Build sales pipeline for banks and credit unions through outbound calls, email, LinkedIn, and industry events. Identify qualified prospects, uncover operational pain points, book discovery meetings for Account Executives, maintain accurate CRM records, and meet activity and meeting targets. Partner with marketing on campaigns and event strategy while developing expertise in AI products and banking operations.

Lead end-to-end product design for enterprise AI-driven workflows in banking. Translate complex, regulated operational requirements into usable interfaces, design systems, and interaction models; collaborate with PMs and engineers; run user research and testing; and ensure trust, transparency, and high-quality execution.