Mako Financial Technologies

• Customer onboarding: Working closely with the Manager, Solutions Engineering, you’ll transform new clients into satisfied users of our product • Onboard new clients by writing JSON templates to encode form logic, and adjusting PDF forms to match JSON templates • Provide technical support for enterprise customers you’ve onboarded • Contribute to Mako’s success with documentation, recommendations on process improvements, and recommendations on new product features.

• Oversee the entire sales cycle - from prospecting and demonstrating the product to negotiating terms and sealing the deal • Collaborate with our Lead Generation team to receive curated list of wealth firms earmarked as potential prospects • Identify other prospective firms • Use traditional outreach methods (calls/emails) and creative approaches (social media) to secure meetings • Deliver tailored product demos mapping capabilities to customer challenges • Work with Sales Engineer to draft detailed proposals • Handle objections and negotiate terms to drive deals to completion • Collaborate with internal stakeholders to support client requirements • Consistently hit or exceed quota • Attend industry and networking events to increase Mako’s visibility in the marketplace • Accurately forecast pipeline and maintain CRM hygiene