Supports client disclosure document production through the Quinn platform, including onboarding Microsoft Word files, cleanup, style tagging, proof review, formatting troubleshooting, document maintenance, client support, UAT, process documentation, and continuous improvement. Collaborates with Customer Success, Production Design, Proxy, and other internal teams while maintaining document accuracy, compliance, and quality.

Support the sales organization by delivering technical pre-sales support for Toppan Merrill SaaS solutions. Lead technical demos, customize presentations, respond to RFPs, gather client requirements, act as product SME, collaborate with Product/Engineering, Pricing/Finance, and Marketing, and mentor junior staff. Drive technical solutioning and manage complex client engagements through the sales cycle.

Lead strategic, consultative enterprise sales within financial services: develop account/territory strategies, originate and close multi-year solution deals, navigate complex buying groups, articulate ROI, run executive workshops, and coordinate cross-functional teams to modernize regulatory communications and deliver measurable business value.