Infovista

Account Executive

• Drive sales of the Infovista Platform in the AMER region, with ownership of the entire quote to cash process
• Develop and maintain relationships with key stakeholders at all major customers and prospects in the region
• Definition and execution of Account sales strategies and business plans to drive growth and profitability
• Develop qualified pipelines, and provide accurate forecast
• Oversee Marketing and Demand Generation activities
• Drive VARs and channel partners to maximize coverage, and grow sales

Account Director, CX

Financial Planning and Analysis

• Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue.
• Identify and target potential clients within the financial services industry to expand the customer base.
• Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands.
• Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business.
• Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs.
• Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly.
• Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement.
• Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions
• Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions.
• Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders.
• Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment.
• Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact.
• Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure.
• Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making.

Practice Sales Lead – Financial Services

Accountant

• Responsible for the overall Accounting processes and reporting for US entities
• Daily/ Weekly tasks: Bank entries including bank reconciliation, Support Americas A/P accountant, Maintain files and documentation thoroughly and accurately in accordance with accepted accounting practices, Prepare monthly forecast and file returns for GST/Sales tax for IV Americas entities, Maintain current tie out of AmEx accounts for Americas entities and support A/P accountant in obtaining invoices in a timely manner
• Monthly report: Fixed Asset depreciation, Payroll entries/quarterly and annual reconciliations, Some accrual accounts, Preparation of monthly entries related to Prepaid accounts and associated reconciliation, Employees: Preparation of monthly accrued vacation entries + Preparation of monthly MBO journals and associated reconciliations, Preparing various monthly reporting files post-close for internal IV use, Allocation entries -> FF Split the cost on different account, Rolling over of monthly recons in Teams/Sharepoint for month end prep, Update Monthly Closing Checklist, Preparing WW report (AP, restructuring … subcontractors)
• Year end: Preparation of year-end files and reports, Dealing with external auditor to ensure related internal control and documents are in place, Preparing various files requested as part of tax filings to assist external tax preparers with their analysis of Americas entities (Quarter / year-end)

Account Director, CX

Practice Sales Lead – Financial Services

Accountant, US Entities