• Develop strong content knowledge of the healthcare industry • Research potential prospects • Create a strategic outreach plan with Vice President of Sales to target prospective customers • Cold call and email to schedule meetings and conference calls. • Identify and target prospective ED Medical Directors, CMOs, and other healthcare executives through strategic planning and execution • Communicate with prospective customers including chief health care executives using creative outreach methods via email and phone • Achieve weekly, monthly and quarterly goals through scheduling of meetings and appointments for Vice President of Sales with prospective customers • Prepare background material and market research in preparation for all sales meetings and appointments • Manage post-sales meeting follow up such as scheduling follow up calls and assisting with the new customer sales process • Maintain internal database to track key performance metrics and sales and marketing activities • Own calendaring, logistics and administrative responsibilities for all pieces of the sales process for the Vice President of Sales • Manage special projects as necessary

• Develop and execute targeted outbound campaigns via email, phone, and social selling to connect with key decision-makers. • Generate a pipeline of qualified opportunities and consistently schedule meetings for your Account Executive. • Embrace high-volume outreach to build momentum and achieve results, including 70+ dials daily. • Master the Eulerity value proposition and become an expert at articulating how we solve challenges for multi-location and franchise businesses. • Quickly and professionally handle objections while maintaining a strong follow-up process with all prospective customers.

• Identify and research ideal nonprofit prospects using tools like LinkedIn, HubSpot, and other databases • Conduct outbound outreach via email, phone, and social channels to connect with potential clients • Qualify inbound leads and schedule discovery calls for Account Executives • Collaborate with the marketing team to support campaign execution and lead nurturing • Maintain accurate and up-to-date records in our CRM (HubSpot) • Continuously optimize outreach strategies based on performance metrics and feedback • Stay informed about Givebutter's features, customer stories, and the nonprofit fundraising space

There is no deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active. Location: US Remote. You must maintain a work schedule aligned with Eastern Standard Time (EST) hours Salary: $60,000 base | $95,000 OTE Visas : We are unable to sponsor work visas for this role, and to be considered, you must be authorized to work in the United States. Interview Schedule: 30-minute initial call with the hiring manager, and up to three 30-minute calls with key stakeholders of the role, followed by an offer pending references. The estimated interview time commitment is 2-3 hours. Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process. About Us: We're Zocks, an AI-based platform changing the world of financial services. Our platform helps Financial Service professionals better serve their clients, save time, and accelerate their business. We use AI to bridge human conversations with business systems, saving hundreds of hours per year for our customers. We are venture-capital backed, and our founding team has experience from leading technology companies like eMoney Advisor, Riskalyze, Microsoft, Twilio, Ustream (acquired by IBM), and Hearsay Systems. Why we’re hiring for this role: We’re growing extremely quickly and need sharp, energetic people to fuel the top of our sales funnel. The SDR is the first point of contact for many prospects—you’ll be responsible for engaging them, sparking their curiosity, and booking meetings that lead to big opportunities. If you’re ambitious, goal-driven, and thrive on creating momentum, this role is your launchpad into a high-impact sales career at Zocks. What You’ll Do: Execute outbound prospecting through calls, emails, and social platforms. Research target accounts and identify decision-makers. Set qualified meetings for Account Executives. Manage and track outreach activities in the SalesLoft and Salesforce. Collaborate with Marketing and Sales to improve messaging and processes. Consistently hit and exceed monthly pipeline creation targets This role involves occasional travel to regional and national industry events. Qualifications: