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Fintech • Financial Services
Partner with GTM (Sales, Marketing, Customer Success) to own GTM financial models, forecasts, and reporting. Deliver KPI dashboards, variance analysis, board/QBR packages, and analyses that guide hiring, commission, and spend decisions. Embed with GTM leaders to influence investment and improve forecasting accuracy.
Fintech • Financial Services
Drive net-new business with large credit unions by owning complex B2B SaaS sales cycles from prospecting through close. Build territory plans, conduct discovery and demos, develop ROI-based business cases, navigate executive buying committees, manage strategic partners, maintain a 3x-plus pipeline, forecast accurately, close six- and seven-figure deals, and advise executives on digital transformation. Travel 35–45% for prospect meetings, events, and partner activities.
Fintech • Financial Services
Manage a 12–15 mid-market enterprise portfolio of Credit Union customers, lead executive onboarding, drive adoption and value realization, run QBRs/EBRs, surface data-driven insights, collaborate with product/implementation/support, and generate qualified expansion opportunities to grow ARR.
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