Teams at Zenwork, Inc

Own the full new-logo sales cycle for tax data and transcript solutions, from territory planning and outbound prospecting through closing and implementation handoff. Sell SaaS, API, data, and workflow solutions to banks, lenders, fintechs, and regulated financial-services organizations. Build self-generated pipeline, manage complex multi-stakeholder opportunities, quantify ROI, navigate security and procurement reviews, maintain Salesforce forecasts, and achieve net-new bookings or ARR quota.

Build and manage channel, reseller, and strategic alliance partner relationships to drive revenue growth. Serve as the primary partner contact, negotiate agreements, provide product training and sales enablement, coordinate co-branded campaigns, generate referrals, and achieve sales targets. Identify cross-sell and upsell opportunities, collaborate with internal teams, track partner KPIs, and deliver pipeline forecasts and performance reports.

Leads an on-site call center customer success operation, managing supervisors and team leads while coaching employees and driving accountability. Oversees service levels, customer satisfaction, quality, productivity, staffing, and workforce planning. Uses performance data, AI-enabled tools, reporting systems, and process improvements to enhance efficiency and customer experience. Partners with HR and cross-functional leaders on recruiting, training, retention, technology adoption, compliance, organizational growth, and change management. Handles escalated customer issues and presents operational insights to senior leadership.