Truss is a Financial Technology startup designed to help financial service providers in their document collection process. Our software simplifies and expedites the time involved in collecting documents from clients. Description Assist sales team by calling firms of interest in hopes to schedule for them to participate in a virtual product feedback session. Responsibilities •Call CPA’s, financial advisors, and attorneys •Schedule Product feedback sessions while documenting activity through our CRM (Hubspot) •Follow up with prospective participants •Build relationships with firm …
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Truss is a Financial Technology startup designed to help financial service providers in their document collection process. Our software simplifies and expedites the time involved in collecting documents from clients. Description Assist sales team by calling firms of interest in hopes to schedule for them to participate in a virtual product feedback session. Responsibilities •Call CPA’s, financial advisors, and attorneys •Schedule Product feedback sessions while documenting activity through our CRM (Hubspot) •Follow up with prospective participants •Build relationships with firm …
Truss is a Financial Technology startup designed to help financial service providers in their document collection process. Our software simplifies and expedites the time involved in collecting documents from clients. Description Assist sales team by calling firms of interest in hopes to schedule for them to participate in a virtual product feedback session. Responsibilities •Call CPA’s, financial advisors, and attorneys •Schedule Product feedback sessions while documenting activity through our CRM (Hubspot) •Follow up with prospective participants •Build relationships with firm …
Truss is a Financial Technology startup designed to help financial service providers in their document collection process. Our software simplifies and expedites the time involved in collecting documents from clients. Description Assist sales team by calling firms of interest in hopes to schedule for them to participate in a virtual product feedback session. Responsibilities •Call CPA’s, financial advisors, and attorneys •Schedule Product feedback sessions while documenting activity through our CRM (Hubspot) •Follow up with prospective participants •Build relationships with firm …