• Work every qualified lead — inbound and outbound — toward a clear next step • Run multi-touch follow-up sequences and refine them based on actual conversion data • Build and maintain the SDR and BDR playbook from scratch • Increase meeting generation and reduce stalled leads • Collaborate closely with Account Executives for smooth handoff into discovery • Feed structured insight back to marketing on lead quality, objections, and messaging gaps • Track and report on core metrics: speed to first touch, MQL-to-meeting rate

• Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn. • Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations. • Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences. • Qualify inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline, engaging prospects to uncover needs before scheduling discovery meetings for Account Executives. • Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting. • Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps. • Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting. • Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked. • Review your own metrics regularly and refine your approach based on what the data tells you. • Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape. • Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy.

• Lead and develop a high-performing team of SDRs. • Hire the best talent in the industry. Shape development programs for career progression to keep talent engagement and doing great work at Kong. • Maintain operational rigor across all elements of the business. Drive a predictable business. • Drive a positive and collaborative culture that inspires teamwork and professional growth. • Find a successful balance in a hybrid in-office environment • Create a reporting and feedback loop with stakeholders on team performance, KPIs, customer insights, roadblocks, and pipeline forecasts. • Work within an ecosystem of leaders across Sales, Revenue Operations, Marketing, Customer Success, and Partnership teams to design and execute a go-to-market plan for pipeline generation. • Excel in change management as the company strives to meet critical and aggressive revenue milestones • Maintain a strong pulse on the market. Facilitate a feedback loop between Sales and other departments. • Identify opportunities to innovate. Be a catalyst to positive change.

• Build pipeline through outbound outreach — prospect leads via email, LinkedIn, and phone to consistently meet and exceed quota • Personalize your interactions — leverage Muck Rack’s tools and prospect insights to make outreach timely, relevant, and informed from the first touch • Prospect strategically— develop efficient, creative outreach systems tailored to target accounts, using our systems to identify patterns and prioritize who to contact and when • Plan your day with purpose — lean on AI-assisted workflows to structure your time, stay on top of follow-ups, and keep your pipeline moving without things falling through the cracks • Stay plugged into PR — monitor industry news to surface timely, relevant outreach opportunities • Maintain clean CRM hygiene — keep lead records, activities, and reporting accurate and up to date in Salesforce • Collaborate cross-functionally — partner closely with Account Executives and Marketing to align outreach efforts and drive pipeline growth • Maintain consistent activity standards — execute against outreach expectations across segments while balancing quality personalization with high-volume prospecting