Account Development Partner
Job Summary
To drive pipeline creation and account growth, the full-time remote Account Development Partner will generate qualified meetings through outbound prospecting, expand stakeholder coverage within existing accounts, and manage Monthly/Quarterly Business Reviews while collaborating closely with the Account Executive.
Key responsibilities
- Generate new opportunities and manage outbound sequences to engage new personas within existing accounts
- Coordinate Monthly/Quarterly Business Reviews, including scheduling, preparation, and follow-up actions
- Maintain clean CRM data and provide customer intelligence to inform engagement strategies
Required qualifications
- Experience in sales support or account management roles
- Proficiency with CRM tools and data management
- Strong ability to conduct outbound prospecting and generate leads
- Experience coordinating meetings and managing operational tasks
- Understanding of financial services or fintech industry preferred
Complete Job Description
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