• Generate qualified pipeline for the Sales team through outbound prospecting and inbound lead coverage • Own the first stage of the sales cycle and book high-quality discovery meetings that convert into revenue • Execute daily outbound prospecting across email, phone, and LinkedIn • Maintain consistent activity volume and disciplined follow-up • Research accounts, identify targets, and personalize outreach • Partner with AEs on account planning, focus, and strategy • Respond quickly to inbound leads • Qualify interest, confirm fit, and schedule discovery meetings • Keep all activity, notes, and stages accurate in Salesforce • Run early discovery to confirm need, timing, and intent • Transition meetings to AEs with full context • Protect meeting quality and maintain strong conversion rates and key deliverables

Role Description This is not a junior appointment-setting role. We are looking for a senior, commercially mature BDM who can personally generate and qualify pipeline in the initial phase, while also helping design the repeatable sales infrastructure required to scale the function over time. The person must be hands-on in the first 3-6 months. We do not want someone who only manages others or only expects inbound leads. They need to make calls, run LinkedIn outreach, send emails, qualify prospects, and book high-quality meetings. At the same time, they need to be senior enough to qualify opportunities properly before they reach leadership. We do not want a high volume of weak appointments creating a bottleneck. Key Responsibilities - Build targeted prospect lists across New Zealand and Australia. - Generate outbound pipeline for Salesforce services and CRM / BI. - Run outbound calls, LinkedIn outreach, and email campaigns. - Qualify leads before involving leadership. - Conduct initial discovery conversations with prospects. - Identify genuine business pain, budget potential, urgency, decision makers, and fit. - Book qualified meetings with the right stakeholders. - Maintain accurate CRM records and pipeline hygiene. - Help define scripts, outreach messaging, objection handling, and qualification criteria. - Provide weekly reporting on activities, conversations, qualified opportunities, and pipeline progress. - Work directly with leadership to refine the go-to-market motion. - Help define the future hiring profile for SDR or appointment-setting roles once the motion is proven. Qualifications - Senior B2B sales or business development experience. - Experience selling technology, SaaS, CRM, ERP, Salesforce, data, AI, consulting, or professional services. - Strong spoken English suitable for NZ and AU executive conversations. - Ability to hold credible conversations with CEOs, CFOs, Heads of Sales, Operations Managers, IT leaders, and business owners. - Strong qualification discipline. - Confidence making outbound calls. - Strong email and LinkedIn outreach capability. - Strong CRM discipline. - Ability to work independently and report clearly. - Commercial maturity and resilience.

• Own the full cycle from cold prospect to closed engagement. • Self-source pipeline through high-volume outbound communications. • Lead conversations with decision-makers. • Build recurring revenue (MRR and ARR).

• Accelerate SMB Lending growth: You will manage and grow a portfolio of high-revenue SMB lending partnerships and serve as the primary point of contact for operational success and revenue growth for a multi-million dollar portfolio of lending partners. • New partner onboarding: You will be the primary point of contact for new partnerships, managing their onboarding experience to ensure a successful integration and performance ramp. • Performance reporting: You will regularly monitor and analyze partner performance, preparing and delivering insights and performance performance reports for business reviews meetings with partners and internal stakeholders. • Identify and pitch growth opportunities: You will leverage your analytical skills to identify partnership growth opportunities and strategic initiatives. You will pitch growth opportunities to partners by highlighting qualitative and quantitative insights and leading negotiations. • Ensure cross-functional alignment : Maintain collaboration and stakeholder execution with Product, Sales, and Engineering, ensuring smooth and efficient execution of partnership initiatives and campaigns.