Wall Street Prep Benefits Overview

Coordinates client training programs across EMEA, managing logistics, instructor travel, budgets, surveys, virtual platforms, client communications, presentations, rosters, and operational workflows. Supports onboarding, delivery, renewals, client retention, and expansion while partnering with account management, business development, finance, and program teams. The role also handles client-site program support, special projects, process documentation, and urgent operational issues.

Manage relationships with corporate clients from onboarding through renewal and expansion. Own account plans, retention strategies, renewals, business reviews, account health, forecasting, and upselling. Partner with business development, revenue leadership, instructors, and internal teams to deliver successful training programs. Serve as the client advocate while building relationships with senior stakeholders and identifying growth opportunities across financial institutions and Fortune 1000 companies.

Own the full sales cycle for individual financial education programs, including prospecting, outbound campaigns, qualification, pitching, follow-up, and closing. Manage self-pay and employer-reimbursed opportunities, develop personalized outreach, coordinate with enterprise sales, collaborate with marketing, track pipeline performance, and help build a scalable sales playbook for a new revenue channel.