Sr. Agreement Cloud Strategy Director - Financial Services

Customer Success | Remote – US

This position is not eligible for employment in the following states: Alaska, Hawaii, Maine, Mississippi, North Dakota, South Dakota, Vermont, West Virginia, and Wyoming.

Our agreement with employees

DocuSign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what’s right, every day. At DocuSign, everything is equal. We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you’ll be loved by us, our customers, and the world in which we live.

The team

Our Customer Success team is the largest organization in the world focused entirely on agreement processes and technologies. We are the Agreement Experts. With over a million successful customers worldwide, we know how to help our customers see results quickly. And that experience is just one of the reasons our customers trust us to connect, automate, and integrate their systems of agreement, everywhere they need to get work done. As part of our global team of Agreement Experts – in industry strategy, professional services, customer success management, learning and enablement, and customer support – you’ll bring your knowledge, insights, and proven expertise to help our customers achieve more than they ever thought possible.

This position

The Senior Strategy Director - Financial Services (i.e. commercial and institutional banking, wealth management, and insurance) will create, articulate, and continually collaborate to evolve the DocuSign Agreement Cloud strategy cross-functionally within the company as well as across upmarket and enterprise customers in the Financial Services industry. This key strategist will engage in provocative conversations to drive alignment of business and technical architecture for CLM solutions, best-practice solution discussions within implementation and line-of-business teams, and business and technical context within the respective ecosystems.

As a senior leader within our Strategic Services Strategy Group the Senior Strategy Director will collaborate with Sales, Product Marketing and Product Management teams to refine the Agreement Cloud go-to-market messaging, create and carry-out thought leadership content, ensure alignment of our product roadmap with industry needs, and enable our field team to identify and execute upon growth opportunities for the Agreement Cloud with primary focus on Financial Services audiences.

This position is an individual contributor role reporting to the Sr. Director, Strategic Services and is designated Remote.

Responsibilities

• Serve as a senior leader on our Strategic Services Strategy team, collaborating with our Sales, Product Marketing and Product Management teams to grow our Agreement Cloud business within the Financial Services market
• Serve as a thought leader, customer advocate and partner to DocuSign’s most strategic Financial Services customers
• Participate in Sales cycles to serve as a catalyst for our Agreement Cloud vision in the context of Financial Services for use cases such as customer/partner onboarding, account opening, lending, customer service and compliance
• Work with Marketing on thought leadership initiatives and align on a differentiated Agreement Cloud narrative and solution blueprints
• Collaborate with a cross-functional group of stakeholders to develop tangible sales plays and product demonstrations relevant to the Financial Services industry
• Liaise between customer executives and internal teams at DocuSign
• Drive cross-functional opportunities for adoption growth
• Support presence at industry events, both DocuSign and third-party
• Work with Enablement to refine knowledge and training programs for legal operations
• Interface with the Product Management Team to define the Agreement Cloud requirements

Basic qualifications

• BA/BS degree or equivalent work experience
• 15+ years of direct experience in Contract Lifecyle Management and Contract Analytics in Financial Services -- technology and processes, with core competency in agreement processes, digital transformation, operationalizing centers of excellence, and CLM/AI strategy. (Line of business, operations and consulting backgrounds considered)

Preferred qualifications

• JD, MBA or equivalent
• Subject matter expertise and familiarity with specialized agreement types, data points and agreement process within Financial Services
• Experience with or clear aptitude to master complex contract management technologies and contract analytics
• Definable experience influencing digital transformation, change management, problem resolution, and communicating complex ideas clearly to cross functional groups
• Excellent written communication skills, including capability to develop and execute thought leadership assets
• Excellent cross-functional collaborator and strategic thinker
• Ability to demonstrate experience managing complex sales problems in a fast growing, dynamic environment supporting multiple levels of leadership
• Ability to advise customers, partners, and internal team on implementation strategies both at the project level and for overall best practices
• Capable of building, implementing, and monitoring sales methodologies, processes and policies
• Willingness to travel as necessary

Vaccination requirement

DocuSign may require all employees to be fully vaccinated against COVID-19 and provide proof of vaccination to visit a DocuSign office, to meet with potential or actual customers or business partners, or for other business-related purposes, in accordance with local law. Please note that DocuSign has contracts with different governments globally which may require compliance with local and federal laws.

About us

DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over a million customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and simplify people's lives. And we help save the world’s forests and embrace environmental sustainability.

It's important to us that we build a talented team that is as diverse as our customers and where all employees feel a deep sense of belonging and thrive. We encourage great talent who bring a range of perspectives to apply for our open positions. DocuSign is an Equal Opportunity Employer and makes hiring decisions based on experience, skill, aptitude and a can-do approach. We will not discriminate based on race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, or any other legally protected category.

Accommodations

DocuSign provides reasonable accommodations for qualified individuals with disabilities in job application procedures, including if you have any difficulty using our online system. If you need such an accommodation, you may contact us at accommodations@docusign.com.