Assist in sales through product demos and workshops, ensuring understanding of client needs, while staying updated on product advancements.

Lead global partner strategy for a B2B SaaS financial planning platform: recruit, onboard, and manage strategic consulting and technology partners, drive partner-led pipeline and revenue, enable internal teams, monitor partner performance, and align stakeholders to scale delivery and market coverage.

Sell Drivetrains financial planning SaaS to medium and large customers, owning full sales cycle from prospecting to contract negotiation. Build pipeline through outbound and marketing, present to C-level (CEO, CFO, CRO), forecast using Salesforce, and identify expansion opportunities through cross-sell and upsell.