• Originate, qualify, and close new logo opportunities across financial, energy, and shipping segments in your territory.
• Build and maintain a multi-quarter pipeline
• Run disciplined account plans on named targets — mapping personas, identifying entry points, and orchestrating multi-threaded campaigns with your BDR, Marketing, and Applied Intelligence partners.
• Prospect on signals, not lists — track trigger events (new desks or strategies, leadership and data-team hires, market dislocations, sanctions and trade-policy shifts) and turn them into timely, insight-led outreach that stands out from generic, automated messages.
• Lead with API and MCP — identify and develop opportunities where our API and MCP server solutions are the entry point, particularly with data, quant, and engineering buying centers. This is a strategic priority for the territory.
• Navigate expanded buying groups — including procurement, information security, and data-governance reviews — and anticipate questions on data licensing and permitted use of Vortexa data in AI models and agents.
• Sell SaaS and API as complementary offerings, not alternatives.
Early expansion and handover
• Use a short, defined window after signature to land early expansion — additional users, use cases, or API integrations — while the relationship is fresh.
• Hand each account to Account Management with a complete handover: stakeholders, use cases, commercial terms, and identified growth paths.
• Maintain clean, current, and credible pipeline data in Salesforce.
• Forecast weekly with accuracy and conviction.
• Partner with Revenue Operations on territory planning, deal structuring, and pricing strategy.