• Lead initial outreach to targeted accounts in a designated territory • Generate a sales pipeline for the organization • Communicate daily with engineering roles and senior executives • Develop effective account penetration strategies and tactics • Run custom lead nurturing programs • Generate well-qualified customer leads • Maintain a comprehensive salesforce • Take responsibility for key activity metrics: Phone calls, email cadences and LinkedIn networking

• Create a lasting and positive first impression of Donorbox for our prospects • Become an expert at articulating our value proposition • Create successful cold calling and email campaigns targeting new prospects • Partner with our account executive team to help generate meetings, build a sales pipeline, and drive deals • Discover new leads through internet research and social media monitoring/messaging, using tools such as LinkedIn Navigator, CauseIQ, nonprofit conferences, IRS database etc. and other avenues of lead generation • Manage prospecting status, data integrity, and forecasting in HubSpot • Identifying champions and key stakeholders within target accounts • Meet all key performance metrics and goals on a weekly and monthly basis

• Managing a prospecting pipeline, funneling through the existing pipeline, and adding new accounts to their process daily. • Successfully penetrate Beans key accounts, generating interest from key stakeholders about the Beans solution. • Schedule appointments to discuss the Beans solution with potential customers. • Professionally represent the Beans brand and solution in a customer-facing role. • Assist the enterprise AE team in prospecting and other early funnel stage activities.

• Conduct cold calls and outbound prospecting via emails and social media to generate qualified leads in the financial services industry. • Set up meetings with financial advisors, wealth managers, CFOs, and other decision-makers within the finance space. • Understand the specific needs and challenges of financial clients and communicate how our solutions can address them. • Maintain a pipeline of leads and update CRM records with accurate client information. • Collaborate closely with the sales team to refine outreach strategies and ensure alignment with overall company goals. • Meet and exceed monthly quotas for meetings set and qualified leads generated.