Description

In this role, you will manage a portfolio of existing accounts, drive revenue growth through upselling and cross-selling, and convert new users via targeted outreach and platform demos. You will collaborate with business development managers to execute expansion strategies and support renewals within the financial services sector.

Requirements

• Bachelor's degree required.
• 1-3 years of demonstrated success selling information services and solutions.
• Ability to build strong relationships with key decision makers.
• Superior verbal communication skills.
• Strong attention to detail and pipeline discipline.

Responsibilities

• Prospect into assigned accounts to identify and convert new users through high-volume outbound (calls, emails, referrals) and strategic account mapping.
• Advance pipeline by leading discovery, delivering tailored platform demonstrations, and positioning solutions to unlock incremental revenue.
• Partner with Business Development Managers and client service teams to execute expansion and renewal strategies.
• Support renewals by identifying retention risks early, building multi-threaded relationships, and coordinating expansion plays.
• Maintain disciplined CRM hygiene to forecast accurately and prioritize high-impact revenue activities.