Drive new business and strategic account growth across the top 10 U.S. banks. Responsibilities include prospecting, opening doors through banking relationships, managing complex enterprise sales cycles, closing $100K+ deals, expanding existing accounts, developing account plans, and building executive-level relationships.

Manage approximately 30 enterprise SaaS customers through adoption, retention, renewals, and expansion. Serve as a trusted advisor, conduct QBRs and EBRs, monitor customer health, demonstrate ROI, and drive account growth. Troubleshoot technical issues using APIs, logs, integrations, and workflows while collaborating with Product, Support, Engineering, Data, and AI teams. Develop account strategies, prevent churn, and manage revenue retention and growth targets.

Business Development Representative responsible for inbound and outbound prospecting, high-volume cold calling, multichannel outreach, lead qualification, meeting booking, CRM maintenance, and handoffs to software sales specialists. The role carries a monthly meeting quota, supports AI-driven outreach follow-up, shares prospect feedback, and occasionally travels to conferences. Candidates should have 0–2 years of sales or customer-facing experience and be comfortable using HubSpot and JustCall.