Addition

This role supports the go-to-market organization by aligning sales, marketing, and operations, focusing on structuring activities that drive revenue growth, such as managing industry events and client meetings. Key tasks include supporting CRM hygiene, building target account maps, coordinating conferences, leading go-to-market projects, and preparing sales materials.

The role involves driving new business growth by sourcing, developing, and closing enterprise opportunities across financial institutions like wealth firms, banks, and benefits brokers. Responsibilities include building and managing a strong sales pipeline, representing the company at industry events, and developing trusted relationships with key decision-makers.

The Senior Product Designer will be responsible for owning product areas end-to-end, partnering closely with product and engineering teams to ship significant features. This role also involves contributing to the development of design systems and product foundations while simplifying complex financial concepts into clear user experiences.