Jobs in United States

Pipeline Excellence Director in New York

109 active opportunities · Updated October 2026

Explore current pipeline excellence director jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.

G
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$200K – $240K/yr

Quick readStrong listing-quality and freshness signals

Overview: We’re expanding our sales organization and looking for a true hunter to drive growth across our Qsight suite of data solutions. This is a high-impact, high-visibility role — you’ll be a key driver of the business’s growth trajectory and an integral voice in shaping its forward direction. If you thrive on building territory, opening doors, and turning data into a compelling story that resonates with senior decision-makers, we want to talk to you. This isn’t just another sales seat — it’s a chance to help define how the business grows. You’ll have direct influence not only on revenue, but on the products and strategy that follow. This position can be remote with ET working hours. What You’ll Do: Own and grow your territory like it’s your own business — working with an existing pipeline and expanding it Sell across the full range of Qsight data services, including both syndicated and custom data solutions Translate complex data sets into clear, compelling narratives that resonate with brand and business leaders Prospect proactively and consistently to build a healthy, sustainable pipeline Engage and sell directly to senior leadership and C-Suite stakeholders Write and structure proposals that clearly articulate value and drive deals forward Serve as a front-line source of strategic insight — feeding learnings from the market back into both sales strategy and product development What You Have: 4+ years of experience selling syndicated and/or custom data to brands A demonstrated ability to tell a story with data, not just present it Strong, self-driven prospecting skills and a hunter mentality Proven experience selling to senior leadership and C-Suite audiences Excellent proposal writing and structuring skills An entrepreneurial mindset — comfortable owning and growing a territory independently Experience selling to CPG or Professional Beauty brands is a plus, though not required What We Offer: The total compensation range for this role is $200,000

P
📍 New York, United States
✓ High-confidence listingCompany trend +671.4%

$33 – $55/hr

Quick readStrong listing-quality and freshness signals

ROLE SUMMARY Pfizer Commercial Oncology is introducing the world to the next era of cancer care. With a growing portfolio of novel therapies, industry-leading R&D, and a goal of delivering eight breakthroughs by 2030 across major cancer types, we're translating cutting-edge science into market-shaping impact. Here, you'll partner with exceptional colleagues across scientific, medical, and manufacturing teams, backed by advanced digital and AI-enabled infrastructure and the authority to accelerate medicines from discovery to delivery. Guided by our values of courage, excellence, equity, and joy, you'll have the opportunity to stretch your skills and build a career that evolves with you—across teams, roles, and the Pfizer enterprise. Join us to make history — for patients, for their families, for the future. At Pfizer Oncology, we are committed to “Outdo Cancer” by advancing transformative medicines wherever we can make a profound difference in the lives of patients. Today, Pfizer Oncology has an industry leading pipeline that includes the combined legacy Pfizer and Seagen portfolio across breast, genitourinary (GU) including both prostate and bladder, hematology-oncology and thoracic therapeutic areas. The primary purpose of this position will be to provide comprehensive day-to-day administrative support to the US Prostate Franchise Lead and to support the overall Franchise business. The Administrative Assistant will report to the US Prostate Vice President. In this role, the Administrative Assistant will be responsible for (but not limited to) heavy calendar management, coordination of meetings and events, development of agendas and meeting reports, slide development for select meetings, and requests and assembly of briefing materials, arranging travel and expense report preparation. As a working professional, he/she will be expected to handle tasks independently and in a proactive manner. <

AIExcelLogisticsRecruitment
B
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -79.1%

ABOUT BASETEN Baseten powers mission-critical inference for the world's most dynamic AI companies, like Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma and Writer. By uniting applied AI research, flexible infrastructure, and seamless developer tooling, we enable companies operating at the frontier of AI to bring cutting-edge models into production. We're growing quickly and recently raised our $1.5B Series F , led by Altimeter Capital, Conviction Partners, and Spark Capital. Join us and help build the platform engineers turn to to ship AI products. THE ROLE We are seeking an experienced and proactive Recruiter to help us grow our team. You will focus on hiring across our Sales team, collaborating closely with hiring managers and Sales leadership. This is a unique opportunity to build and scale the go-to-market recruiting function from the ground up—shaping strategies, processes, and candidate experience as we grow. Every hire you bring on board will play a direct role in building the future of ML infrastructure at Baseten. RESPONSIBILITIES Full-cycle recruiting: Own the hiring goals and recruiting process, from role kickoff through offer acceptance Sourcing excellence: Work closely with hiring managers to define what "excellent" looks like for a given role. Develop and execute sourcing strategies to build pipelines of highly qualified candidates, leveraging tools and creative outreach. Candidate experience: Ensure a smooth experience for every candidate, with clear communication and timely updates throughout the process Process improvements: Continuously refine and scale recruiting processes to increase efficiency, reduce time-to-fill, and improve quality of hire Data-driven insights: Track and analyze recruiting metrics (e.g., pipeline health, time-to-fill, conversion rates, acceptance rates) to inform strategies REQUIREMENTS 3+ years of full-cycle recruiting experience, preferably in a rapidly growing startup environment with big headcount goals Proven success

