Sales Director (Financial Services)

About the role

As Sales Director for Financial Services at Webhouse, you'll own new business for our Financial Services segment in Australia. You'll sell custom software, AI automation, and our four-week Operational Audit to founders, COOs, and heads of operations at mortgage brokerages, financial planning groups, accounting firms, and fintech scale-ups. This is a hunter role with real ownership, a clear ICP, packaged offers, and a delivery team that ships.

What you'll do

• Own the Financial Services segment end-to-end: build the pipeline, run the sales process, and close new business.
• Originate opportunities outbound through your network, targeted outreach, industry events, and partner channels.
• Qualify, scope, and shape engagements alongside our delivery and solutions team, from first conversation through to signed agreement.
• Run discovery, present tailored solutions, and pitch our four-week Operational Audit as the first commercial step with new accounts.
• Negotiate commercials, manage procurement, and close deals at deal sizes ranging from $9k audits to $250k+ build engagements.
• Maintain a clean, accurate CRM and a forecast that the leadership team can trust.
• Feed market intelligence back into our positioning, packaging, and pricing so our offer keeps getting sharper.

What we're looking for

• 5+ years selling technology, professional services, or operational software into the Financial Services sector in Australia.
• Proven track record consistently hitting or exceeding $1m+ annual quotas with complex, consultative deals.
• Hunter mentality: comfortable originating pipeline, not just managing inbound.
• Confident running multi-stakeholder sales cycles with owners, CFOs, and operations leaders.
• Excellent written and verbal English, with the ability to write a clean, persuasive proposal.
• Permanent right to work in Australia and able to attend the Parramatta office two to three days per week.
• Strong understanding of broker, planner, and accounting workflows: lead handling, fact-finds, compliance file builds, and ongoing service reviews.
• Familiarity with platforms operators already use, including Salesforce Financial Services Cloud, Xplan, AdviserLogic, BrokerEngine, MyCRM, Xero Practice Manager, and FYI.
• Awareness of AFSL, ACL, AML/CTF, and Privacy Act obligations that shape what software is allowed to do.

Nice to have

• Existing network of operators and decision makers in the segment.
• Experience selling consultative, custom-scoped engagements rather than off-the-shelf SaaS.
• Prior experience inside an agency, consultancy, or systems integrator.

What we offer

• Competitive base salary plus performance bonuses, reviewed every six months
• Flexible hours and a results-driven culture, not a clock-in culture
• Generous paid time off plus all Australian public holidays
• Annual learning and development budget for courses, certifications, and conferences
• Top-tier hardware and software stack of your choice
• Modern Parramatta office with team lunches, off-sites, and quarterly socials
• Clear career progression with twice-yearly performance and growth reviews
• Direct access to the founder and a seat at the table on company strategy