Teams at Upstate Coin & Gold

Leads business development and new client acquisition while managing, coaching, and recruiting a sales team. Builds prospect pipelines, conducts outbound outreach, manages CRM data and compliance documentation, coordinates account handoffs, and leads product demonstrations. Develops sales training programs, playbooks, SOPs, onboarding, coaching sessions, and sales kickoff meetings to improve performance and achieve growth targets.

Generates and qualifies leads through high-volume cold calling, manages CRM and ERP records, supports compliance screening and client onboarding, and hands qualified accounts to Account Managers. Maintains pipeline accuracy, conducts sales enablement meetings and product demonstrations, executes trading activities, backs up traders, and handles client support cases. Requires strong communication, resilience, attention to detail, and 1–3 years of outbound sales or business development experience.

Leads the company’s multidisciplinary technology organization and complete technology environment, including software development, cloud infrastructure, data, AI, enterprise applications, cybersecurity, IT, and integrations. Partners with the CEO on strategy, prioritizes investments, delivers reliable and scalable systems, manages budgets and execution, develops technical talent, and drives technology adoption, operational resilience, and business growth.