Machine LearningAIGo
C
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -79.2%

£250K – £310K/yr

Quick readStrong listing-quality and freshness signals

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! The Chief of Staff is a strategic leadership role focused on optimizing sales operations, enabling revenue growth, and ensuring alignment between sales execution and company objectives. This exciting career opportunity offers a blend of operational oversight, strategic planning, and cross-functional collaboration. Key Responsibilities Sales Strategy & Execution: Partner with the CRO to define and implement sales strategies, forecasts, and performance metrics. Operational Excellence: Streamline sales processes, including pipeline management, CRM optimization, and sales enablement tools. Cross-Functional Coordination: Work closely with marketing, product, and customer success teams to ensure cohesive go-to-market execution. Performance Analytics: Monitor sales KPIs, conduct data-driven insights, and recommend adjustments to improve conversion rates and revenue attainment. Team Leadership: Contribute to sales operations, business development, and support functions, fostering a high-performance culture. Stakeholder Management: Serve as a liaison between sales leadership and executive teams, ensuring clear communication and strat

C
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -79.2%

From £180K/yr

Quick readStrong listing-quality and freshness signals

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! The Sales Ops Specialist role is a strategic leadership role focused on optimizing sales operations, enabling revenue growth, and ensuring alignment between sales execution and company objectives. This exciting career opportunity offers a blend of operational oversight, strategic planning, and cross-functional collaboration. Key Responsibilities Sales Strategy & Execution: Partner with the VP of Sales, Americas to define and implement sales strategies, forecasts, and performance metrics. Operational Excellence: Streamline sales processes, including pipeline management, CRM optimization, and sales enablement tools. Cross-Functional Coordination: Work closely with the ecosystem - inside sales, solution architecture, marketing, product, and customer success teams to ensure cohesive go-to-market execution. Performance Analytics: Monitor sales KPIs, conduct data-driven insights, and recommend adjustments to improve conversion rates and revenue attainment. Team Leadership: Contribute to sales operations, business development, and support functions, fostering a high-performance culture. Stakeholder Management: Serve as a liaison be

P
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -100%
Quick readStrong listing-quality and freshness signals

Who Are We? Postman is the world’s leading API platform, used by more than 45 million+ developers and 500,000 organizations, including 98% of the Fortune 500. Postman is helping developers and professionals across the globe build the API-first world by simplifying each step of the API lifecycle and streamlining collaboration—enabling users to create better APIs, faster. The company is headquartered in San Francisco and has offices in Boston, New York, Austin, Tokyo, London, and Bangalore - where Postman was founded. Postman is privately held, with funding from Battery Ventures, BOND, Coatue, CRV, Insight Partners, and Nexus Venture Partners. Learn more at postman.com or connect with Postman on X via @getpostman. P.S: We highly recommend reading The "API-First World" graphic novel to understand the bigger picture and our vision at Postman. The Opportunity Postman is hiring a Manager of Account Development, a critical role in building and scaling our presence in the US. As a Manager of Account Development, you’ll recruit, coach, and lead a team of Account Development Representatives (ADRs) focused on uncovering new business opportunities and creating a strong pipeline for our Corporate Sales team. You’ll collaborate with Sales, Marketing, and other cross-functional teams to drive our go-to-market strategy and establish a culture of sales excellence in the United States. What You'll Do Build and lead a world-class team: Recruit, train, and develop a high-performing team of Account Development Representatives in the United States. Implement AI workflows and drive productivity improvements with an excellent suite of AI technologies. Provide hands-on coaching: Teach foundational sales skills, including account research, prospecting, cold calling, and high-level discovery. Drive data-informed decisions: Leverage analytics and performance metrics to align the team’s strategy with our broader go-to-market goals. Foster sales excellence: Model and reinforce Postman’s values,

