Own expansion and renewal revenue across existing credit union and community bank accounts. Manage commercial relationships, identify new use cases and channels, lead renewals, build proposals from performance data, and partner with Client Success and Deployment. Develop executive relationships, generate references and case studies, communicate customer needs to product and sales, and achieve expansion and renewal quotas.

Deploy and optimize AI voice agents for financial-services clients by configuring prompts, call flows, transfers, guardrails, and SMS fallbacks. Build small scripts and automations to address client-specific needs, collaborate with engineering on production issues, improve deployment processes, and translate client feedback into product improvements. The role combines technical implementation, client relationship management, troubleshooting, and identifying opportunities to expand client use cases.

Own the full sales cycle from outbound prospecting through contract signature, selling AI communication solutions to credit unions and community banks. Responsibilities include pipeline generation, discovery, demos, business cases, security and vendor reviews, negotiations, and quota attainment. The role involves complex, multi-stakeholder sales cycles, conference attendance, executive-level selling, and collaboration with product, engineering, and client success teams to refine messaging and build a repeatable sales motion.