Nancy D.

Andreea C. Sounds like a great opportunity. I don’t know anyone in Rochester personally, but I’ll keep an eye out and share this with a couple of folks in my network who work with HubSpot and RevOps. Hope you find a strong fit quickly, good HubSpot managers are gold.

Totally get that. Taplio’s great for scheduling, but if discovery and engagement insights lag, it kills the value. Curious to hear what alternatives people are using that are more real-time and actionable.

This is a challenge a lot of trading firms hit as they mature. Expanding into adjacent verticals or productized offerings can be a smart move if it’s built on your existing strengths (data, infra, risk, users). Happy to share insights and learn more about your context would be glad to chat and exchange ideas.