You will build the customer marketing function from the ground up, creating advocacy programs, case studies, and reference systems to support sales and marketing. You will also partner with Customer Success to drive adoption, expansion, and lifecycle engagement strategies.
The Sales Development Representative will build an outbound sales pipeline by cold calling and emailing prospective financial advisor customers. They are responsible for meeting a monthly quota and managing a high-velocity SMB sales motion using AI-enabled tools.
You will build and maintain reliable ELT pipelines and dbt models within a Snowflake environment to ensure data trustworthiness. Additionally, you will design data infrastructure, implement monitoring, and evolve governance standards to support company-wide analytics and AI/ML initiatives.
The QA Analyst will be responsible for testing software changes, reporting bugs, and creating comprehensive test artifacts. They will collaborate closely with product and engineering teams to ensure high-quality product releases.
The role involves acquiring and growing relationships with large financial institutions through the full sales cycle from prospecting to closing. You will collaborate cross-functionally with product and customer success teams to deliver tailored AI solutions that drive business outcomes.
Develop and ship high-quality, well-architected code for an AI assistant targeting financial advisors. Collaborate with a small, efficient team to build smarter workflows and enterprise-grade security features.
