• Design and implement a cold calling function from scratch, including scripts, objection handling frameworks, and call structures tailored to the insurance industry • Define and document workflows, SOPs, and handoff processes between prospecting and the closing call with agency leadership • Identify, evaluate, and work with lead generation vendors or build lead lists independently • Establish performance benchmarks and KPIs for the function, including activity and conversion metrics • Conduct high-volume cold calling as the primary outreach channel, targeting both personal and commercial prospects • Build and manage lead lists using vendor-supplied data, LinkedIn, and research tools • Qualify prospects based on insurance needs, current coverage, and likelihood to engage • Gather preliminary underwriting information and copies of current policies when prospects are willing to share prior to the closing meeting • Recommend and assist with implementing the outbound technology stack, including dialers, call tracking systems, CRM workflows, and data tools • Book qualified meetings directly on the leadership calendar, ensuring timing works for the prospect • Implement processes that support strong meeting show-up rates • Nurture warm leads through consistent follow-up, including calls, emails, and reminders • Maintain clean and accurate records in the agency CRM and Excel-based tracking sheets during the ramp-up phase • Define, track, and report on daily and weekly outreach metrics and pipeline performance • Continuously refine scripts, messaging, and targeting based on performance data and leadership feedback • Support the recruitment, onboarding, and coaching of junior BDRs once the outbound function becomes stable and scalable • Help define and refine Ideal Customer Profiles (ICPs) for both personal and commercial insurance prospects • Identify high-probability customer segments and buyer personas within the target market.

• Position software solutions successfully in the market • Acquire customers and actively drive revenue growth • Strategically position our software product in the market • Identify new business opportunities and close strategically important deals • Build lasting customer relationships • Work closely with product management, sales, and development

• Responsible for identifying and pursuing new business opportunities within the hyperscalers and colocation segments. • Build and maintain relationships with key stakeholders. • Understand client needs and drive revenue growth through strategic partnerships and sales initiatives. • Conduct market research to identify trends, opportunities, and potential clients. • Collaborate with internal teams to develop compelling value propositions and solutions. • Prepare and present business proposals, including pricing strategies, service offerings, and value propositions. • Support sales pipeline, track progress, and forecast revenue. • Work closely with technical, product, and support teams to ensure seamless delivery of solutions. • Prepare regular reports on business development activities, pipeline status, and revenue projections.

• Develop and implement the B2B SaaS sales strategy • Identify new market opportunities and build relationships with key decision-makers • Own the entire sales cycle from prospecting to closing • Build and mentor the sales team • Collaborate with Marketing, Product, and Customer Success