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Fintech • Financial Services
Manage a 12–15 mid-market enterprise portfolio of Credit Union customers, lead executive onboarding, drive adoption and value realization, run QBRs/EBRs, surface data-driven insights, collaborate with product/implementation/support, and generate qualified expansion opportunities to grow ARR.
Fintech • Financial Services
Owner of GTM systems and data infrastructure for Sales, Marketing, and Customer Success. Audit and stabilize GTM stack, build enrichment pipelines and integrations, enable automated outbound campaigns, attribution, intent signals, multi-channel orchestration, renewal risk scoring, and AI-driven workflows.
Fintech • Financial Services
The Legal Operations Associate will manage legal operations, contract support, and due diligence, collaborating across the organization while contributing to process improvements and legal project management.
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