• Conduct outbound prospecting via cold calling, email, and LinkedIn to identify, qualify, and engage potential leads. • Schedule and coordinate discovery calls, managing calendar invites and ensuring seamless communication between leads and the team. • Maintain precise data integrity by logging all outreach activities, updating internal trackers, and generating pipeline reports. • Manage email correspondence and follow-ups with prospects, clients, and team members to ensure no request is missed. • Organize and maintain sales materials, documentation, and administrative files within Google Drive for quick team access. • Support the team with market research, document preparation, and other administrative tasks to continuously optimize the sales process.

• Research target employers and identify the right decision-makers within the ICP (ideal customer profile). • Build and execute multi-touch outreach sequences, continuously testing messaging to improve response and conversion rates. • Generate qualified pipeline by prospecting into target accounts through cold calls, personalized emails, and LinkedIn outreach. This role includes a daily cold call minimum. • Respond quickly to inbound leads from marketing campaigns, content, and events. • Book qualified meetings for Account Executives and ensure smooth handoffs with strong context. • Consistently meet or exceed monthly targets for qualified meetings completed. • Maintain disciplined CRM hygiene in HubSpot. Log activity in real time, keep contact and company records accurate. • Stay current on the employee benefits and financial wellbeing landscape. • Use AI tools in your day-to-day work.

• Participate in pipeline reviews and account strategy sessions. • Develop a regular cadence with field sales to execute pipeline and account penetration strategies. • Utilize email and phone strategies to drive prospect attendance at Arity sales and marketing events. • Responsible for setting meetings with decision-makers across sales verticals.

• Turn inbound and outbound leads into qualified Gameplan Sessions that actually take place. • Qualify leads and schedule sessions with senior finance decision-makers. • Call every inbound lead within five minutes. • Maintain a steady outbound cadence via phone, email, and LinkedIn. • Log every outcome in the CRM (GoHighLevel). • Use AI to research accounts and refine messaging. • Own your activity metrics for outreach attempts and follow-ups.