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.
Own a portfolio of pharmaceutical accounts with responsibility for retention, expansion, and overall account health.
Develop and execute annual account growth plans aligned to client brand and portfolio strategies.
Manage and mentor a team of Client Services Managers and Coordinators, fostering a high-performance, solutions-oriented team culture.
Impiricus is an AI-powered HCP Engagement Engine that helps life sciences companies support physicians. They ethically connect HCPs to pharma resources and reduce go-to-market costs. They were named the #1 fastest growing company in North America in 2025 by Deloitte.
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.
Serve as a trusted advisor to key accounts, customer stakeholders, and executive sponsors
Support new client onboarding and growth initiatives in collaboration with Sales
Generate timely, accurate quotes and ensure smooth order placement and processing
Myriad360 provides IT solutions. They are consistently listed among Inc & Crain's "Best Places to Work" and they're proud of their accessible & engaged executive team.
Manage portfolio ensuring client’s financial condition, management’s performance and industry trends are up to corporate standards.
Responsible for ensuring all advances and loans comply with loan policy and approved structure.
Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives strengthen them and position them for success.
Develop revenue-generating strategic partnerships to help grow Kargo.
Identify and incubate areas of potential development and growth.
Close large strategic deals that have a major impact on the company.
Kargo aims to connect the physical world of freight with the digital ecosystem. They are building a smart infrastructure to enable safer and more efficient logistics, focused on customer solutions.
Sell software, solutions, and services to current and prospective customers.
Prospect within assigned accounts to uncover business needs and qualify opportunities.
Implement territory and account management strategies to identify high-potential accounts.
They are a leader in data and AI, inspiring customers worldwide to transform data into intelligence through their software and services. SAS is recognized for its inclusive culture and innovative technologies.
Drive Enterprise Transformation, lead sales cycles into regulated industries.
Own the Full Sales Cycle, build pipeline and win strategic accounts.
Translate complex AI capabilities into compelling business outcomes.
Unframe is redefining how enterprises adopt and operationalize AI, helping organizations deploy secure, scalable AI solutions that drive measurable business outcomes. Backed by a $50M Series A, they're led by a multi-time founder and building the future of AI infrastructure fast.
Establish an understanding of products and processes and how agents/brokers interact with them.
Maintain knowledge of insurance industry markets, products, and legal environments.
Work in tandem with Sales Executives to service agents/brokers and encourage renewals.
CRC Benefits is an industry-leading provider of benefits services. Their culture focuses on inclusion, trust, collaboration, and innovation, earning them a Top Workplaces USA award three years running based on employee feedback.
Build and develop joint business plans with each assigned partner.
Expand sales and revenue opportunities for Mitel by increasing demand generation.
Enhance partners’ effectiveness within the Mitel Global Channel Partner Program.
Mitel is a global market leader in business communications, powering more than two billion business connections with our cloud, enterprise and next-gen collaboration applications. With more than 70 million users in nearly 100 countries, Mitel is exclusively focused on helping customers take their communications from where they are today to where they expect them to be.