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Artificial Intelligence • Financial Services
Manage B2B client relationships across onboarding, implementation, training, adoption, retention, and satisfaction. Identify customer needs, support product demonstrations, prepare proposals, manage leads in the CRM, and assist with sales closure. Build strategic relationships, attend industry events, and collaborate with sales, marketing, and product teams to drive customer acquisition, retention, and growth.
Artificial Intelligence • Financial Services
Manage B2B client relationships across onboarding, implementation, training, retention, and customer satisfaction. Support prospect research, demonstrations, sales follow-up, engagement letters, and deal closing. Serve as the daily client contact, identify needs and opportunities, and collaborate with sales, marketing, and product teams to drive customer success and business growth in the United States.
