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.

The Sales Development Representative generates new business by identifying and nurturing leads, conducting outreach, qualifying prospects, and managing the sales pipeline. They collaborate with marketing and sales teams while staying informed on industry trends.