Flourish

• Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption • Interact with key clients to understand and resolve complex issues related to the platform • Partner with our relationship management team to develop a coverage strategy for existing client relationships • Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization • Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools • Collaborate on the development of product and functional strategy for Flourish • Willingness to travel for sales pitches and conferences (<50% travel) • Stay current on general trends in the financial industry, and specifically within wealth management • Maintain excellent communication with internal Flourish stakeholders • Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions