Teams at Waystone

Supports North American sales leadership through market and opportunity analysis, CRM data maintenance, trend and cohort analysis, sales planning, campaign analytics, reporting, and process improvement. Uses Salesforce, revenue data, market data, Excel, Power BI, and HubSpot to generate commercial insights, improve data integrity, track performance, and support revenue growth initiatives. Partners with senior stakeholders across Sales, Product, and Finance in a financial services environment.

Manage a portfolio of financial services clients, strengthen relationships, identify and qualify cross-sell and upsell opportunities, lead proposals and negotiations, and drive opportunities through close. Develop account plans, collaborate with commercial and sales operations teams, monitor industry and regulatory trends, and report on pipeline activity, revenue contributions, and client feedback.