Pros
Strong product with clear market fit. Team members were generally professional, and the platform solves a real problem in the fiduciary space.
Cons
In my experience, the sales function is structured and managed more like a marketing organization than a traditional sales team. There is heavy emphasis on campaigns, activity tracking, and approvals, while core sales enablement tools and direct selling workflows receive less priority. The buyer persona (law firms) is difficult to engage through outbound calling, as many lawyers and assistants are intentionally hard to reach, as they are often pair hourly. Success in this market requires strong technology, fast experimentation, and clear sales autonomy, which were limited during my time there. Leadership communication and feedback cycles were slower than expected for a revenue role, and performance expectations were not clearly articulated in real time. As a result, it can be difficult to know where you stand, even when early traction is being made.