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 Salesforce Administrator will manage, optimize, and evolve the Salesforce environment to support GTM and operational workflows. Responsibilities include configuring Salesforce features, building automations, ensuring data integrity, and partnering with stakeholders to deliver scalable solutions.
The Senior Manager will own and execute the full-funnel performance marketing strategy, including paid media, SEO, and conversion optimization. They will manage budgets, agency relationships, and testing programs to drive pipeline growth and marketing efficiency.
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 Account Executive will open, manage, and close B2B software deals within a high-velocity SMB sales motion. They are responsible for building a robust sales pipeline to consistently meet and exceed monthly ARR quotas.
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.
The Senior ABM Manager will develop and execute multi-channel 1:1 and 1:few marketing programs to penetrate high-value financial accounts. This role acts as a strategic partner to the Enterprise Sales team to accelerate pipeline velocity and acquire new logos.
