Conduct outbound and inbound prospecting across target financial services and FinTech accounts. Research buying groups, personalize multichannel outreach, qualify business needs, and convert engagement into qualified meetings, pipeline, and revenue. Partner with Account Executives, Demand Generation, ABM, and Product Marketing to execute account strategies, maintain accurate CRM data, provide market feedback, and improve messaging and outreach based on engagement results.

Drive new SaaS business growth across North American financial services accounts. Responsibilities include territory planning, outbound prospecting, full-cycle sales, product demonstrations, consultative selling, negotiations, quota attainment, Salesforce pipeline management, forecasting, and collaboration with Sales Engineering, Marketing, and Customer Success teams. Build executive relationships, identify expansion opportunities, and help customers modernize secure digital agreement processes.