• Make 100+ outbound calls per day to prospective clients using a manual dialer. • Identify potential clients, qualify leads, and explain our financial products effectively. • Maintain accurate records of calls, leads, and client interactions in the CRM. • Follow up on inquiries and build long-term relationships with prospects. • Collaborate with internal teams to ensure seamless onboarding and service delivery. • Continuously learn about our products, the financial industry, and market trends

• Strategically target and close large-scale deals with new logos across a defined territory of Enterprise accounts. • Spearhead and own the entire complex sales process—from developing executive-level relationships and building compelling business cases to negotiating and closing significant contracts. • Navigate and influence sophisticated buying centers, engaging with C-level and SVP stakeholders to articulate a vision for AI-driven transformation. • Act as the expert and executive sponsor for your accounts, coordinating internal resources (Product, Engineering, Legal) to ensure customer success and deal momentum. • Develop and execute a robust, proactive territory plan focused on exceeding challenging annual and quarterly revenue targets. • Contribute significantly to scaling the GTM function by mentoring junior team members, refining our enterprise sales playbooks, and providing critical market feedback to Product and Marketing.

• Seek out new opportunities and expands and enhances existing opportunities to build and manage the pipeline in specialty area. • Maintains knowledge of competitors in account to strategically position the company's products and services better. • Develop pursuit plans and manage the pipeline to ensure alignment with account managers. • Establish a professional, working, and consultative, relationship with the client. • Contributes to proposal development, negotiations and deal closings.

• Run client phone calls, qualifying inbound leads and conducting sales presentations • Consistently meet and exceed sales quotas and KPIs • Own the top of the funnel stage from initial contact to qualification and follow-up • Engage with new and existing clients, maintaining a high conversion rate • Collaborate with internal teams to tailor client solutions • Leverage AI, CRM, dashboards, and automation tools for pipeline management and performance tracking • Take part in team meetings, training sessions, and ongoing skill development • 60% written communication and client coordination; 40% phone communication