Own and grow enterprise wealth-management accounts through new-logo acquisition, expansion, and renewals. Lead complex consultative sales involving executives, advisors, technology, compliance, security, and vendor-risk stakeholders. Build account plans, develop ROI-based business cases, negotiate enterprise agreements, manage long sales cycles, maintain Salesforce pipeline accuracy, support renewal strategy, and provide market feedback to product and go-to-market teams.

Generate qualified sales pipeline through targeted, multichannel outbound prospecting. Research accounts, create personalized messaging and account plans, manage Salesforce data, partner with Marketing on ABM campaigns, and use AI tools, agents, and automation to improve prospecting efficiency. Track pipeline and performance while helping build scalable GTM processes in a startup environment.

Own the integrations product surface end to end, including roadmap sequencing, technical requirements, specifications, acceptance criteria, partner negotiations, and integration success metrics. Translate customer workflows into buildable technical solutions, identify edge cases, validate assumptions through customer and sandbox research, manage scope decisions, and develop reusable integration platform patterns. Collaborate closely with engineering, executives, GTM, support, and external partners while improving product discovery and requirements quality.