• Generate pipeline through effective prospecting. • Negotiate pricing and manage contract discussions to close the sale within assigned approvals. • Achieve annual sales quotas, focused on securing new clients. • Work with the account management group to maintain a relationship with acquired clients to mine for referrals and potential future expansion. • Book and lead new business meetings, both in person and on the phone, with executives, senior-level managers, and decision-makers. • Uncover key business drivers and business issues of the Prospect to partner with them to address their needs and close the sale. • Leverage in-depth knowledge of our products and services to educate potential clients on the benefits of our solutions, delivering tailored sales presentations and product demonstrations. • Manage RFP/RFI responses and proposal generation working with Product and Pre-Sales resources. • Stay informed about industry trends, competitive landscape, and regulatory changes affecting the financial services sector to position our offerings effectively. • Work closely with Product, Marketing, and Program Management teams to ensure alignment in client acquisition and retention efforts. • Maintain accurate sales forecasting, pipeline management, and reporting on progress and opportunities to leadership.