Responsible for maintaining and growing relationships with small to medium sized clients.
Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle.
Collaborate with client to execute on goals and KPIs.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Partner with Sales and cross-functional leadership to bridge the gap between high-level strategy and tactical execution.
Manage and scale Realtor.com’s largest subscription portfolios, driving revenue through strategic renewals and emergent product upsells.
Lead and develop an innovative sales workforce, aligning KPIs and employee engagement to deliver world-class client experiences.
Realtor.com is a leading online real estate destination, connecting buyers, sellers, and renters with trusted insights and expert guidance. They offer a suite of tools to empower people to find their way home with an easy-to-use user experience.
Identify high-potential prospective customers from inbound leads and outbound prospecting.
Develop and implement full sales cycle strategies for driving product adoption and expansion within existing customers.
Deliver polished presentations and product demonstrations that clearly articulate Vanilla's value to our target market.
Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.
Lead and develop a team of sales professionals, coach talent, drive consultative sales
Use data and CRM tools (e.g., Salesforce) to track performance and improve processes
Partner across departments to ensure aligned, effective execution
Quadient supports businesses of all sizes in their digital transformation and growth journey, unlocking operational efficiency with reliable, secure, and sustainable automation processes. They are a future-focused business leading the way in powering secure and sustainable business connections through digital and physical channels with diverse teams that create connections every day.
Leading, coaching, and developing a team of SMB Account Executives in a high-velocity sales environment
Driving consistent performance against weekly, monthly, and quarterly revenue target
Building and sustaining a high-performance, high-accountability team culture
ChowNow is a leading player in off-premise restaurant technology. They support over 20,000 restaurants across North America, helping process $1B+ in gross food sales. They are now beginning an exciting new era under their CEO, Kanika Soni.
Manage inbound lead flow effectively to convert into qualified sales pipeline.
Build a target account strategy to pinpoint ideal customers using firmographic data, intent signals, and key personas.
Customize proposals that speak to ROI, compliance impact, and long-term value.
EasyLlama is transforming the HR compliance industry by reinventing outdated and uninspiring training solutions and adapting them for the mobile-first generation. Their engaging, fun, and interactive training helps millions of employees worldwide build a safer, more positive, and inclusive workplace.
Build and manage best-in-class private asset offerings for Wealthsimple clients.
Collaborate across teams to support high-priority initiatives.
Translate investor needs into clear requirements and analyses.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Develop and implement strategic sales plans to achieve company goals and exceed quotas.
Coach, empower, and engage a diverse team of 12-14 Sales Agents.
Monitor and exceed target performance for agents.
Jobgether is a company that uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage a team of Account Executives to hit company goals.
Recruit, hire, train, and coach top talent.
Build executive-level relationships with key accounts.
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to transform how work gets done.
Own the execution and optimization of top-of-funnel demand generation across multiple channels.
Drive lead volume and lead quality, with a strong understanding of downstream conversion and pipeline impact.
Optimize the full funnel—from first touch to opportunity—through testing, CRO, and continuous iteration.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Develop and maintain strong relationships with assigned accounts, acting as a trusted advisor and strategic partner.
Develop a deep understanding of Vanta’s current product offerings and take initiative to learn Vanta’s product roadmap to speak confidently when addressing customers.
Maintain strong partnerships and alignment with CSMs to understand customer health, ensure close strategic collaboration and execute harmonious communication to accounts.
Vanta helps businesses earn and prove trust by making security monitored and verified continuously. They empower companies to practice better security and prove it with ease. Vanta has a kind and talented team and started in 2018.
Lead and manage a team of 7–10 Account Executives to meet and exceed monthly revenue targets
Drive consistent pipeline execution, deal progression, and on-time deal closure
Coach reps on core sales fundamentals, including discovery, qualification, deal management, and closing
EasyLlama transforms HR compliance by reinventing training solutions for the mobile-first generation. They aim to partner with organizations to reduce employee risk and foster a more inclusive environment; they have a strong culture of collaboration and innovation.
Prospect and sell into defined set of accounts within your respective region and vertical
Consistently build strong pipeline quarter over quarter
Consistently achieve quarterly and annual numbers
ServiceNow is a global market leader that brings innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. They connect people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
Build and manage a territory strategy that creates a realistic plan towards quota achievement.
Conduct thorough discovery calls where you clearly identify the pain and needs of account stakeholders.
Demonstrate Swiftly’s ability to solve problems and deliver desired business outcomes.
Swiftly is on a mission to help cities move more efficiently. They are the leading transit data platform for agencies to share real-time passenger information, manage day-to-day operations, and improve service performance. Swiftly appears to have a fantastic team, an emphasis on professional growth and holistic wellness, and other perks.
Developing and executing a contact strategy to grow revenue across Digital Wealth, Platform, B2B and B2B2C channels
Building and maintaining strong relationships with digital partners, acting as a primary relationship manager
Understanding client needs and tailoring service levels to provide a high‑quality, value‑adding experience
Legal & General (L&G) is a leading UK financial services group and major global investor. They've been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of customers and creating value for shareholders.
Build a team of direct Sales Executives to drive rapid new business sales growth in the region.
Build and drive sales strategy for the region in conjunction with Sales Operations to effectively Go-To-Market including understanding the competitive landscape.
Engage and align effectively in C-level meetings in order to properly understand customer business requirements.
ServiceNow is a global market leader that brings innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Their intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
Delivering annual sales plans in partnership with Account Directors and Account Relationship Managers
Identifying trends and analysing partner performance to recommend meaningful improvements
Implementing agreed sales plans to support profitable business growth
Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.
Identify new opportunities within existing accounts.
Deliver solutions in a fast-paced SaaS environment.
TeamDynamix provides cloud-based service management and project management solutions. They empower organizations to improve IT service delivery and streamline project workflows.
Manage a portfolio of 40-60 accounts, prioritizing based on health and potential.
Upsell by navigating organizations to find new budget holders and building cases.
Lead Quarterly Business Reviews, translating technical data into business outcomes.
Unbounce, empowering digital marketers since 2010, offers a landing page builder with AI. In 2024, Insightly joined Unbounce, providing a CRM, marketing automation, and customer service tracking, in a unified platform; they are a results-focused, customer-obsessed team.