ABOUT COMPANY

Founded in New York by veterans of the banking industry our mission is to provide machine learning-based technology solutions that push automation and straight-through processing to the next level, driving down the need for tedious manual work and freeing up the most precious resource an organization has: its people.

PROJECT SCOPE

Our organization has developed a novel machine learning-based solution to a pain point for financial institutions during transaction reconciliation processes. (The most prevalent and most widely known example of a transaction reconciliation is a cash reconciliation which is performed between business activity transactions such as expenses, invoices, trades etc and the associated cash movements.)

We would like to improve/develop the following in order to grow our sales:

Prospecting Strategy - Evaluate our current leads base and make recommendations for further market penetration; assess our current outreach process and develop and implement targeted prospecting; review our prospect messaging, make improvement recommendations, and create new outreach content.

Review and improve our existing sales process and sales playbook. We recently developed the industry's first survey/assessment which focuses on and quantifies this industry pain-point and would like to use this survey and it’s finding to create an insights-driven sales process. We also just launched datasets for use for benchmarking of machine learning matching solutions which we would like to use incorporate into our sales process a scientific proof-driven style of selling.

Develop channel partner, affiliate marketing and platform as a service strategy. We already established a partnership with one of the Big 5 consulting firms and would like to continue building out relationships with other partners. We would like to develop a well-constructed, attractive and standardized value proposition, referral program, revenue share model etc, co-branding.

You will work with the core Operartis team and meet as frequently you need to with the CEO as the project progresses. The Operartis team is a compact, friendly team where you will have a welcoming place to express your creativity and problem solving skills.