• Dar seguimiento a leads de cloud generados por el equipo comercial • Realizar discovery inicial para entender necesidades técnicas y de negocio • Construir propuestas técnico-comerciales en coordinación con el equipo de tecnología • Presentar, negociar y cerrar soluciones de cloud y servicios asociados • Dar seguimiento puntual a propuestas hasta su cierre • Gestionar pipeline y forecast en CRM • Identificar oportunidades de upselling y cross-selling en clientes activos • Asegurar correcta transición a operación una vez cerrada la venta • Identificar oportunidades recurrentes dentro de la base actual de clientes

• Serve as the primary client services contact that works to coordinate with client contacts and our CX & Strategy team members, as well as between both those groups and other internal Zeta Global service divisions (creative, technology, operations etc.) • Developing deep and enduring client partnerships with high client satisfaction ratings • Developing deep and enduring intra-team partnerships with high teammate satisfaction ratings • Monitoring and maintaining high quality services, technology, and strategic plans • Responsible for monthly billing duties and revenue allocation reporting • Presenting to both internal resources, teammates, and client on a variety of initiatives and informational categories • Leading all weekly and recurring scheduled client facing status calls and preparation for the same • Coordination of team-wide meetings both in person and via phone • Strong focus on Strategic initiatives, both optimizing existing ones and launching/developing new ones in conjunction with the CX and Strategy SME team members • Maximizing existing and generating new revenue streams from client budgets in conjunction with the Vice President of Client Services for the team

• Find innovative ways to complete sales while responding to varying questions, issues, and concerns. • Handle and carefully respond to all inbound and outbound customer inquiries • Complete sales with customers while generating quotes, costs and overall coverage • Provide excellent customer service through all interactions while active listening • Work with confidential customer information and treat it sensitively • Appropriately communicate with customers, exercising retention efforts if needed

• Prospect for and generate net new business opportunities and develop relationships through deal execution • Sell directly into financial institutions' stakeholders, including c-level executives and other key stakeholders • Identify c-suite stakeholders and cultivate strong relationships • Qualify leads to strike a balance between revenue potential and execution effort • Manage complex sales cycles • Become an expert on the Amount product offering and more broadly digital transformation within financial services • Partner closely with Revenue Operations, Product, Engineering, Legal and other internal stakeholders to create a seamless experience for clients • Use Salesforce for tracking customer details including contacts, next steps, and forecasting along with purchase timespans • Represent Amount at trade shows and / or conferences