Xceptor Benefits Overview

Implements Xceptor software solutions for financial-services clients from project inception through go-live. Responsibilities include gathering requirements, designing and configuring solutions, building and testing, release management, troubleshooting, demonstrations, and stakeholder communication. The role requires collaborating with business and technical teams, translating business needs into specifications, managing client relationships, and supporting deployment across on-premises, SaaS, and hybrid environments.

Manage and grow a portfolio of North American capital markets clients. Build senior stakeholder relationships, identify renewal, upsell, and cross-sell opportunities, develop account growth plans, lead account reviews, support negotiations, monitor retention and account health, and maintain pipeline data in CRM systems. Partner with Sales, Customer Success, and Product to improve client experience and expand enterprise SaaS adoption.

Own and grow strategic sell-side banking accounts across North America. Drive expansion revenue, manage the full enterprise sales cycle, build senior executive relationships, deliver presentations and workshops, and close complex B2B SaaS deals. The role requires deep capital markets expertise, strong account management, structured sales methodology experience, and a proven record selling enterprise software to investment banks and broker-dealers.