Sales Director - Generative AI for Financial Markets

Posted 2 days ago

scalataaiNew York (NY)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Investment Banking and Securities Intermediation

SENIORITY

Manager

Apply

About the role

Company Description: Scalata AI is an agentic AI platform focused on credit and financial markets, automating the full financial lifecycle from raw data ingestion to decision-ready analysis and reporting with built-in compliance and security. The platform helps banks, asset managers, private credit funds, servicers, and advisory firms transform complex, unstructured information into clean, actionable insights in seconds, while integrating with existing infrastructure. By combining domain‑specific AI agents, generative AI, and strong data governance, Scalata AI supports underwriting, risk checks, portfolio monitoring, compliance, and performance reporting in regulated, high‑stakes environments. Institutions retain full control over data, models, and workflows, enabling safe AI deployment in strict compliance contexts and unlocking new advisory, reporting, and monitoring offerings. Scalata AI serves as a bridge from legacy workflows to production‑grade generative AI in credit markets, delivering speed, precision, and compliance by design.

Role Description: The Sales Director – Generative AI for Financial Markets is a full-time, on-site role based in the New York City Metropolitan Area. This role is responsible for driving new business and revenue growth with banks, asset managers, private credit funds, servicers, and advisory firms by positioning Scalata AI’s platform across credit and structured finance use cases. Day-to-day activities include developing and executing territory and account plans, leading end-to-end enterprise sales cycles, managing pipelines, and collaborating with presales, product, and marketing teams to craft compelling demos and proposals. The Sales Director will build and nurture executive-level relationships, negotiate commercial terms, and ensure a high-quality customer experience from initial engagement through onboarding. The role also involves gathering market feedback, contributing to go-to-market strategy, and representing Scalata AI at industry events and conferences.

Qualifications: Strong Sales and Business Development skills, with a record of selling complex B2B technology or data products into financial institutions. Experience in Sales Operations, including pipeline management, forecasting, CRM usage, and data-driven decision-making. Customer Service and account management capabilities, focused on building trusted relationships and ensuring client satisfaction and retention. Team Management and cross-functional collaboration skills to work effectively with presales, product, engineering, and marketing partners. Deep understanding of credit markets, structured finance, or capital markets; familiarity with generative AI, data platforms, or enterprise SaaS is highly beneficial. Excellent communication, presentation, and negotiation skills, with comfort engaging C-level and senior stakeholders. Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent professional experience. Ability to work on-site in the New York City Metropolitan Area and travel to client meetings and

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.