• Own prospect identification, segmentation, prioritization, and outreach across named accounts based on segment attractiveness, buying intent, relationship access, fit with Zeta’s capabilities, and likelihood of conversion • Open doors and establish trusted access to decision makers, sponsors, and influencers across banks, regulated financial institutions, program managers, fintechs, processors, networks, consultants, and other ecosystem participants • Build & nurture qualified pipeline that meets clear standards including named prospect, named buyer or sponsor, documented use case, estimated annual contract value, and next meeting or decision milestone scheduled • Drive the full deal journey for assigned opportunities spanning discovery, qualification, solution framing, pitching, pricing inputs, business case development, stakeholder mapping, procurement support, contracting support, and deal closure • Anchor pre-sales engagements in partnership with the sales engineering team to create & deliver demos, POCs, tabletop-exercises, solution workshops, discovery sessions, and other impactful formats that generate traction with clients • Support contracting, client onboarding, and early account activation to ensure a clean handoff from signed opportunity to delivery, implementation, and long-term account ownership • Participate in events and industry fora to acquire leads, drive visibility, and awareness of Zeta’s offerings & solutions • Maintain rigorous deal discipline through accurate CRM hygiene, weekly pipeline reviews, opportunity plans, stakeholder maps, next-step tracking, forecast updates and more • Contribute market intelligence, buyer feedback, competitor insights, pricing signals, and product input to help refine Zeta’s proposition, right to play, and right to win in this segment

Role Description The Service Delivery Representative is responsible for ensuring a positive customer experience through the effective orchestration of tasks associated with implementing a service. Responsibilities include: - Guiding customers through the Lumen implementation process for new orders. - Serving as the single point of contact for the duration of each implementation for all updates. - Coordinating internal resources to meet customer want dates. Qualifications - Sound inter-personal skills – ability to work within a team environment and drive critical situations. - Demonstrated analytical and problem-solving skills. - Strong written, oral, and presentation skills – ability to lead client meetings with key senior personnel and adapt communication style to the audience. - Effective coordination of internal resources to accomplish key milestones. - Working knowledge of Lumen internal departments, process flows, product offerings, systems, portal, and customer satisfaction initiatives. - Excellent time management skills – ability to set priorities and multitask as necessary. - Ability to make sound decisions – balancing logic with data. - Proficient in Microsoft Office programs. - Associate’s degree or equivalent experience. Requirements - PMP training – seeking project management related certification. - ITIL V2 / V3 knowledge – seeking V3 certification. - Competency in one or more technical areas. Benefits - Comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks. - Support for physical, mental, emotional, and financial wellbeing.

• The SDR/BDR professional will be responsible for directly driving the company's demand generation by conducting active prospecting, qualifying leads, and creating commercial opportunities. • This PJ (contractor) position plays a strategic role in CRM7's commercial growth and offers strong potential for professional development within consultative sales, business, and digital transformation areas.

• Identify and qualify new opportunities for our sales organization. • Work with the Sales team to develop inbound and outbound campaigns from idea generation through to qualified call. • Develop strong sales and product knowledge and interact with IT and business decision-makers via telephone, video, LinkedIn, and email. • Update lead and prospect activity in Salesforce to ensure effective lead management. • Set qualified introductory meetings for the Sales team. • Nurture early phase opportunities for future pipeline potential. • Exceed monthly and quarterly opportunity quota. • Build strong relationships with our marketing team and Account Executives, where we pull together to maximize the win for our business. • Invest in your self-development, focusing on the skills and attributes that will make you successful in your core role and get you set for future success.