• Support CRM management, including pipeline tracking, data governance, and overall CRM hygiene, supporting sales and marketing • Build and maintain account and organizational maps for financial institution targets to support enterprise sales strategy and stakeholder engagement • Coordinate industry conferences and events in partnership with marketing, including prospect targeting, meeting scheduling, pre-event outreach, post-event follow-up, and pipeline tracking • Lead cross-functional project management for key go-to-market initiatives, coordinating across sales, marketing, and leadership to keep priorities on track, ensure clear ownership and follow-through, and drive timely execution against revenue goals. • Support pipeline reporting and forecasting for a range of internal stakeholders, ensuring accuracy and supporting the creation and iteration of materials • Review pipeline deals to identify the strategies, actions, and patterns behind successful outcomes and turn those insights into repeatable best practices. • Prepare and manage sales materials that support pipeline progression and deal conversion