FINBOA

Operations

• Maintain clean, accurate data in HubSpot; manage imports, updates, and segmentation.
• Build dashboards and reports to provide insights on funnel performance, campaign ROI, and pipeline health.
• Create and optimize workflows for lead scoring, routing, and nurturing.
• Launch and refine email campaigns and sales sequences.
• Support sales with activity tracking, follow-up reminders, and proposal templates.
• Manage post-event lead processing and ROI tracking.
• Improve processes and ensure alignment across sales, marketing, product, and finance.

Marketing and Sales Operations Associate

Account Executive

• Successfully sell back-office automation solutions to community and regional banks and credit unions from $1B to $100B in assets.
• Self-generate leads and develop relationships with financial services executives.
• Drive new business from lead generation to close using industry expertise.
• Collaborate with internal resources for smooth sales transitions.

Marketing and Sales Operations Associate

Senior Sales Executive, Automation Solutions