Drive new client acquisition and account growth within financial services. Prospect, run consultative discovery and demos, negotiate deals, and build pipelines. Own relationships for newly acquired clients, ensure retention and expansion, and develop strategic account plans meeting compliance and multi-stakeholder buying processes. Collaborate with product, success, and fulfillment teams to deliver seamless, technology-enabled gifting and merchandise programs that meet revenue targets.

Sell and grow branded gifting and merchandise programs within law firms: identify and close new clients, own relationships for retention and expansion, run consultative discovery and demos, collaborate cross-functionally to deliver branded solutions, and inform product/marketing with market insights.