Hyland

Account Executive

• Develop a comprehensive sales plan to meet or exceed quota, including the identification and prioritization of opportunities for assigned moderate-to-high risk, moderate-to-high impact existing or potential customers or partners
• Develop and communicate accurate sales forecasting on a real-time basis
• Proactively initiate contact with potential customers, customers and partners on a regular basis to develop, maintain and expand business relationships.
• Operate as a trusted advisor to contacts and build network of relationships throughout the organization
• Research and identify target customers, execute understanding of their technical and business needs
• Partner with sales solution engineers in the development of software demonstrations for customers or potential customers; actively contribute and participate in software demonstration
• Record all customer account information in the CRM, including opportunities, commitments, meaningful conversations, customer visits or sales calls
• Comprehensive understanding of best practices and market trends, as well as customer and potential customers business and technical needs.
• Proactively pursue opportunities for company expansion and integration
• Engage company specialist and support resources as needed to advance opportunities
• Determine the viability of Request for Proposal (RFP) requests and directly influence the appropriate development of the response
• Develop and maintain strategic internal working relationships to enhance sales execution
• Attend and actively contribute to trade shows to ensure customers or potential customers are participating in company marketing efforts; tailor plan to meet customer needs
• Develop the closing plan for accounts; engage internal leadership as necessary to help lead negotiation and contracting process to ensure deal is closed on time, as forecasted
• Share extensive experience and best practice knowledge; contribute to the overall growth and quality of the sales team
• Provide guidance and support to other sales team members

Senior Account Executive – Federal

• Develop a comprehensive sales plan to meet or exceed quota, including the identification and prioritization of opportunities for assigned moderate risk, moderate impact existing or potential customers or partners.
• Develop and communicate accurate sales forecasting on a real-time basis.
• Proactively initiate contact with potential customers, customers and partners on a regular basis to develop, maintain and expand business relationships.
• Collaborate with all available company resources to develop and maintain pipeline.
• Take proactive measures to streamline and constantly improve account management and the sales process.
• Partner with sales solution engineers in the development of software demonstrations for customers or potential customers; actively contribute and participate in software demonstration.
• Record all customer account information in the CRM, including opportunities, commitments, meaningful conversations, customer visits or sales calls.
• Understanding of best practices and market trends, as well as customer and potential customers business and technical needs.
• Pursue opportunities for company expansion and integration.
• Engage company specialist and support resources as needed to advance opportunities.
• Assist with determining the viability of Request for Proposal (RFP) requests and directly influence the appropriate development of the response.
• Attend and actively contribute to trade shows; ensure customers or potential customers are participating in company marketing efforts to the best of their ability.
• Develop the closing plan for accounts; engage internal leadership as necessary to help lead negotiation and contracting process to ensure deal is closed on time, as forecasted.

Account Executive – GovEd

Sales

• Define and drive strategy and solutions specific to the growth of revenue as defined in the distribution channels in the assigned market segment.
• Provide leadership direction and development to their team.
• Promote the company to the industry channel partners employees and executives both internally as well as externally.
• Responsible for market share/revenue growth as outlined in their sales compensation plan.
• Set the department vision and strategy by working collaboratively across the sales leadership team.
• Oversee the development and continual evaluation of sales strategies that effectively leverage the company’s established distribution channels and product solutions.
• Provide direction and leadership to sales managers to meet or exceed monthly, quarterly and annual revenue targets, and company objectives.
• Anticipate, budget, and plan for needs.
• Lead managers to establish and maintain staffing levels, training plans, cross training initiatives, performance requirements and equipment needs.
• Set sales vision for the identification, tracking and defining of solutions for the target industry.
• Drive industry knowledge to internal and external stakeholders as defined in the sales compensation plan.
• Participate in the establishment of sales processes and standards to ensure alignment across the department.
• Ensure accountability and consistency on team performance and metrics.
• Continuously improve processes within sales; influence departmental and company process improvements.
• Work closely with marketing regarding the development and dissemination of marketing campaigns, lead generation, partner advisor tools, and general industry brand awareness; inclusive of analysts.
• Operate as an innovative thought leader within the company.
• Contribute significantly to the overall growth and knowledge base of the department.
• Make recommendations for best practices.
• Accommodate and champion change efforts.
• Oversee the establishment and monitoring of key metrics and reporting; inform executives on a regular basis.
• Establish and assure leadership adherence to budgets, schedules, work plans, and performance requirements.

