Senior Director, Business Development - Financial Services

Who We Are

WillowTree is a leading digital consultancy that partners with the world’s most admired brands to orchestrate winning experiences across the customer journey. Experiences that are personalized, on-brand, and consistent across channels and platforms. Experiences that can both drive customer delight and reduce operating costs.

Our services include digital strategy consulting, product development, brand and experience design, digital marketing, and data and AI services. WillowTree’s client roster spans industries and growth stages, including T-Mobile, Marriott, Allianz, Dexcom, PepsiCo, Brightline Trains, Synchrony Financial, Domino’s, and Dairy Queen. Check out how we have impacted our clients' digital portfolios over the years.

In January 2023, WillowTree was acquired by TELUS Digital Experience (Symbol: TIXT), a leading provider of next-generation digital customer experience (CX) solutions for global and disruptive brands. The combined firm brings an unparalleled ability to deliver seamless, trusted, digitally-enabled experiences across any channel a customer might choose — including mobile apps, websites, voice UI, chatbots, email, customer service agents, and retail associates.

Location and Flexibility

This role will be in a Work From Near (Hybrid) capacity based in one of the following offices: Boston, MA, Charlottesville, VA, Durham, NC, or Columbus, OH OR in a Work From Anywhere (Remote) capacity with travel (40-50% of the time) to clients and WillowTree offices expected. 

The Opportunity

The Senior Director, Business Development role is responsible for leading relationships with key strategic accounts, and for cultivating relationships with key prospective accounts. This role will largely focus on our Financial Services vertical. The Senior Director will ensure that all aspects of account work, from strategic development to execution, exceed client expectations. While working with Business Development and Marketing leadership on a combination of product, brand, market, and sales strategies, the Senior Director will coordinate new leads, field new business opportunities, and win new business.

WillowTree’s Business Development team encompasses a range of skilled professionals that drive innovation and growth on the front lines of client engagement. As a team, we rally around three distinct areas in the client journey map: Prospecting, Pursuit, and Expansion. A few responsibilities across our team include: identifying new relationships and opportunities, nurturing ongoing relationships with client partners, contracting agreements, writing proposals, pitching our services to prospective clients, and more.

Responsibilities

• Identify target accounts to optimize services and communicate WillowTree's capabilities to clients
• Competently articulate product features to successfully implement technology solutions
• You’ll collaborate with our Solutions Architects and Product teams to craft executive-level proposals, pitches, and SOWs for prospective and existing clients
• Cultivate and extend existing C-level relationships with current clients
• You’ll team up with our delivery leadership to respond to opportunities and team-sell through RFP responses or other types of sales cycles
• Advise WillowTree’s internal teams on industry and vendor trends to remain well-positioned to assist our clients
• You must have the ability to travel up to 25% for client visits, pitches, and conferences if based in one of our office locations. A higher percentage (~40%) of travel will be expected for remote team members to maintain a frequent presence in our office locations. 

Qualifications

• Deep experience in a digital product professional services agency/consultancy engaged with F5000-level client accounts
• Balance of both growth strategy project work as well as operational project responsibilities including digital transformation. In addition, the ideal candidate has had the opportunity to manage teams and multiple work streams
• Ability to identify and characterize business issues, while demonstrating a ‘nose for value’ to discern what is important
• Scope and plan underlying analyses that will yield critical answers to the questions at hand. Understand the required data to complete the analysis and procure them accordingly. Deliver timely, zero-defect execution of analysis. Leverage quantitative tools for the analytical "heavy lifting.” Analyze data and translate findings into meaningful insights and reco