Zeta

• Own prospect identification, segmentation, prioritization, and outreach across named accounts based on segment attractiveness, buying intent, relationship access, fit with Zeta’s capabilities, and likelihood of conversion • Open doors and establish trusted access to decision makers, sponsors, and influencers across banks, regulated financial institutions, program managers, fintechs, processors, networks, consultants, and other ecosystem participants • Build & nurture qualified pipeline that meets clear standards including named prospect, named buyer or sponsor, documented use case, estimated annual contract value, and next meeting or decision milestone scheduled • Drive the full deal journey for assigned opportunities spanning discovery, qualification, solution framing, pitching, pricing inputs, business case development, stakeholder mapping, procurement support, contracting support, and deal closure • Anchor pre-sales engagements in partnership with the sales engineering team to create & deliver demos, POCs, tabletop-exercises, solution workshops, discovery sessions, and other impactful formats that generate traction with clients • Support contracting, client onboarding, and early account activation to ensure a clean handoff from signed opportunity to delivery, implementation, and long-term account ownership • Participate in events and industry fora to acquire leads, drive visibility, and awareness of Zeta’s offerings & solutions • Maintain rigorous deal discipline through accurate CRM hygiene, weekly pipeline reviews, opportunity plans, stakeholder maps, next-step tracking, forecast updates and more • Contribute market intelligence, buyer feedback, competitor insights, pricing signals, and product input to help refine Zeta’s proposition, right to play, and right to win in this segment

• Own the P&L of this business for US mid-market banks, credit unions, and regulated fintechs offering retail banking products (deposits, loans, cards) • Own the entire prospect to client journey spanning: prospect identification, opening doors, pitching, pricing, closing deals, and managing existing client relationships and engagements • Own the GTM partner and channel relationships needed to drive success • Build and scale a highly capable business development, sales, and account management team • Collaborate with centralized marketing center-of-excellence teams to deliver the right positioning, messaging, and campaigns that drive traction • Oversee the forward deployment of solutions engineers and product engineers at client sites to accelerate implementation and ensure client satisfaction and outcomes • Manage day-to-day business operations for the business • Contribute to product strategy