a culture of collaboration, innovation, and client-centricity.

• Partner with regional and functional leaders to drive cross-functional alignment.

Product & Market Collaboration

• Provide market feedback to product and technology teams to influence roadmap development.

• Support the design and launch of new AI products and capabilities.

• Work closely with implementation, customer success, and servicing teams to ensure seamless client experiences.

Financial & Operational Management

• Manage sales forecasting, pipeline development, and revenue reporting.

• Oversee budget planning and resource allocation.

• Monitor key performance indicators and implement strategies to improve sales effectiveness and profitability.

Other Job Duties and Responsibilities:

• Performs other related duties as assigned.

• Comply with all company policies and procedures.

• Maintain regular and punctual attendance.

Supervisory Responsibilities:

• This position has direct reports. Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Key Competencies

• Strategic Thinking

• Executive Leadership

• Enterprise Sales Excellence

• Client Relationship Management

• AI & Technology Acumen

• Financial Services Expertise

• Negotiation & Influence

• Change Management

• Team Development

• Results Orientation

Success Measures

• Revenue growth and sales target achievement.

• Client acquisition and retention.

• AI solution adoption and expansion rates.

• Market share growth.

• Team performance and employee development.

• Strategic partnership development and client satisfaction.

Education and/or Experience:

Required Experience

• Bachelor's degree required.

• MBA or advanced degree preferred.

• 15+ years of experience in financial services, servicing, technology sales, consulting, or related industries.

• Proven success leading enterprise sales organizations and managing large-scale client relationships.

• Experience selling complex technology, data, analytics, or AI-driven solutions.

• Demonstrated ability to achieve significant revenue growth and exceed business objectives.

• Strong executive presence with experience engaging C-suite stakeholders.

Preferred Experience

• Deep knowledge of mortgage servicing, loan servicing, banking operations, or related servicing environments.

• Experience with artificial intelligence, machine learning, automation, predictive analytics, or digital transformation initiatives.

• Track record of building and scaling high-performing sales teams.

Certificates, Licenses, Registrations:

• None Required

Work Complexity:

Problems and issues faced are frequently complex and multi-dimensional, requiring broad-based consideration of variables that impact areas outside of immediate responsibility. Extensively analyzes problems to seek understanding of the underlying issue and root cause of the problem.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.