Practice Sales Lead: Financial Services

The Role & Team:

Infovista is seeking a Senior Financial Services Lead to drive the definition, positioning, and commercial success of our CX Intelligence & Risk Assurance platform within the BFSI sector.

This role is a strategic overlay leadership position responsible for:

• Translating banking, insurance and financial services challenges into differentiated CX solutions

• Shaping large transformation deals with Tier 1 institutions

• Positioning Infovista as a trusted advisor in CX, AI, and operational risk domains

The successful candidate will operate at the intersection of: CX, AI, Fraud/Risk, and Contact Center operations.

The successful candidate will play a crucial role in driving sales growth by developing and managing overlay sales strategies that complement our existing sales efforts. This position requires a strategic thinker with excellent communication skills and a deep understanding of software solutions and financial market trends.

In essence the Practice Sales Lead will be able to speak to financial services companies in their language and understand the complexities and challenges faced in the industry with CX & network infrastructure.

The Overlay Sales specialist will collaborate closely with various departments, including marketing, product development, and account management, to ensure seamless integration of sales initiatives and maximize revenue opportunities

Key Responsibilities:

• Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue.

• Identify and target potential clients within the financial services industry to expand the customer base.

• Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands.

• Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business.

• Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs.

• Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly.

• Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement.

• Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions

• Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions

• Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders

• Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment

• Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact

• Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure

• Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making

Qualifications:

• Proven experience in sales or infrastructure consultancy within the financial services industry, preferably in an overlay sales capacity.

• Strong understanding of CX software products, technologies, and market dynamics.

• Excellent communication, negotiation, and interpersonal skills.

• Ability to work collaboratively in a cross-functional team environment.

• Demonstrated track record of meeting or exceeding sales targets.

• Proficient in CRM software and sales analytics tools to manage customer relations and sales data effectively.

• Bachelor’s degree in business, Marketing, Computer Science, or a related field

• Deep understanding of:

  • Fraud & identity workflows (ATO, authentication, risk signals)

  • Contact center ecosystems (Genesys, NICE, Amazon Connect)

  • AI-assisted servicing & LLM risks (hallucination, prompt control)

  • Regulatory environments (PSD2, AML, compliance, auditability)

  • Customer journey breakdowns across channels