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Own enterprise relationships for complex, regulated financial clients: monitor account health, lead renewals and expansions, run executive business reviews, manage escalations and delivery, and drive retention and growth for a portfolio of banks, asset managers, hedge funds, and energy firms.

Owns end-to-end commercial and delivery relationship for strategic, highly regulated financial accounts. Responsible for renewals, churn forecasting and mitigation, expansion identification and negotiation, executive business reviews, account health monitoring, escalation management, and cross-functional liaison with Product, Engineering, and Support to ensure delivery and client satisfaction.

Owns end-to-end commercial and delivery relationship for complex regulated financial institutions: monitor account health, lead renewals and expansions, forecast and mitigate churn, run executive business reviews, manage escalations, and ensure delivery outcomes and client satisfaction.

Own end-to-end commercial and delivery outcomes for a portfolio of highly regulated financial institutions. Monitor account health, lead renewals and churn forecasting, drive expansions, manage escalations and delivery follow-through, and run executive business reviews focused on compliance posture and control maturity. Operate autonomously across Product, Engineering, Support, and executive stakeholders to retain and grow strategic accounts.

Owns end-to-end commercial and delivery relationship for complex regulated financial institutions: monitors account health, leads renewals and negotiations, forecasts churn, drives expansion, manages escalations, and runs executive business reviews focused on compliance posture and control maturity.

Drive new enterprise revenue within named financial-services accounts by owning full sales lifecycle for $200K+ deals with ~9-month cycles. Generate outbound pipeline, qualify opportunities, articulate platform business value to executives, lead commercial negotiation and contract close, maintain HubSpot pipeline hygiene, and retain commercial ownership post-signature to partner with Customer Success for expansion and renewals.

Drive new enterprise business within assigned financial services verticals. Own full sales lifecycle—from AE-led outbound prospecting and pipeline creation through value-based selling, negotiation, and contract execution on $200K+ deals with extended cycles. Maintain HubSpot CRM hygiene, forecast accurately, and retain commercial ownership post-signature to partner with Customer Success on expansion and renewals.

Own full-cycle enterprise sales for regulated financial services accounts: outbound prospecting, qualification, value-based selling, negotiation, contract execution, and post-signature expansion. Manage complex nine-month deals ($200K+), maintain pipeline and forecasting in HubSpot, and partner with Customer Success to drive renewals and growth.

Own full commercial lifecycle for enterprise accounts in regulated finance verticals: prospecting, qualification, value-based selling, negotiation, contract execution, and post-signature expansion. Manage complex, long-cycle deals ($200K+), maintain pipeline and forecasting in HubSpot, and partner with SDR, Marketing, and Customer Success to drive renewals and growth.

Lead strategy, planning, execution and optimization of global third-party and company-owned events to drive pipeline, revenue and brand authority. Own event portfolio, roadmaps, budgets and vendor contracts; design scalable playbooks for executive roundtables and flagship gatherings. Align cross-functionally with Sales, Product Marketing, Customer Success and Finance, set success metrics (meetings, MQLs, SQLs, pipeline influence), and analyze performance to continuously improve ROI. Manage end-to-end event operations and global travel as required.