Leads strategic relationship management for enterprise financial-services clients, serving as a trusted advisor, developing account plans, driving revenue growth and retention, and managing quarterly business reviews. Oversees client risk, compliance, financial performance, and complex issue resolution while partnering with internal teams. Leads and mentors relationship management staff, improves operational efficiency, and expands the total book of business. The role requires a financial-services background, securities licenses, executive communication skills, and up to 35% travel.

The Sales Manager will coordinate sales activities, support strategic goals, engage with clients, conduct market research, and facilitate communication across teams to achieve sales targets.

The Sales Director will lead sales efforts for cloud-based fintech solutions, develop strategy, secure business opportunities, and maintain client relationships.