Consumer Edge

Financial Planning and Analysis

• Own new business pipeline and bookings across the Financial Services division, consistently delivering against monthly/quarterly targets.
• Build a repeatable, scalable acquisition engine that increases market share across priority segments and use cases.
• Translate top-down growth goals into actionable team plans, coverage models, and execution rhythms.
• Lead a team of BDMs and SDRs, setting clear expectations, goals, and accountability.
• Coach individuals on prospecting, discovery, value-based selling, deal strategy, and closing discipline.
• Recruit, onboard, and ramp talent as the team grows; build a performance culture grounded in preparation, learning, and results.
• Establish and enforce a consistent sales methodology (qualification, MEDDICC/MEDDIC-style rigor or similar), and ensure clean CRM hygiene.
• Own pipeline management, forecasting accuracy, and deal inspection, improving predictability and conversion.
• Create structured cadences (weekly pipeline reviews, forecasting calls, call coaching, win/loss reviews) that elevate execution quality.
• Partner with CRO, CMO, and CPO to sharpen positioning, optimize funnel performance, and inform roadmap based on buyer feedback.
• Help rethink pricing and packaging to broaden adoption—especially for mid-market and long-tail FS firms.
• Develop strategies to expand distribution via partnerships, channel motions, ecosystem relationships, and creative GTM plays.
• Segment the FS market to prioritize ICPs and high-probability wedges, then build playbooks for each.
• Track and report performance using metrics across funnel stages (activity → meetings → SQOs → pipeline → bookings).
• Create feedback loops that identify what’s working and what isn’t—then operationalize improvements fast.

Director, Acquisition Sales – Financial Services

Client Services Representative

• Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues
• Educate customers to ensure adoption and optimal usage of CE’s offerings
• Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines
• Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems
• Prepare materials for client meetings, including account summaries, usage reports, and presentation content
• Monitor engagement and basic account health indicators, and flag notable changes to senior team members
• Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers
• Contribute to client-facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly
• Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams

Associate Client Support Manager – Financial Services

Associate Client Support Manager – Corporate

Support Engineer

• Perform customer onboarding and offboarding tasks following step-by-step detailed instructions
• Investigate and resolve customer questions and issues using email, Jira, and Zoom
• Document and expand our internal and external knowledge repositories
• Collaborate with other client-facing teams to provide an amazing customer experience
• Learn and become proficient in AWS/GCP, SQL, Python, and Linux command-line
• Provide customer feedback to CE’s Product team and proactively submit feature requests to ensure CE’s platform continues to evolve
• Assist in completing projects and initiatives that will greatly benefit our customers and CE colleagues

Director, Acquisition Sales – Financial Services

Associate Client Support Manager – Financial Services

Associate Client Support Manager – Corporate

Associate Technical Support Engineer