Generate qualified sales pipeline through multi-channel outbound outreach and strategic account planning. Leverage AI agents and automation tools to optimize prospecting efficiency and improve GTM messaging.
The Director of Sales will lead mid-market and HNW/family office sales teams while personally engaging in high-stakes client negotiations and competitive deals. They are responsible for implementing sales methodologies, managing pipeline generation, and driving forecast accuracy to meet revenue targets.
Own the end-to-end integrations roadmap, including technical specifications, partner relationships, and ensuring seamless customer workflows. Translate complex business requirements into precise technical documentation for engineering teams to build against.
The Customer Success Manager will serve as the primary point of contact to guide clients through onboarding, product adoption, and long-term success. They are responsible for managing account plans, driving renewals, and collaborating with internal teams to improve the overall customer experience.
