Planworth is a revolutionary B2B SaaS platform designed for investment advisors and professionals aiming to excel as trusted guides throughout their clients' wealth journeys. By merging intuitive questionnaires with cutting-edge data analytics, Planworth empowers its users with the capabilities of a virtual family office, enhancing their service offering and expertise in wealth management.Key Responsibilities:- Proactively identify and generate new leads through various channels, including cold calling, email campaigns, social media, and networking events.- Qualify leads based on their needs, budget, and decision-making processes to ensure alignment with Planworth's offerings.- Schedule and conduct initial discovery meetings between potential clients and our sales team to further assess opportunities for partnership.- Maintain an active pipeline of prospects and follow up regularly to advance leads through the sales process.- Collaborate with the marketing team to refine lead generation strategies and messaging based on market feedback and results.- Utilize CRM tools to track and manage lead information, activities, and communications effectively.- Achieve and exceed monthly and quarterly targets for qualified opportunities and contribute to the overall sales goals of the team.- Stay informed about industry trends, competitive landscape, and product updates to effectively communicate Planworth's value proposition.

Provide Tier-2 technical support and troubleshooting to our users via telephone, email, and web-based tools. Advise customers on product functionality, features, and other support related inquiries. Facilitate conflict resolution and/or escalation. Possess personalized skills, proactive, preventative, and reactive, enterprise class support.Supporting clients via email, chat and telephone on our proprietary software products. Provide both technical training and support through web-based programs (Zoom) for customers.Escalate and create JIRA Tickets for major issues that have been reported by clients. Work with Development Team to test and recreate issues. Log details of all support sessions and client challenges in our ticketing system.Rely on my interpersonal skills and product knowledge to diagnose, test, and resolve client software challenges.Efficiently answer client questions, displaying my superb email and telephone etiquette, Recognize opportunities for improving product and client experience based on the feedback you receive.

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.Examine, evaluate, process loan applications, or scheduling delivery with service department.Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.Maintain CRM system for client tracking.