Teams at Solutions Metrix

Develops account-based growth strategies for financial services organizations. Researches banks and credit unions, maps stakeholders, conducts personalized outreach, builds executive relationships, collaborates with technology partners, leads discovery conversations, and converts engaged accounts into qualified sales opportunities. Maintains account intelligence and creates pipeline through coordinated work with Sales, Marketing, Client Partnerships, leadership, consultants, and partners.

Build and execute account-based growth strategies for banks and credit unions. Research priority accounts, map stakeholders, conduct personalized outreach, collaborate with technology partners, lead discovery conversations, and convert engagement into qualified opportunities and pipeline for CRM, integration, data, and business transformation services. Maintain high-quality account intelligence while coordinating with Sales, Marketing, consultants, leadership, and partners.

Leads multiple financial services digital transformation engagements, owning scope, budgets, schedules, quality, client communication, delivery governance, and escalations. Builds project and release plans, manages Agile/Scrum delivery in Jira, tracks budgets and forecasts, coordinates go-live and post-launch support, and oversees invoicing and project closure. Coaches project managers and requires strong technical, presentation, bilingual communication, and client management skills.