More than a CRM for financial advisors, Laylah understands the realities of today’s financial firms. With more accounts, across more financial institutions and apps — today’s financial advisors are spending more time on small, repetitive tasks and less time building relationships. Laylah is here to change that. And, we’re just getting started.
On-site · Québec
Prospect and qualify financial advisors and firms, build and manage a sales pipeline, and lead tailored product demonstrations and the full sales cycle through negotiation and signature. Coordinate client handoffs with Customer Success, document pipeline activity in the CRM, share market feedback with product and leadership teams, and help refine the sales playbook, pricing conversations, and performance indicators.
On-site · Québec
Provide responsive customer support and guide clients through onboarding and ongoing use of Laylah, helping them get value from the app. Deliver product demonstrations and webinars, lead initiatives to improve customer experience and retention, and develop support processes and performance measures.
On-site · Québec
Develop and maintain API connectors, data collection bots, and reliable import/export pipelines for synchronizing data with external systems. Monitor and improve data sources, and enhance infrastructure and applications to support robust, high-volume synchronization.
