• Prospect, manage, and close new business with large financial institutions (e.g., wealth management, broker-dealers, banks, insurance firms). • Drive discovery calls, demos, and collaborative solution design for prospective clients. • Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, and buying processes. • Develop, negotiate, and close high-value, multi-stakeholder SaaS deals. • Build relationships with executive, technical, and business stakeholders on the client side. • Collaborate cross-functionally with product, customer success, and marketing to deliver value throughout the client lifecycle. • Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting. • Stay ahead of industry trends, client challenges, and the competitive landscape.