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Fintech • Software • Analytics • Financial Services
Generates and develops new business opportunities for a managed service provider. Responsibilities include prospecting through calls, networking, referrals, LinkedIn, and email; conducting discovery meetings; gathering requirements; coordinating with internal teams and vendors; preparing and presenting proposals; managing CRM records and pipelines; and guiding opportunities through closing. The role is office-based in Cypress, California, requires driving to events and client sites, and may include occasional after-hours networking.