D
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -84.7%

From $192K/yr

Quick readStrong listing-quality and freshness signals

As the Engineering Manager for Commercial Audit, you will lead a high-performing team responsible for scaling Datadog’s security and compliance posture through automation, tooling, and engineering excellence. Our GRC (Governance, Risk, and Compliance) function is a critical partner to the broader Security and Engineering organizations, ensuring that Datadog not only meets rigorous global regulatory standards but does so in a way that is efficient, scalable, and integrated into our cloud-native infrastructure. You will manage a team of engineers and analysts who are transitioning to a GRC engineering direction to treat compliance as a software problem, leveraging AI, custom tooling, CI/CD pipelines, and cloud-native services to turn complex regulatory requirements into actionable, automated controls. You will lead the strategy, roadmap, and execution of Datadog’s Commercial Audit initiatives. This is a high-impact leadership role where you will grow a team of engineers and analysts responsible for directly maintaining our compliance programs and related audits (e.g., SOC2, PCI, HIPAA, ISO) while looking to improve efficiency and effectiveness through platforms and tooling. You will act as a bridge between technical engineering, legal, and compliance, enabling the organization to move fast while maintaining a secure and compliant environment. You will champion a culture of "compliance-as-code," identifying opportunities to automate evidence collection, streamline control testing, and reduce manual toil for both your team and our partner engineering teams. At Datadog, we place value in our office culture - the relationships and collaboration it builds, and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Lead the strategy, roadmap, and execution of Datadog’s commercial security compliance efforts, shifting from manual audit processes to automated, scalable

PythonAWSAzureGCP
D
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -84.7%

From $192K/yr

Quick readStrong listing-quality and freshness signals

You will lead a small, hands-on engineering team building the secure, scalable Core Analytics Data Access Platform that accelerates Datadog’s Applied AI and analytics capabilities. The team owns the Data Access Platform — a unified interface that lets AI and analytics teams discover and self-serve production-ready datasets while abstracting underlying systems and embedding required legal and compliance guardrails. In this role you’ll own technical direction, contribute to design and code, and partner closely with Applied AI, Product Analytics, and internal platform teams to provide reliable datasets and APIs for model training and analysis. This role balances day-to-day engineering leadership with long-term platform planning. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Lead a Hands-On Engineering Team: Manage, mentor, and grow a small team of 2–4 data engineers (mix of senior and junior) across Paris and NYC, fostering technical excellence and career development. Own Technical Direction and Delivery: Define architecture, engineering priorities, and the team roadmap for the Data Access Platform, driving implementation of scalable, secure data pipelines and platform services. Contribute to Design and Code: Spend substantial time coding, reviewing, and shipping critical platform components to ensure performance, reliability, and operational excellence. Partner with Internal Stakeholders: Work closely with Applied AI, Internal Product Analytics, product managers, and platform teams to define data contracts, APIs, SLAs, observability, and curated analytical datasets. Ensure Data Security, Governance, and Reliability: Implement access controls, lineage, monitoring, and compliance guardrails to support safe model training and repeatable analytics workflows.

AWSAIGoRust
A
📍 New York, NY, United States
✓ High-confidence listing

$100K – $155K/yr

Quick readStrong listing-quality and freshness signals

Altana is the network for trusted trade. Our AI-powered product network empowers governments and businesses to build a more resilient and secure global economy while keeping trade flowing. The Opportunity at Altana As we continue to scale our Logistics business we are seeking a dynamic and experienced Account Executive to join our team in London, UK or New York, US. As an Account Executive at Altana Technologies, you'll be at the forefront of our sales initiatives, playing a crucial role in growing our footprint with Logistics Service Providers. You'll be working closely with various teams, including Account Management, Product Management, and Marketing to drive sales cycles and build new business pipelines. Your Responsibilities Develop detailed sales plans and sales forecasts Drive active sales cycles while building new business pipeline through prospecting and relationship building with mid-sized Logistics Service Providers Manage a large portfolio of Logistics Service Provider accounts from Ocean Liners to Customs Brokers. Summarize product feedback gathered from customer meetings and act as advocate for our customers with internal development and product teams Maintain up to date knowledge of logistics industry, Ability to sell across multiple Lines of Business simultaneously (IT, Procurement, Transportation, Supply Chain/Logistics), Travel to meet with clients, prospects and partners About You Experience working with a fast-growth technology company, strongly preferred 5+ years of Enterprise Software sales experience is required Passionate about the supply-chain and logistics/transportation space. Excellent presentation skills, with the ability to communicate effectively to both technical and executive audiences, whether it's an impromptu whiteboard discussion or a prepared presentation and demo. Ability to be strategic, but still roll up your sleeves to accomplish what needs to be done Highly organized with a strong sense of urgency to meet deadlines Ability

AISupply ChainLogisticsProcurement
P
📍 New York, NY, United States· Full-time· Hybrid
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

