Corporate Sales Specialist

Key Responsibilities:

1. Corporate Acquisition & Onboarding

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

● Pitch our 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

● Act as the primary point of contact for the clients.

● 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

● Collaborate with marketing and product teams to design and deliver employee engagement campaigns.

● 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

Skills:

1. You must have strong B2B2C/institutional selling and relationship management experience

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

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

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

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