As a Territory Sales Manager – BFSI, you will drive new business growth across the Banking, Financial Services, Insurance (BFSI), FinTech, and NBFC ecosystem in India. You'll partner with marketing, digital, customer experience, and business leaders to help financial institutions deliver personalized customer engagement through WebEngage's Customer Data Platform (CDP) and Marketing Automation solutions.
You will own the complete sales cycle—from prospecting and consultative discovery to commercial negotiations and deal closure—while building long-term relationships with key stakeholders across the BFSI landscape.
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Drive new logo acquisition and revenue growth across the BFSI segment.
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Build and manage a robust sales pipeline by identifying opportunities within banks, insurance companies, NBFCs, fintechs, wealth management firms, and digital financial services organizations.
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Engage with CXOs and senior stakeholders including CMOs, Chief Digital Officers, Heads of CRM, Customer Experience, Digital Banking, Growth, and Product.
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Understand customer challenges around customer acquisition, onboarding, engagement, retention, cross-sell, and lifecycle marketing, and position WebEngage's platform to address these needs.
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Lead solution presentations, product demonstrations, commercial discussions, and contract negotiations.
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Collaborate with Solutions Consulting, Customer Success, Product, and Marketing teams to deliver a seamless customer experience.
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Maintain accurate pipeline visibility, sales forecasting, and CRM hygiene.
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Stay informed about BFSI industry trends, regulatory developments, and evolving customer engagement strategies.
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5–8 years of successful B2B SaaS or technology solution sales experience.
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Proven experience selling MarTech, Customer Data Platforms (CDP), Marketing Automation, CRM, Customer Engagement, Analytics, Digital Experience, or SaaS platforms to BFSI organizations.
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Strong network and experience engaging decision-makers within banks, insurance companies, NBFCs, fintechs, or other financial institutions.
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Demonstrated success in managing consultative sales cycles and consistently exceeding revenue targets.
Candidates with experience selling technology solutions to organizations in the BFSI ecosystem—including retail banking, digital banking, lending, insurance, payments, wealth management, or fintech—will be strongly preferred.
Experience working with customer engagement, CRM, digital marketing, analytics, or customer experience platforms is highly desirable.
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Strong hunter mindset with a proven ability to acquire new customers.
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Excellent consultative selling and value-based negotiation skills.
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Ability to engage multiple stakeholders across business, marketing, digital, product, and technology teams.
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Strong business acumen with an understanding of digital transformation within the BFSI industry.
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Highly organized with excellent pipeline management and forecasting discipline.
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Exceptional communication, presentation, and relationship-building skills.
Life at WebEngage:
- We take transparency very seriously. Along with a full view of team goals, get a top-level view across the board with our monthly & quarterly town hall meetings.
- A highly inclusive work culture that promotes a relaxed, creative and productive environment.
- Practice autonomy, open communication, growth opportunities,while maintaining a perfect work-life balance
Perks & Benefits:
- Learning is a way of life. Unlock your full potential backed with cutting-edge tools and mentorship (Macbook for Engagers!)
- Get the best in class medical insurance (with Covid Care facilities), programs for taking care of your mental health, and a Contemporary Leave Policy (beyond sick leaves)
Explore more here:
- https://youtu.be/Y0HjfyMjUpg
- https://linkedin.com/company/webengage
- https://twitter.com/WebEngage?s=09
Do you think you fit the bill? Come along, letʼs redefine the future of Marketing Automation!
WebEngage aims to be an equal opportunity employer. We strongly believe that when people feel respected and included they can be more creative, innovative, and successful. We believe that change is the only constant and are in the process and will continue to be in process with changing times to adapt and advance diversity and inclusion. We take affirmative action to ensure equal opportunity and complete non-disclosure of all applicants without any regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or any other characteristics not mentioned hereinabove which are protected under the law of the soil.
