Lead - Sales

About the Role :

Key Responsibilities :

1. Corporate Acquisition & Onboarding:

- Identify, reach out to, and onboard new accounts.

- Pitch the companys suite of financial wellness products as part of their employee benefits program.

- Establish strong entry points with HR, Admin, Rewards, and Finance stakeholders.

2 . Strategic Relationship Management:

- Build and execute long-term engagement plans tailored to each corporate account.

- Maintain high levels of client satisfaction, ensuring repeat engagement and referrals.

3. Employee Engagement & Product Activation:

- Conduct in-person sessions, virtual webinars, and financial wellness events to educate and activate users.

- Track and optimize adoption and activation metrics across corporate accounts.

4. Revenue & Growth Ownership:

- Own product usage and revenue targets from assigned clients.

- Identify and pursue upsell and cross-sell opportunities within corporate accounts.

- Drive retention and ensure continuous value delivery to clients.

Requirements:

- You must have the ability to influence senior stakeholders and navigate large organizations.

- You must have excellent communication, presentation, and consultative sales capabilities.

- You must be a Self-starter with a growth mindset and ownership attitude.

- Experience of 5+ years in financial products (investments, insurance, lending, wellness, etc.) is preferred.

- Education: MBA preferred