• Act as the primary point of contact for clients, ensuring their needs and expectations are met. • Foster loyalty and retention as you manage your territory of existing and new clients. • Perform business reviews with clients to align strategic goals for each fiscal year. • Works their list of prospects, qualified leads, expanding awareness of CAT. • Leads prospecting initiatives to create new leads in focus areas (specific species, geographies, etc.). • Utilizes Marketing sourced MQLs and SQLs from various channels such as website inquiries and research/intelligence to contact and qualify possible clients, establish relationships, and convert them into sales-qualified leads. • Identifies strategic opportunities of the SQLs and presents CAT portfolio solutions by giving technical presentations and preparing quotes and proposals illustrating CAT’s solutions. • Identify opportunities for upselling and cross-selling services to CAT’s existing clients. • Actively seek new business opportunities and develop strategies to grow the client portfolio. • Organizes sales activities collecting and sharing notes in HubSpot CRM. • Collects and reports on market intelligence into the Marketing Dept. • Oversees the implementation of projects and campaigns, ensuring timely and accurate delivery of services. • Facilitate communication between clients and internal teams to manage expectations and project progress. • Performs routine reporting such as the number of qualified leads created, quotes/proposals made, new customers created, and opportunities closed; execution of initiatives; commercial case studies, etc.

• Conduct active lead prospecting via phone, WhatsApp, email, and social media. • Build and maintain a list of qualified contacts within the education sector. • Schedule meetings with school principals, school owners, college marketing professionals, and independent teachers. • Collaborate with the sales team to develop outreach strategies. • Monitor and report sales results and performance metrics. • Stay up to date on company products and trends in the education industry.

We are currently looking for an Entry Level Sales Development Agent to join our Sales team. Position highlights: - Remote sales opportunity. - No degree required. - Entry-level applicants welcome. - Training provided. - Commission-based income. - Sales-minded, and open to connecting via phone and email - Passion for people and developing sales relationships Job Summary: The Sales Development Agent (SDA) is responsible for building early-stage pipeline through outbound prospecting, including LinkedIn outreach, cold calling, email campaigns, and other engagement strategies. The SDA will collaborate closely with sales and marketing to research target accounts, support outreach campaigns, gather market insights, and help initiate early-stage sales conversations. This role is designed to support both pipeline development and early-stage deal creation, working closely with Account Executives and marketing to identify and engage new opportunities. Primary Duties and Responsibilities: - Research and identify target accounts, key contacts, and industry opportunities using LinkedIn, prospecting tools, and other online resources - Conduct outbound outreach through cold calls, email campaigns, LinkedIn, and other engagement channels to initiate conversations with decision-makers - Maintain consistent prospecting activity while building relationships with potential customers - Engage with prospects to understand their business needs and identify potential opportunities for the sales team - Schedule discovery meetings for Account Executives when appropriate and support smooth handoffs for continued conversations - Prepare prospect and account briefs to support Account Executives in discovery and early-stage deal development - Support outbound campaigns tied to product launches, promotional initiatives, or other strategic efforts - Assist with event and conference preparation by building outreach lists, pre-booking meetings for sales representatives, and conducting post-event follow-up campaigns - Collaborate with sales and marketing teams to refine messaging, outreach strategies, call scripts, and email templates based on prospect responses and engagement data - Gather and share insights from prospect conversations to inform sales messaging, campaign strategy, and market positioning - Track outreach activity, prospect engagement, and lead status within the CRM Additional Responsibilities: - Additional duties as assigned Critical Competencies - Collaboration & Teamwork Builds strong working relationships with the sales and marketing teams and contributes to shared revenue goals. - Enthusiasm & Initiative Demonstrates energy, persistence, and a proactive mindset when engaging prospective customers and generating new opportunities. - Innovative Thinking Looks for creative ways to identify prospects, improve outreach strategies, and increase engagement with potential customers. The Individual - Confident initiating outbound conversations with business leaders - Strong written and verbal communication skills - Comfortable working with CRM systems such as Salesforce, HubSpot, or similar platforms - Highly organized and detail-oriented with the ability to manage multiple outreach activities and prospect interactions - Self-motivated and goal-driven with a proactive approach to prospecting and sales support - Resilient and persistent when engaging new prospects and navigating rejection - Experience with outbound prospecting and early-stage sales engagement preferred - Familiarity with sales prospecting tools such as LinkedIn Sales Navigator, Apollo, or ZoomInfo is a plus Qualifications - 1–2 years of experience in sales development, lead generation, telemarketing, or a similar customer-facing role All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship. If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101. Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.

We are currently seeking an Entry Level Sales Development Agent (Remote) to join our Sales team. Position highlights: - No degree required. - Entry-level applicants welcome. - Training provided. - Commission-based income. - Sales-minded, and open to connecting via phone and email - Passion for people and developing sales relationships Job Summary: The Sales Development Agent (SDA) is responsible for building early-stage pipeline through outbound prospecting, including LinkedIn outreach, cold calling, email campaigns, and other engagement strategies. The SDA will collaborate closely with sales and marketing to research target accounts, support outreach campaigns, gather market insights, and help initiate early-stage sales conversations. This role is designed to support both pipeline development and early-stage deal creation, working closely with Account Executives and marketing to identify and engage new opportunities. Primary Duties and Responsibilities: - Research and identify target accounts, key contacts, and industry opportunities using LinkedIn, prospecting tools, and other online resources - Conduct outbound outreach through cold calls, email campaigns, LinkedIn, and other engagement channels to initiate conversations with decision-makers - Maintain consistent prospecting activity while building relationships with potential customers - Engage with prospects to understand their business needs and identify potential opportunities for the sales team - Schedule discovery meetings for Account Executives when appropriate and support smooth handoffs for continued conversations - Prepare prospect and account briefs to support Account Executives in discovery and early-stage deal development - Support outbound campaigns tied to product launches, promotional initiatives, or other strategic efforts - Assist with event and conference preparation by building outreach lists, pre-booking meetings for sales representatives, and conducting post-event follow-up campaigns - Collaborate with sales and marketing teams to refine messaging, outreach strategies, call scripts, and email templates based on prospect responses and engagement data - Gather and share insights from prospect conversations to inform sales messaging, campaign strategy, and market positioning - Track outreach activity, prospect engagement, and lead status within the CRM Additional Responsibilities: - Additional duties as assigned Critical Competencies - Collaboration & Teamwork Builds strong working relationships with the sales and marketing teams and contributes to shared revenue goals. - Enthusiasm & Initiative Demonstrates energy, persistence, and a proactive mindset when engaging prospective customers and generating new opportunities. - Innovative Thinking Looks for creative ways to identify prospects, improve outreach strategies, and increase engagement with potential customers. The Individual - Confident initiating outbound conversations with business leaders - Strong written and verbal communication skills - Comfortable working with CRM systems such as Salesforce, HubSpot, or similar platforms - Highly organized and detail-oriented with the ability to manage multiple outreach activities and prospect interactions - Self-motivated and goal-driven with a proactive approach to prospecting and sales support - Resilient and persistent when engaging new prospects and navigating rejection - Experience with outbound prospecting and early-stage sales engagement preferred - Familiarity with sales prospecting tools such as LinkedIn Sales Navigator, Apollo, or ZoomInfo is a plus Qualifications - 1–2 years of experience in sales development, lead generation, telemarketing, or a similar customer-facing role All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship. If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101. Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.