You will own and grow a portfolio of existing customers by identifying upsell and cross-sell opportunities while managing the full customer lifecycle. Additionally, you will generate new business through referrals and targeted outreach to expand the company's client base.
The Sales Manager will build and manage a pipeline of qualified opportunities while proactively sourcing and closing new business. They will also deliver product demos, maintain accurate CRM data, and develop long-term relationships with financial decision-makers.
