• Partner closely with Account Executives to develop an ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals • Provide baseline research and intelligence within target accounts to identify key contacts and critical account information • Prospect into target accounts via cold-calling, outbound prospecting, networking, email, e-marketing, campaigns, and social outreach • Qualify leads and contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline • Learn and demonstrate a fundamental understanding of Workiva’s Platform and clearly articulate its capabilities and advantages to decision makers • Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, Customer Relationship Management (CRM) maintenance, correspondence, and communications) • Drive attendance to various events (webinar, conferences, etc.), and provide post-event follow-up • Develop and maintain a current understanding of Workiva’s latest product offerings, and competitive product/market knowledge • Meets or exceeds quarterly, monthly, or quarterly goals and metrics

• Your primary responsibility will be outbound calling and appointment setting. • Advancing leads through the sales pipeline. • Setting up sales qualified appointments. • Effectively communicating our company's services. • Building and nurturing relationships with prospective clients. • Gathering relevant information about clients. • Providing prospective clients with comprehensive knowledge about our products and services to demonstrate value and benefits. • Keeping up a stellar performance by meeting department KPIs and SLAs.

Virtual Representative About the Role: Nuvant is hiring Virtual Representatives to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step. Core Responsibilities - Initiate outbound calls, emails, and messages to potential clients - Respond promptly to inbound inquiries and guide clients through initial questions - Engage in conversations to uncover client needs and goals - Clearly explain service offerings and recommend next steps - Schedule follow-up calls or connect clients with the right team members - Log interactions and maintain accurate notes in our CRM Qualifications - High school diploma or college degree preferred - Confident, friendly communicator who thrives in a client-facing environment - Organized and comfortable working in a work from home setting - A people-first approach with strong listening and follow-up skills - Previous experience in sales, appointment setting, or client-facing role a plus What We Offer - Competitive base salary plus performance-based bonuses and incentives. - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. - Flexibility with structured support - Opportunities for advancement with a growing company - A team culture that values professionalism and performance

• Perform initial screening of inbound leads, assessing each contact's potential to ensure only the most qualified advance in the sales pipeline • Reach out to leads quickly and assertively, providing an excellent initial experience and increasing conversion chances • Document all interactions in the CRM, ensuring the team has complete, up-to-date information on each lead • Collaborate closely with the sales team to ensure qualified leads are prepared for the closing process • Monitor performance KPIs and recommend continuous improvements to lead qualification and engagement processes • Collect feedback from leads and share insights with marketing and sales teams to optimize acquisition and outreach • Stay informed about developments in the financial sector and product updates, ensuring effective and accurate communication with leads.