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Director of Sales - Located in San Francisco Bay Area at Valid8 Financial, Inc.

Valid8 Financial, Inc. No longer available

Job Description

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

  • We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
  • We Build: "Outside the Box" is our playground. We're not afraid to innovate and tackle tough problems - we're here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
  • We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
  • We Do the Right Thing: We're dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities and Attitude

As the Sales Director you are someone who loves to build, takes initiative and enjoys working in a fast-paced environment. You possess the ability to collaborate and build strong relationships, both internally and externally, but you aren't afraid to get your hands dirty in the technical aspects of the business. You will be responsible for developing and implementing strategies to drive transfer agent and corporate trust business growth through the acquisition of new clients and expansion of existing client and legal relationships. In addition, you are responsible for the following areas within the company:

Growth:

  • Develop and implement sales strategies to drive business growth and meet sales targets
  • Clearly define significant opportunities within target markets and ensure these opportunities are fully pursued.
  • Identify new business opportunities and potential clients through market research, networking, and other lead generation activities, specifically with law firms.
  • Maintain up-to-date knowledge of industry trends, competitor activities, and market conditions to inform sales strategies and tactics.
  • Build and maintain key customer relationships and develop and implement strategies for expanding the company's customer base.
  • Develop and deliver sales presentations and proposals.
  • Monitor and report on sales performance, using data analysis to identify areas for improvement and make recommendations for change.
  • Provide strategic and operational leadership for the organization, working closely with the senior leadership team and broader Sales team.
  • Collaborate in creating short-and long-term strategic plans

Skills and Experience

  • 5+ years' experience, preferably focused in capital markets, law firm, or consulting
  • Strong sales experience with proven success
  • Law firm network
  • Strong analytical and organization skills
  • Exceptional problem-solving skills and high attention to detail
  • Advanced communication skills (written and oral)
  • Advanced proficiency with Office 365 (Excel, Word, PowerPoint) and Adobe Acrobat

What We Offer:

  • Paid Time Off: Vacation Days, Sick Days, Birthday off, Bonus Day
  • Benefits: Extended Health, 401K Matching, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account.
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Typical senior pay: $131k for Producers and Directors nationally

National salary averages
Expected senior-level
$131k
Entry
Mid
Senior
Expected
$43k Market range (10th-90th percentile) $199k

Top performers earn significantly more—skill and negotiation matter.

Senior roles pay 119% more than entry—experience is well rewarded.

Strong candidate leverage

Pay is responsive to skills and negotiation. Position yourself as a specialist.

Hiring leverage
Balanced
Wage leverage
Strong
Mobility
Good mobility

Who this leverage applies to

Stronger for: Specialists with niche skills
Weaker for: Generalists

Where to negotiate

Base salary
Sign-on bonus
Title / level
Remote flexibility
Scope & responsibility
Start date / PTO

Likely Possible Unlikely

Watch out for

Wide pay variance: Compensation depends heavily on employer and specialization.

Use competing offers and timing to your advantage.

Does this path compound?

Job Growth →
High churn
Growth, flat pay
🚀 Compound
Growth + pay upside
⚠️ Plateau
Limited growth
Specialize
Experts earn more
Pay Upside →
Expertise pays off

Limited new roles, but specialists earn significantly more.

+5%
10yr growth
A bachelor's degree is typically expected.
Typical: Bachelor's degree

Openings come from turnover, not new growth. Differentiate to advance.

Labor data: BLS 2024