• 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.

• This is a remote part-time sales development and support role. • You will be responsible for day-to-day tasks that include supporting the sales and operations team in performing market analysis and customer research. • Researching and compiling contact lists based on the client’s ICP using Apollo and LinkedIn Sales Navigator. • Sending emails and using the product to create custom reports for customers and trial members. • Conduct a thorough market analysis to identify trends and opportunities that support the sales team. • Perform in-depth customer research to understand target demographics and needs. • Utilize Apollo and LinkedIn Sales Navigator to research and compile contact lists based on the client's Ideal Customer Profile (ICP). • Draft and send targeted emails to prospects and customers to facilitate engagement and support sales efforts. • Use the product to create and deliver custom reports for customers and trial members, enhancing their experience and providing valuable insights. • Collaborate with the sales and operations team to streamline processes and improve overall efficiency. • Maintain and update databases to ensure accurate and accessible information for the sales team.

• Lead Generation: Utilize platforms like Apollo and CRM tools to identify and qualify healthcare decision-makers. • Appointment Setting: Reach out to healthcare professionals to schedule meetings via calls and emails. • Data Enrichment: Enhance lead data and pinpoint the right contacts within healthcare organizations. • Healthcare Sales Expertise: Develop and maintain a strong understanding of the company’s healthcare offerings to effectively communicate with professionals. • Follow-Up & Rescheduling: Ensure missed appointments are promptly rescheduled. • Collaboration: Work with internal teams to align on strategies and goals. • Inbound & Outbound calling: Conduct cold calling and warm calling to potential clients

- Make approximately 45 outbound calls per day to set appointments for our Account Executives for pre-employment services; - Conduct approximately 45 communication outreach touchpoints via social media and email per day to build rapport for future sales; - Set 8-10 appointments per month for the Account Executives; - Initiate communication through outreach via email, LinkedIn, Vidyard, videos, text messaging, and phone calls to build rapport for future sales; - Research prospective clients and pre-call planning; - Manage pipeline through CRM Salesforce; - Responsible for educating and developing prospects leading to hand-off to the Account Executive team; - Drive attendance for webinars and live seminars set meetings for conferences; - Collaborate with sales and marketing team members on strategic sales approach; - Ensure successful follow-through of the sales cycle by maintaining accurate activity and lead qualification information in CRM application; - Perform other duties as assigned. ***Lead Responsibility:*** - Daily standup with SDRs to set the day agenda and provide team and company updates, training, etc; - Regular meetings with sales leadership to review SDR team successes and challenges - Provide coaching and support for the SDR Team to help maximize performance; - Ensure company policies are followed and oversee the daily activities and performance of the sales team; - Ensure that SDRs use sales technologies, such as CRM and LinkedIn, correctly; - Conduct Quality Assurance for outbound calls, discoveries, and demos; - Answer questions from agents and prospects as needed; - Understand our ideal customers and how they relate to our products; - Communicate monthly to the Sales Manager regarding strengths, weaknesses, opportunities, and threats to the SDR team; - Achieve metrics that are adjusted to the position to ensure time for managerial duties.