A World-Changing Company Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role Palantir’s in-house legal team works to proactively address legal issues so that Palantir can continue to drive positive impact in the world. We are deeply embedded in Palantir’s mission and culture, take time to connect with folks across the global Palantir community, and are viewed across the company as key to Palantir’s success. Legal Operations is the organizational backbone of the legal team at Palantir and our Deal Administrators directly support all aspects of revenue generation at the company. Our Deal Operations Administrators have a strong understanding of Palantir’s growth strategy, and are eager to implement and operationalize that strategy in our contracting processes. Our Deal Operations Administrators have a passion for helping others, making them an invaluable resource to our customer deal pipeline. As a Deal Operations Administrator, you will be handling a wide variety of responsibilities throughout the customer contracting lifecycle. You will support Palantir’s lawyers and contracting specialists, in collaboration with our sales team and executives, to facilitate the growth of our business by managing all aspects of contract administration. As part of the Deal Operations team, you will become an expert in your specific customer vertical, take ownership for specialized scaling projects and critical initiatives as it relates to each business unit. Throughout your work, you will take initiative, operate with resourcefulness, and execute quickly and effectively the processes that drive revenue at Palantir. You’ll leverage your excellent communication skills, and exercise tact and diplomacy in helping to manage relationships with teams acros

FinanceSupply ChainCustomer Service
B
📍 New York, New York, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Sales at Brex The Sales team is the driving factor behind revenue for Brex. Every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. We have a unified culture recognizing big wins daily and celebrating individual accomplishments weekly and monthly. We make sure that top performers are recognized and have built a competitive environment to keep the team motivated and unified. What you’ll do As a Manager, Sales Development, you will build, lead and mentor a high performing Sales Development team who are responsible for outbound prospecting and pipeline generation. Strong candidates will be data-driven and focused on improving and optimizing individual and team results. Success in the role requires excellent interpersonal and communication skills, cross-functional alignment and a focus on innovation an

AIGoExcelMarketing
V
📍 New York, New York, United States· Full-time· Remote
✓ High-confidence listingCompany trend -88.6%
Quick readStrong listing-quality and freshness signals

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. Being an SDR at Vanta is, first and foremost, about hitting targets and driving revenue. But beyond that, it’s about joining a community that is deeply committed to your success and career growth. We believe that the future of our sales organization lies with our SDRs, which is why we place a strong emphasis on enablement and career advancement. You’ll receive the training, support, and mentorship you need to excel, with a clear path to advance within our sales team. Vanta is growing quickly, we're profitable, and we're continually outpacing our growth targets while maintaining very strong NPS scores. Needless to say, it's an exciting time! We're scaling our Sales Development team with customer-focused SDRs who will take ownership of our outbound sales engine and help to build pipeline as we move up market, and distinguish Vanta as best-in-class to prospects in a burgeoning competitive landscape. If this sounds like you, and you're excited to join a growing team, we'd love to hear from you. What you’ll do as a Sales Development Representative at Vanta: Have a strong understanding of Vanta’s value proposition and product Master the process of identifying strategic accounts using tools like Salesforce, ZoomInfo, Outreach, Linkedin Sales Nav, and 6Sense, that will help us move up market Organize a multi-channel approach to prospecting and and maximize efforts by developing sequences in Outreach Coordinate meetings on account executive’s calendars and log activities Efficiently and gracefully counter objections, as well as have excellent interpersonal & technical skills How to be successful in this role: Have an enthusiasm for

RestAIRustExcel
B
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -79.1%

ABOUT BASETEN Baseten powers mission-critical inference for the world's most dynamic AI companies, like Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma and Writer. By uniting applied AI research, flexible infrastructure, and seamless developer tooling, we enable companies operating at the frontier of AI to bring cutting-edge models into production. We're growing quickly and recently raised our $1.5B Series F , led by Altimeter Capital, Conviction Partners, and Spark Capital. Join us and help build the platform engineers turn to to ship AI products. ABOUT THE ROLE As a Event Marketing Manager, you will lead the development and execution of regional marketing strategies to support sales goals, drive demand, and enhance brand awareness. This role requires a strategic thinker with a builder mentality that has a strong understanding of the New York tech ecosystem. RESPONSIBILITIES Develop and execute regional field marketing plans and programs to align with sales priorities and pipeline goals. Plan and manage events to drive demand, accelerate pipeline, and engage customers. Own program management, including event logistics, budget oversight, and vendor coordination. Analyze and report on campaign effectiveness, providing insights to optimize future initiatives. Collaborate with product marketing to align messaging and go-to-market strategies with field initiatives. Prioritize seller requests by expected revenue. Represent Baseten at industry events and build brand presence in-market. QUALIFICATIONS Bachelor’s degree in Marketing, Business, or related field. 5-7 years of experience in field marketing in the technology or SaaS industry. Proven track record in delivering and optimizing demand generation programs to meet pipeline goals. Strong understanding of sales processes. Proficiency with marketing tools such as Salesforce & Hubspot. Excellent project management skills with the ability to prioritize and execute multiple initiatives simultaneously. Collaborativel

Machine LearningAIGo
P
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $66.3K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati

RestAIGoRust
P
📍 New York, New York, United States
✓ High-confidence listing

$125K – $175K/yr

Quick readStrong listing-quality and freshness signals

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

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