Senior Sales Executive driving new business acquisition in investment management. Build relationships with C-suite, coordinate sales cycles, and maintain active pipeline using Salesforce.

Lead end-to-end enterprise software implementations in the investment management space, ensuring alignment among cross-functional teams, managing risks, and fostering relationships with stakeholders.

The Strategic Customer Success Manager builds relationships with investment clients, drives product adoption, manages onboarding, and collaborates with teams to enhance customer experiences and outcomes.