• Conduct outbound cold calls to a curated list of senior-level IT and operations contacts. • Engage CTOs, CIOs, IT Directors, VPs of IT, and Operations Leaders. • Book qualified discovery meetings directly with the business owner. • Reconfirm all booked meetings the day before scheduled appointments. • Record a concise one-line summary per contact in a shared tracking sheet. • Provide a short weekly recap outlining messaging effectiveness and prospects' insights.

• Execute on outbound activities using the Planful tech stack • Conduct discussions with prospects over the phone to identify and qualify opportunities • Understand finance users’ pain points, gather requirements, and correlate business value to customer needs • Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts • Gain an understanding of the MM industry and the value our solutions provide customers • Achieve quarterly quota • Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined • Update and maintain customer information in Salesforce.com

• 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.