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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.

Grow and manage relationships with affluent customers by delivering multi-product banking, credit, investment and lending solutions. Acquire new clients, maintain a book-of-business, coordinate with internal partners, champion digital adoption, ensure accurate documentation, and meet licensing and compliance requirements.

Lead underwriting, portfolio analysis, and credit structuring for complex commercial banking relationships in Healthcare, Higher Education, and Nonprofit sectors. Review financial statements and tax returns, resolve credit issues, mentor junior staff, collaborate with Credit, Risk, Relationship Management and Operations, and manage projects to ensure compliance and portfolio health.

Lead branch sales and operations to acquire, deepen, and retain customer relationships. Coach and develop the team to drive checking, deposits, lending, credit cards, and investments while ensuring compliance, operational risk management, and strong customer service. Participate in Branch Manager Readiness Program; work Saturdays and travel up to 50% initially.

Lead and execute SEO strategy to grow organic visibility across web, AI search, and emerging discovery platforms. Own technical and content SEO roadmaps, partner with Product, Engineering, and Content to optimize indexing, performance, structured data, and site architecture. Measure and report visibility, traffic, engagement, and conversion; influence cross-functional stakeholders to scale SEO impact.

Lead strategy and roadmap for AI-powered learning products, drive high-priority AI initiatives from concept to scale, partner cross-functionally to deliver responsible AI solutions, define success metrics and experimentation frameworks, and advise leadership on AI trends and opportunities.

Provide after-hours and weekend travel support: monitor channels, handle flight/hotel/transport disruptions, rebook travel per SOPs, escalate high-impact issues, document actions, and hand off unresolved items to weekday Logistics.

The Sales Development Representative qualifies leads for APM software sales, profiles accounts, and drives prospecting efforts, working closely with marketing and field sales.

Lead design and rollout of a fit-for-purpose data governance program: manage data lifecycle, implement governance frameworks and tools, drive data catalogs/lineage, upskill stewards, define KPIs, and partner cross-functionally to improve data quality, compliance, and usability.

Lead full-cycle technical recruiting for Engineering and technical roles: partner with hiring leaders, own sourcing and pipeline development, advise on market and compensation, manage candidate experience through offer and onboarding, use ATS and recruiting metrics, improve hiring processes, and mentor other recruiters.

Lead strategy and delivery of AI-powered, agentic product features for a SaaS insurance platform. Define roadmaps, KPIs, ROI, and success criteria; collaborate with engineering and data science to prototype, test, and launch; drive adoption, mentor junior PMs, and align cross-functional teams from discovery through GTM.

Own end-to-end university recruiting: build campus strategy and brand, run high-volume full-cycle hiring for interns, co-ops, and new grads (technical roles), manage intern-to-full-time conversions, partner with business and intern program teams, maintain bias-reduced evaluation, and report on metrics to optimize seasonal outcomes.

Design and implement enterprise analytics tracking across web, mobile, and SPAs using Tealium and other TMSs. Maintain data layers and SDRs, configure tags and events, validate data integrity, collaborate with engineering teams, mentor junior staff, produce technical documentation, and support presales and thought leadership activities.

Lead and coach a team of Complaint & Litigation Specialists to log, research, and resolve complaints and grievances. Manage team inventory, workflows, and performance, build cross-functional partnerships, ensure compliance with regulatory requirements, and drive timely, accurate case closures.

Lead product strategy for correspondence and digital experiences across the disability claim lifecycle. Define AI-enabled solutions, translate business and regulatory requirements into prioritized features, collaborate with Legal/Compliance/IT/Operations, and guide a cross-functional team to deliver compliant, empathetic, and efficient claimant and employer experiences.

Manage end-to-end absence claims (FMLA/ADA): intake eligibility decisions, gather supporting data, perform recertifications and intermittent tracking, confirm return-to-work, and update systems with accurate leave status and documentation.

Founding commercial leader to build and close new business for DNSid within fintechs and payments. Lead full enterprise sales cycles, recruit design partners, and create repeatable sales playbooks. Drive long-term category development with banks and industry partners, represent the product at conferences, and influence product and go-to-market strategy through customer feedback. Collaborate cross-functionally with Product, Engineering, Marketing and Solutions to support deployments and scale commercial processes.

Build and maintain production SDKs (TypeScript, Python, Go) and integrations for AI agent frameworks and edge runtimes. Implement DNSid identity flows, cryptographic key lifecycle, middleware/plugins, testing and CI pipelines, package releases, and reference apps. Collaborate with Developer Advocates and technical writers while contributing upstream to third-party frameworks and shaping protocol specifications.