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Artificial Intelligence • Fintech • Software • Financial Services
Lead client onboarding and act as primary client contact to drive adoption and satisfaction. Provide product walkthroughs, training, and technical discovery. Coordinate cross-functionally to resolve issues, maintain project data and milestones, and proactively advise clients on industry developments and optimization opportunities.
Artificial Intelligence • Fintech • Software • Financial Services
Identify and qualify business prospects through creative outreach (phone, email, LinkedIn). Collaborate with directors to target high-priority accounts, build relationships with owners and executives, track outreach in CRM, and represent the company professionally to drive new client engagements and meet sales targets.
Artificial Intelligence • Fintech • Software • Financial Services
Drive full-cycle B2B sales for R&D tax credit and related services: build and qualify pipeline, engage C-suite and tax professionals, manage discovery-to-close, maintain CRM data, collaborate with leadership, and represent the company to win and retain clients.












