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The Territory Account Manager will generate new business and manage existing accounts in the Financial Services Industry, ensuring sales objectives are met, while fostering client relationships and providing exceptional customer experiences.

The Sales Development Representative will be responsible for outbound prospecting, qualifying leads, and engaging with key decision-makers to generate meetings for the sales team, while also maintaining an understanding of target industries and business needs.

Manage strategic finance initiatives, analyze financial models, collaborate on revenue forecasts, improve FP&A processes, and support decision-making.