Senior Vice President, Sales

The Opportunity

The Senior Vice President, Sales is responsible for designing, leading, and scaling Acumen Financial Advantage's commercial growth engine. Reporting to the Chief Growth Officer, this executive will develop and execute the company's enterprise sales strategy, build a world-class sales organization, and drive sustainable revenue growth across the credit union, healthcare, nonprofit, and other targeted markets.

This leader will create the systems, processes, talent, and discipline required to transform AFA into a highly scalable national sales organization. The SVP will oversee all aspects of business development, sales leadership, pipeline management, channel partnerships, sales enablement, and commercial execution while partnering closely with Marketing, Client Success, Product, and Executive Leadership to accelerate growth.

The ideal candidate is both a strategic executive and an exceptional operator—someone equally comfortable shaping long-term commercial strategy, coaching high-performing teams, building executive relationships, and personally influencing transformational opportunities.

What You'll Do

Commercial Strategy & Revenue Growth

• Develop and execute AFA's enterprise sales strategy to achieve aggressive revenue and profitability objectives.
• Build a scalable commercial operating model that aligns marketing, business development, sales, strategic partnerships, and client growth.
• Identify emerging market opportunities and develop strategies to expand AFA's presence across target industries.
• Establish annual, quarterly, and long-range sales plans supported by measurable objectives and performance metrics.
• Partner with executive leadership to identify new revenue streams, strategic partnerships, and commercial opportunities.

Sales Leadership

• Recruit, develop, and lead a high-performing national sales organization focused on consultative, relationship-driven selling.
• Lead Regional Vice Presidents and sales leaders through clear accountability, coaching, succession planning, and talent development.
• Create a culture of high performance, collaboration, ownership, and continuous improvement.
• Establish performance expectations, incentive structures, and career development pathways that attract and retain exceptional talent.

Business Development

• Oversee enterprise pipeline development across all market segments.
• Guide strategic pursuit of high-value opportunities from qualification through close.
• Personally engage in executive-level sales opportunities and complex client engagements.
• Build trusted relationships with CEOs, CFOs, CHROs, boards, and executive leadership teams.

Go-to-Market Strategy

• Design territory strategies, market segmentation, account prioritization, and coverage models.
• Optimize direct sales, referral, and strategic channel partner programs.
• Partner closely with Marketing to align demand generation, thought leadership, digital engagement, and pipeline creation.
• Ensure seamless alignment between top-of-funnel marketing activities and revenue-producing sales execution.

Sales Operations & Performance Excellence

• Establish disciplined forecasting, pipeline management, opportunity reviews, and sales operating rhythms.
• Leverage Salesforce and analytics to improve forecasting accuracy, pipeline health, and sales productivity.
• Develop KPIs, dashboards, and reporting that provide executive visibility into commercial performance.
• Continuously improve sales processes through automation, technology, and data-driven decision making.

Sales Enablement

• Build a best-in-class sales enablement function supporting onboarding, coaching, methodology, product expertise, and industry knowledge.
• Ensure the organization consistently communicates AFA's differentiated value proposition.
• Create repeatable playbooks, tools, competitive intelligence, and sales resources that improve win rates and shorten sales cycles.

Executive & Industry Leadership

• Represent AFA as a thought leader at conferences, executive forums, and industry events.
• Build strategic relationships with industry associations, channel partners, and executive decision makers.
• Serve as an executive ambassador for AFA's mission, values, and market leadership.

What You Bring

Required

• 15+ years of progressive executive sales leadership experience.
• Demonstrated success scaling high-performing B2B sales organizations.
• Proven experience leading enterprise and consultative sales teams.
• Strong background developing commercial strategy, sales operations, and revenue growth initiatives.
• Experience leading both direct and channel sales organizations.
• Exceptional executive presence with experience selling to CEOs, CFOs, Boards, and senior executives.
• Demonstrated expertise using Salesforce and sales analytics to drive performance.
• Outstanding communication, coaching, negotiation, and leadership skills.

Preferred

• Financial services, executive benefits, insurance, retirement, or wealth management experience.
• Deep understanding of the credit union ecosystem.
• Experience serving healthcare and nonprofit organizations.
• Background in executive benefits, split-dollar, SERPs, non-qualified deferred compensation, institutional investments, or life insurance funding strategies.
• Experience helping scale a founder-led or growth-stage organization.