Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
Drive impactful sales strategies for cross-border payment solutions.
Engage with high-profile clients, including Fortune 500 companies and global banks.
Shape partnerships that foster growth and innovation in financial services.
Jobgether is a company that helps candidates get hired through AI-powered matching. They connect job seekers with companies and aim to streamline the hiring process, ensuring applications are reviewed fairly and efficiently.
Call high-net-worth leads to qualify and schedule face-to-face appointments.
Meet with prospective clients to gather new clients and assets for the firm.
Focus on acquisition and direct consultative selling to close business.
Fisher Investments is a global investment management firm. They distinguish themselves by putting clients first, providing unmatched service, and taking a personalised approach to investing.
Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business
Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people.
Present, promote, and sell products and services to prospects and existing customers.
Develop positive business and customer relationships to ensure future sales.
Analyze the market’s potential and supply management with reports on customer needs.
SS&C is a leading financial services and healthcare technology company. With over 27,000 employees across 35 countries, they provide expertise, scale, and technology to 20,000+ financial services and healthcare organizations.
Call high-net-worth leads, qualifying and scheduling face-to-face appointments.
Meet with prospective clients with the goal of gathering new clients and assets for our firm.
Focus totally on acquisition and sell to high net worth individuals.
Fisher Investments Luxembourg distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. They align with clients' priorities by using a simple and transparent fee structure and recognised European custodians.
Drive new business growth within a greenfield territory.
Develop tailored account plans for your assigned accounts.
Effectively communicate Gong's value proposition to potential customers.
Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system. They have over 5,000 companies using their services and have a transparent, ambitious, and passionate culture.
Advise high-net-worth and institutional clients with tailored investment strategies.
Build and maintain long-term client relationships through proactive communication.
Develop and execute business development strategies to identify and convert new opportunities.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Develop and implement named Account or Territory plans, maximizing expansion opportunities and ensuring customer success.
Develop and execute strategic sales plans to achieve company sales goals and targets.
Identify and qualify leads, build relationships with key decision makers, and deliver sales presentations.
Atlassian's software products help teams all over the planet. They have over 300,000 customers worldwide, including organizations like NASA, IBM, Hubspot, and Samsung. They value ‘play as a team' and support each other by celebrating wins and sharing knowledge.
Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Develop and own executive-level relationships at target accounts.
Develop a pipeline of sales opportunities across IonQ’s full stack.
Own all phases of the sales lifecycle—from relationship development to deal closure.
IonQ is developing the world's most powerful full-stack quantum computer based on trapped-ion technology. They are pushing past the limits of classical physics and current supercomputing technology to unlock a new era of computing.
Consult with clients on business issues and marketing program design.
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.
Refine and execute a strategic plan to drive default services sales across Title services, property preservation, and renovation field services.
Establish strong client relationships with top‑tier enterprise customers across the nation, including servicers, originators, investors and banks.
Conduct extensive prospecting, outreach, and relationship‑building activities to develop and maintain a robust sales pipeline in Salesforce.
Altisource is a leading provider of field services and default services with a well-established, best-in-class operations infrastructure and SLAs. We are expanding our customer base across large, mid, and small servicers and lenders and has a inclusive culture that celebrates the diverse voices of our employees.
Develop industry and location-based accounts and set up quality appointments for the Account Executives
Manage account lists of contacts and strategize emails, calls, and social outreach (prospecting)
Manage sales pipeline through vetting, qualification, and prioritization
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries and are committed to creating an environment where everyone feels they belong and can excel.
Identify and prospect potential clients through various channels.
Conduct thorough needs assessments to understand clients' marketing objectives.
Present tailored solutions to clients that align with their business goals.
Forbes Advisor aims to help readers turn their aspirations into reality. They provide trusted advice and guidance to help people make informed decisions. The team includes experts across Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales.
Responsible for achieving annual sales quota and personally negotiating Enterprise-wide agreements.
Coordinate and lead all sales activities to achieve business goals.
Develop and maintain high-level relations with ‘C ’levels
NICE Actimize provides financial crime, risk, and compliance solutions for financial institutions and government regulators. NICE has over 8,500 employees across 30+ countries and is recognized as the market leader in its domains.
Participate in our most important growth initiatives.
Be a software product visionary.
Lead our people.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. They cultivate a collaborative and supportive environment, fostering innovation and are certified as a Great Place to Work for 2025.