Director, Sales – Federal

Financial Planning and Analysis

• Dive deep into our business performance to craft forecasts.
• Transform financial metrics into actionable insights and predictive models.
• Support new business initiatives by providing in-depth analyses.
• Identify and implement relevant metrics to guide stakeholders.
• Lead efforts to improve data integrity.
• Drive cross-functional initiatives by integrating data sources.
• Deliver comprehensive monthly and quarterly analyses of financial results.
• Offer expertise on trends and issues as a trusted advisor.
• Contribute to growth and quality by sharing knowledge.
• Mentor, coach, and train team members.

Senior Financial Analyst, Go-to-Market

• Define sales process to meet or exceed monthly, quarterly and annual revenue targets.
• Oversee the continuous evaluation of sales strategies that effectively leverage the company’s established distribution channels, vertical expertise and product solutions
• Drive strategic planning to meet or exceed forecasted revenue on a monthly, quarterly and annual basis.
• Provide leadership guidance to swiftly shift sales strategies as necessary to correct forecast variances to revenue targets
• Drive emerging market opportunities and new go to market strategies.
• Formulate profitable go to market models to leverage opportunities
• Provide vision to sales leadership team, who is primarily responsible for the continued evaluation and execution of sales strategies in an operationally sound environment with an emphasis on profitable growth, customer centricity, accountability and teamwork
• Act as the leadership advocate for sales to ensure that the sales strategies are well communicated and supported internally.
• Continuously drives improvements in processes and practices to ensure vision is executed effectively within the organization through cross functional alignment with all departments
• Oversee annual budget within assigned vertical to ensure alignment with company goals
• Define and document enterprise licensing strategies by vertical market segment
• Work cross-functionally with other departments to develop programs and strategies that maximizes revenue growth
• Evaluate target customer and product needs for the company; analyze, create, and, present sales reports and forecasts to executive leadership and board
• Oversee standardized pipeline assessment against target and action plans for underperforming teams
• Provide vision and strategy for the implementation of new programs and products across sales organization
• Develop and implement strategic sales plans to execute upon department vision and goals
• Establish and refine sales management processes, including key performance indicators, account and territory planning; provides accurate and clear visibility to executive leadership team
• Keeps current with emerging technology applications and business trends; identify best practices from these trends to implement within the department

VP, Sales – Financial Services and Insurance

Human Resources

• Act as the primary HR partner to executive leaders influencing at the highest levels
• Lead mentor and develop a team of HR Business Partners to effectively support global business leaders
• Lead large-scale organizational design and transformation initiatives to support growth
• Serve as a coach and strategic advisor to senior executives
• Design and implement strategies for culture evolution, employee engagement, and change management

Global HR Director – Sales & Marketing

• Lead the overall strategy for designated accounts; own and develop the sales plan for existing accounts
• Develop and communicate accurate sales forecasting on a real-time basis
• Operate as a trusted advisor to customers; develop and maintain strategic working relationships with senior leadership, including those at the executive level.
• Utilize long term vision, strategy and roadmaps to generate and maintain constant pipeline
• Leverage expertise and significant best practice knowledge to educate customers on the benefits of the company’s solution; drive customer need and create opportunities
• Partner with sales solution engineers in the development of software demonstrations for customers or potential customers; actively contribute and participate in software demonstration
• Record all customer account information in the CRM, including opportunities, commitments, meaningful conversations, customer visits or sales calls
• Comprehensive understanding of best practices and market trends to proactively educate and influence key executives on future business and technical needs; pursue opportunities for company expansion and integration
• Engage company specialist and support resources as needed to advance opportunities
• Determine the viability of Request for Proposal (RFP) requests and directly influence the appropriate development of the response
• Develop and maintain strategic internal working relationships to enhance sales execution
• Attend and actively contribute to trade shows to ensure customers or potential customers are participating in company marketing efforts; tailor plan to meet customer needs
• Develop the closing plan and strategy for accounts with key influencers within the account; lead negotiation and contracting process to ensure deal is closed on time, as forecasted
• Operate as an innovative thought leader among the team; contribute significantly to the overall strategy and vision of the sales team
• Serve as a subject matter expert for the sales department and colleagues; strategize to implement market trends and best practices
• Mentor, coach and influence other sales team members

Strategic Account Executive

Program Manager

• Lead the planning and management of multiple product launches and product management operations initiatives simultaneously.
• Collaborate with senior leaders to prioritize launch activities and product operations projects based on business goals.
• Define and maintain program roadmaps, success metrics and reporting to track progress against objectives.
• Identify, communicate and resolve cross-team dependencies, risks and issues.
• Implement standardized launch and operational processes across product teams.
• Provide coaching and guidance to product managers and program stakeholders on best practices.
• Build and maintain strong relationships with cross-functional teams to drive alignment and accountability.
• Conduct retrospectives on launches and programs to capture lessons learned and inform continuous improvement.
• Contribute thought leadership to enhance product operations practices and tools.
• Mentor, coach, train and provide feedback to other team members; may provide feedback to leadership on technical abilities of team.

