Advisor360 Offices

Owns broad HR generalist responsibilities across onboarding, HR operations, employee support, HRIS administration, immigration case management, compliance, employee relations, engagement, and process development. Partners with managers and HR teams to improve the employee experience, maintain accurate records, support multi-state employment requirements, and build scalable HR practices.

Full-cycle quota-carrying sales role selling Advisor360°'s platform to mid-market wealth management firms. Manage discovery, demos with Sales Engineering, proposals, negotiations, and closes. Build relationships with RIAs and broker-dealers, maintain pipeline and forecasts, collaborate with Marketing, and maintain CRM and sales engagement data while meeting revenue targets.

Lead and grow complex enterprise client relationships for a fintech SaaS platform. Own client satisfaction, retention, delivery confidence, commercial outcomes, executive alignment, and expansion. Build C-suite relationships, establish governance, quantify business outcomes, create joint success plans, and orchestrate internal teams across Product, Engineering, and Services. Manage renewals, pricing, contracts, and escalate/remediate incidents while driving measurable advisor and business outcomes.