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Artificial Intelligence • Fintech • Software • Financial Services
Provide sales operations and client-facing support: maintain Salesforce and client databases, manage calendars and meeting logistics, prepare proposals and sales materials, nurture leads via phone/email/CRM, generate sales reports and forecasts, and collaborate cross-functionally to improve processes and tools.
Artificial Intelligence • Fintech • Software • Financial Services
Lead and scale the post-sale Client Success organization by building operational processes, metrics, and playbooks; serve as technical escalation for complex tax-incentive accounts; manage and develop a team of Client Success Associates; own reporting, onboarding, and client risk remediation; collaborate with sales, product, and leadership to improve retention and execution.
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.
