Lead discovery workshops and technical demos that connect FSO and CRM solutions to real financial services challenges across the full customer journey.
Partner with sales to build pipeline, shape account strategy, and drive deals forward with domain credibility and technical depth.
Guide strategic programs in top accounts — roadmap alignment, customer journey sessions, and outcome-based value conversations with business and IT stakeholders.
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.
Engage effectively with bank and fintech leadership and key decision makers
Develop inbound and outbound sales strategies to create and progress opportunities
Own the full sales cycle from lead to close for bank partners
Treasury Prime is building the future of finance through its leading Banking as a Service (BaaS) platform, which connects banks and fintechs through a powerful API. Treasury Prime facilitates seamless connections between banks and enterprise partners and is backed by Deciens Capital, Nyca Partners, QED Investors, SaaStr Fund, Susa Ventures, and Y Combinator.
Review, qualify, and follow up on daily inbound leads
Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key strategic accounts
Close deals with these prospects and, in so doing, grow our company and accelerate your personal growth and income!
Affinity's Relationship Intelligence platform empowers dealmakers to find, manage, and close more deals. With over 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M. They have received Inc. and Fortune Best Workplaces awards and are Great Places to Work certified for the last 5 years.
Handle in-bound inquiries and place out-bound follow-up calls to educators seeking life insurance solutions.
Develop trust-based relationships, educating clients on owning life insurance products.
Meet or exceed sales targets and activity metrics through consultative, needs-based selling.
Horace Mann helps educators protect what they have today and prepare for a successful tomorrow. They serve more than 4,100 school districts nationwide, are publicly traded on the New York Stock Exchange (symbol: HMN) and have more than $12 billion in assets.
You grasp concepts quickly and know how to make the complex easy to understand.
You collaborate naturally with members across different teams balancing priorities.
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and corporate headquarters in Dublin, Ireland.
Gather market intelligence and contribute to the development of new products and solutions.
Prospect new business through systematic outreach, including calling and emailing prospective clients.
Manage a pipeline of new business opportunities from initial engagement through close.
NielsenIQ is a leading global market research firm that delivers data‑driven strategic analytics and insights. They leverage a combination of first‑party and third‑party data assets, and their team operates in 100+ markets and covers more than 90% of the world’s population.
Generate new business by identifying prospects through outreach and initiating effective contact.
Partner with enterprise organizations to assist with the planning and implementation of their digital transformation strategies.
Develop a deep understanding of HERE’s product and technology to communicate value proposition to senior stakeholders.
HERE provides a browser purpose-built for work, combining enterprise-grade security, seamless productivity, and native AI integration in one secure, intelligent workspace. Our technology is trusted by 90% of global banks and also used within the U.S. Intelligence Community and other sectors and we foster a friendly, collaborative, and supportive culture.
Train agents on Product benefits and differences to meet client objectives
Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales.
Proactive, self-directed contact to financial advisors on illustration requests, and follow up to assist in answering questions and any adjustments needed.
Saybrus Partners helps expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients with life insurance and annuity solutions. They have over 100 locally-based experts and an internal staff of 50 insurance professionals, providing assisted sales consultation and traditional wholesaling support.
Leads a defined sales territory effort to meet the Strategic sales goals.
Develops new sales strategies and teaches the sales team to implement them.
Manages the Strategic sales team to specific performance targets, exceeding quotas and delivering appropriate quantities of new deals.
NICE Ltd. (NASDAQ: NICE) software products are used by 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime and ensure public safety. Known as an innovation powerhouse that excels in AI, cloud and digital and with over 8,500 employees across 30+ countries, NICE is consistently recognized as the market leader in its domains.