You will build and manage AI agents and automations to streamline go-to-market and customer operations. Additionally, you will own product communications, maintain usage dashboards, and support sales operations through CRM workflow automation.
Serve as the primary post-sale point of contact for banking clients to guide them through onboarding, adoption, and scaling of the AI platform. Collaborate with product and engineering teams to translate client feedback into product roadmap decisions and identify expansion opportunities.
Lead the technical aspects of the sales process by conducting discovery sessions and delivering tailored product demonstrations. Partner with Account Executives and internal product teams to secure technical wins and ensure seamless handoffs to post-sales delivery.