• Execute high-volume outbound prospecting via cold calls, emails, and LinkedIn outreach • Identify and qualify leads within target markets and ICP (Ideal Customer Profile) • Book qualified meetings and demos for Account Executives • Manage and track leads using CRM tools (e.g., Salesforce, HubSpot) • Personalize outreach messaging to increase engagement and conversion rates • Collaborate with marketing and sales teams to optimize lead generation strategies • Consistently meet or exceed monthly quotas for meetings and pipeline generation • Maintain accurate records of all activities and interactions in the CRM

• Active identification of new business opportunities through structured market research using tools such as Sales Navigator, ZoomInfo, Demandbase and LinkedIn • Targeted, account-based outbound prospecting with personalized outreach strategies following modern B2B best practices • Scheduling qualified meetings, calls and demos for Account Executives and handing over opportunities • Meeting defined monthly pipeline targets and outbound KPIs • Building solid product and industry knowledge through self-study and shadowing • Representing TraceGains at events, webinars and marketing activities as a brand ambassador • Understanding relevant buyer personas and tailoring outreach to stakeholders in Quality, R&D, Procurement, Regulatory and Supply Chain • Supporting campaign execution by providing market and sales feedback to improve lead quality and conversion • Confident handling of inbound and outbound lead flows, re-engagement strategies and funnel stages

• Outbound Sales & Lead Generation • Cleanse and build target lists by sector, size, and persona. • Conduct high‑volume cold calling to open conversations and book meetings. • Follow structured phone + email cadences with basic personalisation. • Qualify leads (need, authority, timing, fit) and hand over cleanly. • Confirm meeting logistics and complete pre‑call briefs. • Log all calls, notes, and data accurately in HubSpot. • Nurture older leads and reactivate prospects. • Research sector or service line specific opportunities, such as property service charges or changes in Making Tax Digital reporting to suggest targeted outbound campaigns. • Filter, triage, and respond to inbound web enquiries, ensuring timely follow‑up and directing genuine opportunities to the appropriate colleague. • Enrich and validate target list data using online research, LinkedIn, Companies House and company sources to improve accuracy, segmentation, and conversion rates. • Maintain CRM data quality, including updating records, completing missing fields, and managing duplicates to ensure sales visibility. • Track simple pipeline and activity metrics, including meetings booked, show rates, lead progress, and ageing—highlighting risks or gaps proactively. • Support the preparation and execution of outbound campaigns, including organising segmented lead lists and updating activity reports. • Assist with post‑meeting admin, such as updating deal stages, confirming attendance, and ensuring smooth handover to senior colleagues. • Monitor warm leads and inbound channels (web forms, referrals, email enquiries), ensuring nothing is missed and responses are managed in a timely manner.

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown. - Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave. - Our robust insurance plan includes: - Medical with $0 co-pay Telehealth plan - Dental - Vision - Health Savings Account (HSA) with generous employer contributions - Flexible Spending Accounts (FSA) - Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage - Company-paid Short & Long Term Disability coverage - Company-paid Employee Assistance Program (EAP) - Matching 401(k) with immediate full vesting - On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role We are seeking a strategic, high-performing Business Development Representative -Player/Coach to lead our expansion into the Mid-Market and Enterprise sectors. This is a critical leadership-track role for a professional who can navigate complex sales cycles while pioneering the use of AI-driven methodologies to increase efficiency and personalization and operating in a remote first environment. You will be responsible for penetrating high-value enterprise targets (i.e., Wealth Management firms, Banks, Wirehouses, Independent Broker Dealers, etc.) while simultaneously coaching a team of BDRs to master the art of enterprise prospecting. Compensation This position offers a base salary range of $80k -$100K based on experience, plus the opportunity to earn commissions. Primary Responsibilities & Expectations - Orchestrate a sophisticated Account-Based Marketing (ABM) framework to penetrate high-value Mid-Market and Enterprise organizations. You will map complex buying committees and execute multi-threaded campaigns that align FMG’s solutions with specific corporate objectives. - Utilize AI writing and research tools to generate highly personalized outreach for C-level executives at scale, moving beyond generic templates. - Lead discovery calls focused on enterprise ROI, digital transformation, and how FMG solves the marketing and compliance hurdles unique to large financial firms. - Expertly navigate and maintain our core internal tech stack; including HubSpot, LinkedIn Sales Navigator, and WeConnect, while testing emerging AI tools to help automate administrative tasks and manual research. - Maintain a personal quota of qualified enterprise opportunities while testing and validating new AI-driven sales outreach tactics. - Develop opportunities through prospecting, email promotions & follow up on leads. - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Leadership & Coaching - Build, train, and mentor a team of BDR’s (1-2 to start which will grow over time) focused on advanced prospecting techniques, using AI tools for collaboration. - Conduct weekly 1:1s and coaching sessions with the team, focusing on AI-assisted research and multi-channel prospecting techniques. - Monitor team KPIs (conversion rates and meeting quality) to provide actionable feedback and improve pipeline velocity. - Build and grow team over team as business expands with vision to move into a full time BDR leadership position as enterprise sales expand. Skills and Qualifications - Enterprise Sales Experience: 3+ years in Business Development or Sales, with a proven track record of prospecting into Mid-Market or Enterprise organizations (SaaS preferred). - Deep understanding of the financial services landscape, including the regulatory hurdles faced by enterprise-level firms. - Exceptional ability to articulate a complex value proposition to C-Suite and VP-level stakeholders. - Demonstrated experience using AI-driven sales engagement tools, or automated research agents to enhance sales performance. - A continuous learner who stays updated on the latest AI sales trends and can translate them into practical team workflows. - Prior experience as a Team Lead or Senior BDR with a passion for mentoring others in modern, tech-enabled sales techniques. - Advanced proficiency in HubSpot and LinkedIn Sales Navigator. - Self starter and resourceful individual who can drive results in a virtual team environment. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/