Luma Financial Technologies
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Fintech • Software • Financial Services
Lead sales efforts for an annuity platform, expand market reach, build relationships with distributors, and collaborate with internal teams for client success.
Fintech • Software • Financial Services
Lead end-to-end onboarding and implementation for annuity and life insurance distributor clients. Manage project plans, coordinate Product/Engineering/Operations, conduct platform training, configure product and policy integrations, identify risks, and transition clients to ongoing success teams.
