Role Description Everything Virtual Assistant (EVA) is looking for a driven and experienced Inside Sales Agent with a strong background in business funding or financial services. In this role, you will be the first point of contact for business owners actively seeking funding solutions. You will handle outbound calls, SMS, and email outreach, qualify leads, and book appointments or live transfers with funding advisors. This role is ideal for sales professionals who understand business lending, move with urgency, and can confidently speak with business owners about funding options. - Execute outbound cold calls and SMS campaigns to business owners seeking working capital, expansion funding, or equipment financing - Qualify leads based on credit profile, revenue, and time in business - Follow up with warm and inbound leads to book funding appointments or live transfers - Maintain accurate notes, tags, and follow ups in GoHighLevel CRM - Meet daily KPIs for call volume, conversations, and appointments booked - Represent EVA and our clients with professionalism, confidence, and urgency Qualifications - Minimum of 2 years experience in inside sales, cold calling, or appointment setting - Direct experience in business funding, lending, or financial services is required - Strong English communication skills, both verbal and written - Comfortable with high volume outreach including 100 plus calls per day, SMS, and email - CRM experience required, with GoHighLevel as a strong advantage - Reliable internet connection, computer, headset, and quiet work environment - Self motivated, disciplined, and consistent Requirements - Hourly rate of $6 to $9, based on experience and performance - Performance based bonuses for appointments booked and funding conversions - 30 to 40 hours per week - Monday to Friday schedule Benefits - Work with established funding campaigns and qualified leads - Long term remote opportunity with stable clients - Supportive team with clear KPIs and structured processes

Role Description We are seeking a motivated and customer-focused Inside Sale Representative - promotional products to join their team. This role is responsible for building strong client relationships, managing accounts, and ensuring customer satisfaction while driving sales growth. Key Responsibilities - Serve as the primary contact for all matters related to assigned accounts or territories. - Build and maintain long-term, positive relationships with clients. - Ensure timely and successful delivery of products and services that align with client needs and company objectives. - Maintain comprehensive knowledge of accounts and contacts within your territory. - Update and manage customer data in the CRM system. - Meet or exceed assigned revenue goals. - Make a minimum of 30 outbound calls per day to engage with clients and prospects. - Create and send targeted email campaigns and promotional blasts on a weekly or biweekly basis. - Respond to all customer emails within one hour or less. - Handle inbound customer calls and inquiries professionally. - Become a subject matter expert on the clients products, pricing, and decoration methods. - Provide proactive and reactive recommendations to customers for products and projects. - Create and deliver virtual product presentations tailored to client needs. - Follow up on all leads, opportunities, sample requests, and projects. - Enter and manage sample requests. - Resolve customer issues and escalate challenges when necessary. - Identify opportunities for upselling and cross-selling. - Provide backup support to fellow team members as needed. Qualifications - Minimum 2 years of experience in inside sales or a similar customer-facing role. - Strong communication and influencing skills, with the ability to engage stakeholders at all levels. - Proven track record of delivering customer-centric solutions. - Experience with CRM and ERP systems. - Excellent organizational skills and attention to detail; able to manage multiple projects simultaneously. - Strong listening, negotiation, and presentation abilities. - Effective verbal and written communication skills. - Minimum of 2 years of completed college coursework; a degree is preferred. - Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, and Access. - Ability to compile and interpret sales reports. - Prior experience in the promotional products industry is required. Benefits - Remote Position - Salary: $1,150 USD Monthly + Uncapped Commission Structure - This position offers a competitive base salary with a highly competitive, uncapped commission structure designed to reward performance and growth. - Top performers have the opportunity to earn 2x–3x their base salary, with substantial upside for consistently exceeding sales targets.

• Sell Advarra products and services to customers and prospects in assigned segment • Manage a pipeline from initial discovery to contract signature • Achieve booking, revenue, and profit objectives within assigned account territories • Identify sales opportunities through daily prospecting • Qualify opportunities and efficiently leverage Advarra resources • Consistent attainment of booking, revenue, and profit targets within assigned territory • Daily prospecting efforts via various methods to build pipeline • Directly responsible for closing sales transactions with clients and prospects • Collaborate with the Contracts & Legal team to organize mutual NDAs, MSAs, etc. • Partner with Advarra’s Service & Solution Sales Teams to support pipeline progression • Collaborate with the marketing and sales teams to follow up on leads • Deliver compelling presentations and product demonstrations virtually • Maintain and update contact, account and opportunity data within company systems • Provide exceptional customer service and build strong, long-term client relationships • Prepare and deliver accurate sales reports and forecasts to management

• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service. • Build trusted advisor relationships with key operational leaders at client organizations. • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities. • Strategically focused on ensuring the overall success and retention of Optimal Blue clients. • Serves as a subject matter partner for clients utilizing Optimal Blue PPE, with a strong understanding of pricing, eligibility and workflow configuration. • Drives PPE adoption by identifying underutilized features, configuration gaps, and workflow inefficiencies. • Partners with clients to align PPE usage with business objectives but does not perform day-to-day client system administration or client support. • Monitors and assesses the health of client relationships through data, leading indicators, and direct engagement. • Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client account. • Own forecasting and prioritization for client renewals within assigned accounts. • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services. • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships. • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests. • Planning and executing webinars and virtual events to educate and engage customers using data driven insights to inform and organized tracking to maximize attendance and impact. • Heavy use of technology and automation tools (e.g., CRM, marketing automation, customer success platforms etc.) to streamline workflows and deliver client communications at scale. • Create referenceable customers through case studies, reference calls, and speaking engagements. • Stay informed about new release changes, new products, and industry trends. • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).