Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers.
Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers.
Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions.
Deliver tailored virtual demonstrations to prospects based on their specific needs and priorities.
Generate new business opportunities including prospecting, qualifying, solution selling, negotiating and closing.
Develop relationships with new people through phone, email, professional networking and social media.
Xplor provides cloud-based technology solutions that enable small and medium-sized businesses to manage and grow. They aim to help people make the most of each day by giving business owners the tools they need, and Xplor Pay helps businesses get paid quickly and securely. When you become part of their team, you also become part of the personal connection that strengthens relationships with Xplor products.
Drive expansion opportunities within existing accounts.
Collaborate closely with Client Success Managers to align on objectives.
Establish trusted advisor status with key customer stakeholders.
CCT helps more than 300 casinos worldwide to streamline workflows, simplify compliance, and improve profitability. They are a team of 120 (and growing!) headquartered in Tulsa, OK, with remote and WFH locations across North America with a customer oriented culture.
Own and manage the full sales cycle from discovery to close for large companies.
Develop relationships with executives and associated decision-makers.
Collaborate with teams to drive product strategy and ensure long-term customer success.
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.
Manage relationships with financial institutions and fintech clients across the Americas.
Maximize adoption, retention, and client growth through Entersekt’s solutions.
Drive renewals, upsells, and expansion, collaborating with the Commercial team.
Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication and app security. They have a diverse product portfolio expanding globally with emphasis on North America and European markets.
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 implementations for new institutional clients and tailor configurations to complex diligence use cases.
Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
Become a subject-matter expert on platform capabilities, including workflow automation.
Jobgether uses an AI-powered matching process to ensure applications are 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.
Own and manage the full expansion sales cycle, from prospecting within our existing client base to closing new opportunities and driving repeat purchases.
Actively prospect into assigned accounts, identifying decision-makers and engaging them in strategic discussions to introduce additional solutions
Drive outbound outreach to engage existing customers in expansion conversations, setting discovery meetings and leading consultative sales discussions
Bloomerang champions the power and potential of nonprofits, igniting next-level impact with their team and technology built for purpose. They enable tens of thousands of nonprofits to raise more, recruit more, and retain more, fueling maximum impact and raising the bar on what’s possible for the nonprofit sector.
Own and manage a defined Financial Services sub-vertical, acting as the anchor Account Executive for that segment
Drive the full sales cycle for opportunities within the assigned vertical, from initial discovery through close
Conduct discovery calls to understand prospect workflows, pain points, and buying criteria
CENTRL is a Silicon Valley technology AI company specializing in Automating Diligence & DDQ/RFP Response for Investment Managers, Banks, Service Providers, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term, consultative relationships with clients to ensure revenue retention and secure renewals.
Lead go-to-market strategies across existing business to accelerate growth.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Conduct discovery calls to understand prospect pain points, financial goals, and readiness to adopt Hello Frank’s platform.
Deliver product demonstrations and presentations that clearly communicate value and outcomes.
Negotiate contracts and close deals that align with both customer needs and company objectives.
Hello Frank is an AI-powered financial wellness platform designed to help Canadians build financial confidence. We combine data, intuitive tools, and personalized insights so users can understand their money, make smarter decisions, and feel more secure about their financial future.
Build and manage a sales pipeline to meet or exceed software and services sales quotas.
Develop new business opportunities within existing customers.
Expand Smartsheet brand awareness at the c-suite, operational and team level.
Smartsheet provides work management and automation solutions to help teams achieve more. They strive to create a space where employees can think big, take action, and unlock meaningful work. They have over 20 years in the industry.
Prospect & Qualify: Identify and engage potential customers through outbound efforts, inbound leads, and networking.
Sales Execution: Manage the full sales cycle, from discovery and product demos to contract negotiation and closing.
Consultative Selling: Understand customer pain points and position our SaaS solution as the ideal fit.
CerQlar is a fast-growing SaaS scale-up within ACT Group. They are transforming business operations with innovative solutions for eliminating challenges that renewable energy companies & traders face when managing their green certificate portfolios.
Own the full sales cycle, from prospecting to deal closures.
Build and manage a strong sales pipeline using CRM tools.
Develop and maintain long-term relationships with clients.
They connect job seekers with companies using an AI-powered matching process. This ensures applications are reviewed quickly and fairly against the role's core requirements, and the shortlist is shared with the hiring company.
Build knowledge of our evolving software and the real estate private equity industry.
Advance use of Juniper Square software to support our fund administration and investor services clients.
Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency and transparency. They are a values-driven organization with employees collaborating across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.
Lead and manage a team of Sr Enterprise Account Executives, providing guidance, support, and mentorship
Develop and execute sales strategies to drive new business acquisition and expand existing customer relationships within the Financial Services industry.
Drive team performance and productivity, ensuring sales targets and objectives are met and exceeded
Neo4j is the leader in Graph Database & Analytics, helping organizations uncover hidden patterns and relationships across billions of data connections deeply, easily, and quickly. Over 84% of Fortune 100 companies use Neo4j, along with a vibrant community of 250,000+ developers, data scientists, and architects across the globe. They foster collaboration and each of us is empowered to contribute and put their innovative stamp on projects.
Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.
Own end-to-end sales cycle from prospecting to closure for QAD’s ERP software solutions.
Target and pursue net new customers and new leads within existing active customers to expand market share.
Maintain pipeline health, forecasting accuracy, and deal hygiene in CRM.
QAD is building a world-class SaaS company, providing enterprise software solutions globally. They are a virtual-first company with a collaborative culture focused on growth, innovation, and well-being, with a diverse and inclusive environment.
Build and manage a pipeline of 3-4x quota focused entirely on net-new FSI accounts.
Conduct deep account research and territory mapping to target high-potential accounts.
Lead complex sales cycles from first contact through to contract execution.
Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They foster a culture of teaching and continuous improvement.