Product Program Manager

Sales Development Rep

• Initiate discovery calls to qualified lead prospects with the assistance of the Account Manager; gather information, assess needs, educate on suitable product offerings and determine viability of a sale
• Maintain purposeful, regular contact with identified prospects to add value and drive sale forward; regular contact includes emails, phone calls and other relevant activities
• Generate new qualified lead prospects by developing a target list of customers and executing calling and email campaigns
• Participate in tradeshow events; make contact with potential customers at trade show booth and ensure proper lead follow up after the show
• Accompany Account Managers to onsite customer meetings
• Regularly and accurately update all internal systems on all activities
• Participate in transition call with Account Manager when potential customer moves from lead to genuine sales opportunity; facilitate portions of the call to ensure proper transition
• Review and evaluate Requests for Proposals; assist prospects with drafting appropriate documentation

Sales Development Representative

• Lead coach and develop a global team of approximately 7–10 HR Generalists ensuring consistent service delivery and high team engagement.
• Lead the team of HR Generalists in supporting frontline managers with performance management compensation workforce planning employee engagement consultation employee separation/ talent transformations and people advising.
• Oversee and operationalize incoming HR generalist requests implementing efficient processes that enhance service quality and speed.
• Ensure adherence to local country labor laws and internal company policies in all generalist activities mitigating compliance risks.
• Analyze incoming HR service requests (tickets) to assess potential risk prioritize critical cases and partner with HR Centers of Excellence (COEs) to proactively reduce future case volume through continuous improvement and process reengineering.
• Collaborate with the HR Technology team to identify and implement opportunities for automation including AI-powered tools and solutions to streamline HR processes.
• Prepare and deliver monthly KPI reports to highlight team performance service trends risks and opportunities for process improvement.
• Lead global case management for Employee Relations matters ensuring fair consistent and legally compliant resolution across regions.
• Act as a trusted partner to business leaders legal partners and HR colleagues providing guidance on employee relations strategy and complex case escalations.

Senior Manager, Global HR Advisors, Employee Relations

General Counsel

• Analyze and provide legal advice to Company, management and employees related to routine, moderately complex and complex legal matters, matters presenting moderate levels of legal, business or financial risk and commercial contracts
• Provide day-to-day legal support for HR on matters such as hiring, employee relations, performance management, terminations, and workplace investigations.
• Draft, review, and update employment agreements, policies, handbooks, and codes of conduct.
• Advise on wage and hour compliance, leave laws, accommodations, and other workplace regulatory requirements.
• Partner with HR on employee training initiatives and organizational change projects.
• Manage employment-related disputes and oversee outside counsel as needed.
• Support the company’s compliance program, including policy development, risk assessments, training, and monitoring.
• Provide guidance on global data privacy laws (e.g., GDPR, CCPA, HIPAA where applicable), including data subject rights, cross-border data transfers, and vendor contracts.

Corporate Counsel

Sales Development Representative, German Speaker

• Lead a high-performing team delivering financial services products from concept to adoption.
• Define a strategic roadmap that addresses key priorities such as digital banking, risk management, compliance, and customer experience.
• Develop and maintain strong partnerships with banks, credit unions, and fintech ecosystems.
• Ensure all products meet regulatory and security standards, including SOX, PCI-DSS, and GLBA compliance.
• Collaborate with sales leadership on go-to-market strategies for financial institutions of all sizes.
• Shape pricing strategies that reflect the financial services market landscape.
• Monitor emerging trends such as AI-driven risk assessment, blockchain, and real-time payments to drive innovation.
• Define and track KPIs to measure market adoption, customer satisfaction, and ROI.

