Director, Sales Team Lead
Callahan & Associates, Inc., Washington, District of Columbia, United States
At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.
If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.
We're looking for a leader who is ready to make an impact from day one. The Director, Sales Team Lead will guide and develop a high-performing sales team while building strong relationships with credit union and industry leaders. This role combines strategic thinking, industry insight and hands‑on leadership to drive growth, deepen client engagement and help ensure our solutions continue to deliver meaningful value to the credit union movement.
Five Reasons Why You Want To Work With Us
You'll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
You'll help support products and services that empower credit unions and positively impact millions of people.
You'll have a voice and a stake in the company through employee ownership.
You'll be part of a fun, supportive and healthy work culture.
You'll have opportunities to learn, grow and take your career to the next level.
Summary/Objective The Director, Sales Team Lead is responsible for leading and developing a high-performing sales team while driving growth across an assigned territory. This role focuses on building long-term, trusted relationships with senior leaders across the credit union and supplier ecosystem while ensuring the team successfully executes against revenue goals through disciplined account planning, pipeline management and client engagement.
This leader will bring a strong understanding of the financial services industry, particularly the credit union movement, along with the ability to align Callahan’s insights, data and solutions with client needs. Working closely with Sales Executives, Account Managers, Business Development Representatives and internal partners, the Director will guide strategy and execution across the full client lifecycle — new sales, renewals and expansion — ensuring consistent progress toward key performance indicators and sustainable growth.
Essential Functions
Hire, develop, and retain engaged and empowered associates vested in Callahan’s values
Support the senior management team in developing and operationalizing strategies
Responsible for meeting or exceeding annual sales goals and targets that align with the company’s financial plan
Lead team to build positive working relationships within assigned territory to maximize revenue achievement, retention, and growth
Develop strategies for direct reports to deploy tailored account plans (short-/mid-/long-term targets), including a clear implementation plan and present to executives
Facilitate in‑person/virtual engagements at industry events, Callahan Roundtables, and/or individual clients to support Callahan’s thought leadership.
Support direct reports in implementation of strategy, knowledge of products, pipeline maintenance and forecasting, Salesforce compliance, and active reporting
Collaborate with the customer success teams to develop effective and efficient onboarding processes
Work closely with the senior management team, marketing, and Account Management ‘PODs’ to leverage their appropriate expertise in the sales cycle
Collaborate with Product Strategy and Development teams to promote improvements in product quality and the development of new sources of revenue
Preferred Education and Experience
10+ years’ experience working in direct business-to-business sales roles with a focus on financial services and/or credit union customers.
At least 5 years in a sales leadership role managing direct reports with continually increasing levels of responsibility.
Solid understanding of different parts of the global financial services industry, including market dynamics and customers’ business drivers.
Ability to present high-level information as well as detailed demonstrations of products & services.
Excellent verbal/written communication and presentation skills.
Ability to work both independently and within a team environment, with focus and high attention to detail.
Proficiency in Salesforce.com.
Software or SaaS sales experience preferred.
Experience thinking through problems creatively.
Ability to take initiative on projects and customer service interactions.
Ability to work in a fast-paced environment and balance multiple priorities.
#J-18808-Ljbffr
If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.
We're looking for a leader who is ready to make an impact from day one. The Director, Sales Team Lead will guide and develop a high-performing sales team while building strong relationships with credit union and industry leaders. This role combines strategic thinking, industry insight and hands‑on leadership to drive growth, deepen client engagement and help ensure our solutions continue to deliver meaningful value to the credit union movement.
Five Reasons Why You Want To Work With Us
You'll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
You'll help support products and services that empower credit unions and positively impact millions of people.
You'll have a voice and a stake in the company through employee ownership.
You'll be part of a fun, supportive and healthy work culture.
You'll have opportunities to learn, grow and take your career to the next level.
Summary/Objective The Director, Sales Team Lead is responsible for leading and developing a high-performing sales team while driving growth across an assigned territory. This role focuses on building long-term, trusted relationships with senior leaders across the credit union and supplier ecosystem while ensuring the team successfully executes against revenue goals through disciplined account planning, pipeline management and client engagement.
This leader will bring a strong understanding of the financial services industry, particularly the credit union movement, along with the ability to align Callahan’s insights, data and solutions with client needs. Working closely with Sales Executives, Account Managers, Business Development Representatives and internal partners, the Director will guide strategy and execution across the full client lifecycle — new sales, renewals and expansion — ensuring consistent progress toward key performance indicators and sustainable growth.
Essential Functions
Hire, develop, and retain engaged and empowered associates vested in Callahan’s values
Support the senior management team in developing and operationalizing strategies
Responsible for meeting or exceeding annual sales goals and targets that align with the company’s financial plan
Lead team to build positive working relationships within assigned territory to maximize revenue achievement, retention, and growth
Develop strategies for direct reports to deploy tailored account plans (short-/mid-/long-term targets), including a clear implementation plan and present to executives
Facilitate in‑person/virtual engagements at industry events, Callahan Roundtables, and/or individual clients to support Callahan’s thought leadership.
Support direct reports in implementation of strategy, knowledge of products, pipeline maintenance and forecasting, Salesforce compliance, and active reporting
Collaborate with the customer success teams to develop effective and efficient onboarding processes
Work closely with the senior management team, marketing, and Account Management ‘PODs’ to leverage their appropriate expertise in the sales cycle
Collaborate with Product Strategy and Development teams to promote improvements in product quality and the development of new sources of revenue
Preferred Education and Experience
10+ years’ experience working in direct business-to-business sales roles with a focus on financial services and/or credit union customers.
At least 5 years in a sales leadership role managing direct reports with continually increasing levels of responsibility.
Solid understanding of different parts of the global financial services industry, including market dynamics and customers’ business drivers.
Ability to present high-level information as well as detailed demonstrations of products & services.
Excellent verbal/written communication and presentation skills.
Ability to work both independently and within a team environment, with focus and high attention to detail.
Proficiency in Salesforce.com.
Software or SaaS sales experience preferred.
Experience thinking through problems creatively.
Ability to take initiative on projects and customer service interactions.
Ability to work in a fast-paced environment and balance multiple priorities.
#J-18808-Ljbffr