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Drive and optimize the full lead-to-revenue lifecycle, build dashboards and KPIs, manage demand generation operations and martech stack, align marketing and sales to accelerate pipeline, operationalize GTM initiatives, and develop customer segmentation to power multi-channel campaigns using data-driven insights.

Handle high-volume outbound calls to connect consumers with vetted financial advisors, schedule consultations, meet performance metrics, log interactions in CRM, escalate recurring issues, and share process-improvement insights while supporting cross-functional projects.

The Account Executive will work in a high-volume sales environment, identifying potential clients, managing the full sales cycle, and collaborating with leadership while maintaining organization and integrity.

The role involves designing and maintaining backend systems for ML applications, working closely with cross-functional teams, and optimizing AWS services.