p>Additional Responsibilities: • Achieve established activity targets (KPI's) to meet & exceed daily/weekly/monthly sales targets • Research prospects/accounts within a book of business to identify key stakeholders, areas to improve, and challenges to alleviate to drive interest • Qualify key prospects against our qualification criteria to generate legitimate opportunities • Leverage rapport to build and maintain relationships • Collaborate with marketing, growth and partnership teams to accelerate pipeline generation efforts.
With a team of 500+ across Paris, London, New York, San Francisco, and Toronto, we've raised nearly $400M from top-tier investors and were named a Visionary in the 2024 Gartner® Magic Quadrant for Financial Planning Software.