Teams at Advisor360

Lead the full-cycle sales process for strategic enterprise clients in wealth management, focusing on relationships with C-suite stakeholders and closing seven-figure deals.

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.

Own full enterprise sales cycles for Advisor360°'s WealthTech SaaS, building C-suite relationships, aligning platform solutions to client needs, collaborating with Sales Engineering/Product/Marketing, influencing pricing and deal structure, and consistently achieving quarterly and annual revenue targets.