Senior project director leading complex, regulated IT transformation projects for Wepoint, a digital transformation consultancy. Coordinating governance, stakeholders, suppliers, risks, budgets, and delivery.
About the role
- Director leading expansion sales and powered admin partnerships at Juniper Square, which provides technology and fund administration for private markets. Building the motion, team, pipeline, and AI-enabled operating model.
Responsibilities
- Own and deliver an expansion ARR quota as a working seller
- Run personal deals in assigned accounts from day one
- Build and own the installed-base pipeline
- Assess the expansion opportunity and create prioritized account plans
- Build and maintain wallet-share and whitespace analysis in Salesforce
- Establish qualification standards and repeatable product plays
- Operationalize lead flow from Fund Administration and Customer Success signals
- Define and drive an adoption-first expansion motion
- Size the Powered Admin Services market and identify target fund administrators
- Lead initial partner conversations and deals
- Define Powered Admin Services packaging, boundaries, and white-label support model with Product and Fund Administration leadership
- Recommend whether and when to add a dedicated Powered Admin Services seller
- Partner with the existing seller to define the motion and hire and ramp additional sellers
- Own ramp plans, pipeline reviews, MEDDPICC-based deal coaching, and territory splits
- Establish operating cadences with Customer Success, Fund Administration, and sales leaders
- Enforce account-ownership rules and AE-to-expansion handoffs
- Provide Marketing with segments and signals for expansion campaigns
- Own the expansion dashboard and key performance metrics
- Report model corrections and strategic recommendations to sales leadership quarterly
- Build AI-enabled whitespace scoring, account-plan generation, and signal detection workflows
- Redesign work to eliminate manual workload
Requirements
- 8+ years in SaaS or fintech revenue roles
- Meaningful experience in expansion or installed-base selling
- Track record of carrying and hitting a quota
- Experience building a land-and-expand or installed-base motion, ideally more than once
- Experience with usage-based lead scoring, adoption-first selling, and cross-functional selling through Customer Success and services teams
- People-leadership experience, including building a small team from zero
- Willingness to stay hands-on in deals
- Player-coach operating style
- Comfort working in ambiguity
- Fluency in Salesforce as the operating system for the motion
- Ability to define requirements for RevOps and data tooling
- Demonstrated use of AI to create real efficiency in a revenue organization
- Strong plus: experience selling technology to fund administrators or from inside a company that does
- Strong plus: private markets experience or experience selling financial technology at scale into institutional buyers
- Strong plus: exposure to selling alongside a services organization
- Strong plus: experience standing up a white-label, OEM, or powered-by partnership motion
Benefits
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company-paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement saving plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
- Commission
- Equity
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Directeur(trice) de projet senior pilotant des projets TI complexes et réglementés chez Wepoint. Coordination de la gouvernance, des partenaires et des livrables pour des organisations publiques et privées.
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