VP, Product Management – Financial Services

Product Manager

• Define and execute the long-term product vision, strategy, and roadmap for industry-focused solutions, ensuring alignment with overall corporate objectives.
• Operate with a General Manager mindset, taking full accountability for the business performance of the product portfolio, including P&L oversight, growth targets, and market share.
• Leverage industry insights and competitive intelligence to identify emerging trends, market opportunities, and innovative use cases that drive customer value and revenue growth.
• Champion end-to-end product ownership through Empowered Product Teams, fostering accountability and cross-functional alignment without direct authority.
• Utilize data-driven methodologies to validate market fit, prioritize investment areas, and optimize ROI across new and existing offerings.
• Drive timely delivery of high-quality products that meet rigorous performance, compliance, and user adoption standards.
• Serve as a visible industry thought leader—evangelize products at major industry conferences, participate in strategic sales opportunities, and contribute thought leadership to industry publications.
• Build strong relationships with customers and industry influencers to ensure our solutions meet the evolving needs of government, education, insurance, and financial services organizations.
• Build and mentor a high-performing global team of product leaders, fostering a culture of innovation, accountability, and collaboration.
• Oversee workforce planning, talent development, and succession strategies for the product organization.
• Partner closely with senior executives across business units to ensure strategic alignment and execution excellence.
• Lead the budgeting and financial planning process for the Product Management organization, ensuring fiscal discipline and alignment with growth objectives.
• Establish governance frameworks for performance management, compliance, and risk mitigation across product lines.

Senior Vice President – Industry Solutions Product Management

• Lead a product management team driving insurance technology solutions from concept through adoption.
• Define the product vision and roadmap for policy lifecycle management, claims automation, and digital engagement platforms.
• Build partnerships with insurance carriers, brokers, and insurtech ecosystems to align product strategies with market needs.
• Ensure compliance with industry regulations, including state-specific mandates and standards.
• Partner with sales leadership on tailored go-to-market strategies for different insurance sectors.
• Stay ahead of trends such as AI-driven underwriting, predictive analytics, and telematics to ensure continued market leadership.
• Define key metrics to measure success across adoption, retention, and customer satisfaction.

VP, Product Management - Insurance

• Establish and lead a high-performing team that drives government-focused products from conception to launch to growth
• Define and prioritize product strategy, roadmap, and requirements with focus on compliance, security, and interoperability with government systems
• Build partnerships with government agencies, regulatory bodies, and technology partners to influence product direction
• Represent the voice of government customers and ensure alignment with mission-critical objectives
• Partner with sales leadership to define go-to-market strategies tailored for federal, state, and local agencies
• Set pricing strategies in collaboration with licensing teams, considering government procurement standards and budget cycles
• Monitor market trends, compliance mandates, and competitive solutions to maintain leadership position
• Define and track key performance metrics, measuring success through adoption, user satisfaction, and ROI for government clients
• Mentor and develop a team of product managers, fostering expertise in government technology solutions

VP, Product Management – Government

• Lead a team to deliver innovative edtech solutions from concept to execution and adoption.
• Define a product vision and roadmap that aligns with evolving needs in student experience, compliance, and accessibility standards.
• Develop deep partnerships with educational institutions, accreditation bodies, and technology ecosystems.
• Serve as a thought leader in education innovation, influencing both internal teams and the broader industry.
• Collaborate with marketing and sales leadership to create targeted go-to-market strategies for K-12 and higher education markets.
• Shape pricing strategies that reflect institutional funding structures and adoption patterns.
• Monitor trends such as AI in education, adaptive learning, and digital credentialing to keep our solutions ahead of the curve.
• Establish performance metrics tied to student outcomes, institutional impact, and market growth.

VP, Product Management – Education

• Define and communicate the product vision, roadmap, and strategy in alignment with corporate goals
• Manage and mentor a team of Product Managers, fostering growth, collaboration, and innovation
• Translate evolving customer and business needs into actionable roadmaps and product requirements
• Ensure end-to-end lifecycle ownership: ideation, design, GTM, adoption, and retirement
• Drive customer-focused innovation through research, beta programs, and market validation
• Partner with Engineering leadership to deliver scalable, high-quality features and capabilities
• Collaborate with Sales and Marketing to support go-to-market activities, pricing, and packaging
• Monitor performance across revenue growth, adoption, customer satisfaction, and analyst recognition
• Maintain expertise on the competitive landscape, emerging trends, and best practices in AI and automation
• Support the establishment of processes, prioritization frameworks, and governance practices for product development

Manager, Product Management

Executive Assistant

Customer Success Manager

The Customer Success Platform Administrator 2 is responsible for being the go-to expert for configuring and optimizing the Gainsight platform to drive engagement retention and an exceptional customer experience.
Configure maintain and enhance the Gainsight platform including workflows dashboards reports and rule-based automation
Collaborate with cross-functional teams to translate business needs into technical designs for implementation into scalable Gainsight solutions
Ensure data accuracy and consistency through strong integration practices (e.g. Salesforce) and data hygiene processes
Provide ongoing support and training to internal users and develop documentation and best practices
Monitor platform performance identify areas for improvement and implement new features to drive adoption and value
Manage user roles permissions and data integrity
Troubleshoot system issues and support ongoing projects
Comply with all corporate and departmental privacy and data security policies and practices, including but not limited to, Hyland’s Information Systems Security Policy