Teams at april

Owns expansion revenue across existing enterprise partnerships through cross-sell, upsell, new use cases, and broader business-line adoption. The role manages opportunities from discovery through negotiation and close, builds relationships with senior stakeholders, maintains pipeline forecasts, and partners with Customer Success and internal teams on account growth strategies. Ideal candidates have extensive enterprise sales or account management experience, particularly with complex financial institutions, wealth management firms, or Wirehouses.

Own the full enterprise sales cycle for new wealth management clients, from executive outreach and discovery through technical evaluation, compliance, procurement, contract execution, and onboarding. Build relationships with wirehouses, private banks, RIAs, and wealth platforms; develop account strategies, ROI-based proposals, forecasts, and pipeline. The role requires an established wealth management network, strong executive presence, complex B2B SaaS sales expertise, and the ability to close large, multiyear contracts.

Supports compliance operations through regulatory reviews, monitoring, testing, investigations, control-gap remediation, audits, reporting, policy updates, and customer due diligence. Manages vendor compliance intake, questionnaires, policy version control, training coordination, and AI governance documentation. Partners with Legal and Security while monitoring developments in financial services, tax, privacy, and regulatory requirements.