op: upsert

titles_roles__c: Risk, Credit Risk, Regulatory, Capital Strategy, Finance, Technology/Data

seniority__c: Manager + through C-Level (Risk Managers, CROs, CFOs, CTOs, etc.)

sales_notes__c:
Micro segments for 1 to 1 content:

Risk

Credit Risk

Regulatory

Capital Strategy

Finance

Technology/Data

job_titles__c:
Asset Management:

CRO, Head of Investment Risk, Head of Market Risk, Head of Liquidity Risk, Head of Enterprise Risk, Investment Risk Manager, Market Risk Manager, Liquidity Risk Manager, Portfolio Risk Manager, Risk Analytics Manager, Quant Analyst, Head of Credit Risk, Credit Analyst, Fixed Income Credit Analyst, Portfolio Credit Manager, Head of Regulatory Reporting, Regulatory Affairs Director, Compliance Manager, CFO, Head of Capital Management, Treasury Manager, Finance Director, FP&A Director, CTO, CIO, CDO, Head of Data & Analytics, Data Engineering Manager, Risk Technology Manager, Data Architect.

Insurance:

CRO, Head of Risk, Head of Enterprise Risk, Head of Operational Risk, Head of Market Risk, Insurance Risk Manager, Operational Risk Manager, Enterprise Risk Manager, Head of Underwriting Risk, Head of Credit Risk, Credit Analyst, Head of Prudential Regulation, Head of Regulatory Reporting, Solvency II Manager, ORSA Manager, Compliance Manager, Head of Capital Strategy, Head of Economic Capital, Head of Solvency II, Capital Modelling Manager, Stress Testing Manager, ALM Manager, CFO, Finance Director, FP&A Director, CTO, CIO, CDO, Actuarial Systems Manager, Risk Technology Manager, Data Governance Manager.

industries__c:
Insurance

Asset Management

(In line with 6sense model)

geo__c: EMEA

company_size__c: Mid- to Large-Enterprise (1,000+ employees / $1B+ revenue)

pricing_model__c: CPL

layers__c: 1to1 Microgroups