Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.
Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.
Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.
Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and their teams. We're a fast-growing team building AI-powered software that advisors actually want to use.
Build Jump's outbound sales motion and source reliable qualified pipeline every month.
Carry a meetings quota and build a pipeline of $100k ARR each month.
Cold call and email prospects to book meetings, using the latest AI-enabled sales tech.
Jump empowers financial advisors and their clients with an AI assistant for client meetings and workflows. It is an early-stage Series A company launched in 2023, backed by top VCs, with a culture of High Velocity, World Class, and Direct + Kind + No Drama.
Prospect into strategic accounts, pursue marketing and partner-generated leads, and schedule qualified meetings for the sales team.
Communicate Legion’s value proposition, maintain strong product knowledge, and identify key contacts through active calling and emailing.
Maintain accurate lead and activity history in Salesforce while achieving monthly and quarterly quotas.
Legion is a fully remote, mission-driven company that turns hourly jobs into good jobs with its Workforce Management platform, using intelligent automation to maximize labor efficiency and employee engagement. Our team is collaborative, entrepreneurial, and fast-paced, backed by leading investors and recognized as an Inc. 5000 fastest-growing private company.
Outbound calls to share the high quality offerings of the 12twenty platform
Qualify prospects and book demos for the Account Executives
Create email campaigns to evangelize our products and generate leads
12twenty is the leading platform for employers to connect with elite early career professionals. We are a fast-growing organization with a 'no jerks' policy and a team of passionate, intelligent members dedicated to the mission.
Own the top of the funnel: prospect, qualify, and generate opportunities with enterprise-level decision-makers.
Run multi-channel outbound sequences across email, phone, and LinkedIn using AI and sales tools.
Partner closely with an Account Executive to hand off well-qualified opportunities and shape go-to-market strategy.
PeakMetrics is a narrative intelligence platform that protects enterprises and government agencies from social media manipulation and emerging narrative threats through machine learning. As a Series A startup, it offers a remote-first, inclusive culture where team members have real autonomy and opportunities to grow.
Build pipeline with 60-70 cold calls and 50+ emails daily to local government and K-12 prospects.
Book 60+ demos per quarter by coordinating with Account Executives and pitching ClearGov solutions.
Manage prospecting in Salesforce and Gong, follow up on inbound leads, and maintain clean CRM data.
ClearGov builds software for US local governments and school districts to plan, budget, and report finances. Over 2,000 public organizations use the platform, and the team values transparency, empathy, and collaboration.
Prospect into defined target enterprise and commercial real estate accounts to engage key decision-makers.
Execute outbound outreach across phone, email, LinkedIn, video, and other channels using AI-powered workflows.
Generate qualified meetings and pipeline while partnering with Account Managers to refine outbound strategy.
SwiftConnect provides a connected access network that unifies identity and physical access into one seamless experience for commercial real estate and enterprise clients. It is a remote-first, tech-savvy company with an entrepreneurial, problem-solving culture driven by the mission of Effortless Access, Everywhere.
Lead initial conversations with potential clients, sparking interest in Triple Whale.
Engage decision-makers through video, email, and LinkedIn outreach with compelling messaging.
Collaborate with Account Executives to develop prospecting strategies and refine outreach.
Triple Whale is an AI operating system for modern ecommerce, helping brands turn complex data into actionable growth. With over 65,000 brands using the platform, the company fosters a fast-paced, inclusive culture focused on innovation and impact.
Generate and research potential leads through online channels, social media, and industry events.
Conduct high-volume cold calling and outbound prospecting via phone, email, and social media.
Qualify leads, manage CRM records, and schedule meetings for Account Executives.
Opus1 is a SaaS CRM platform for music and performing arts schools, helping them manage, grow, and engage their communities. It is a fast-growing startup passionate about enabling creative education to thrive.
Build pipeline through outbound outreach via email, LinkedIn, and phone to consistently meet and exceed quota.
Personalize interactions with Muck Rack’s tools and prospect insights to make every touch timely and relevant.
Prospect strategically, maintain clean CRM hygiene, and partner with AEs and Marketing to drive pipeline growth.
Muck Rack provides an AI-powered platform that helps communications teams manage media relationships, monitor news and social media, and measure their impact. The company is founder-controlled, growing profitably, and trusted by 3,000+ organizations, with an inclusive, customer-first culture and a fully distributed remote team.
Use a consultative sales approach during outreach to accurately assess the needs of prospective clients.
Cold call and email identified leads to determine if there is a potential need for HopSkipDrive's services.
Utilize Salesforce CRM to manage the sales funnel and meet or exceed SDR quotas.
HopSkipDrive is a leader in safe, fast, and simple supplemental student transportation, connecting kids to highly-vetted caregivers through a marketplace and software for schools. It's a Series D company with over five million rides facilitated, named to the Inc. 5000 and Deloitte's Fast-Growing Technology list.
Research and engage prospects via phone, LinkedIn, and email with relevant outreach.
Travel to industry events, qualify leads, and schedule meetings for Account Executives.
Maintain accurate records in HubSpot and continuously improve messaging and targeting.
Kantiv is a category-defining AI platform built by AEC for AEC, trusted by over 200 influential AEC firms. We are scaling fast and setting the standard in our industry, with a remote-first culture and a focus on empowering our team to succeed.
Prospect and book meetings on target accounts through multi-channel outreach including phone, LinkedIn, and email, with cold calling as the top priority.
Qualify leads and brief Account Executives with pain points, stakeholders, and timeline so they walk into meetings prepared.
Keep HubSpot CRM updated with every call and interaction, and share insights from the field to improve messaging and outbound approach.
Great Question is an all-in-one AI customer research platform that helps teams recruit participants, run research, and share insights. It is a well-funded early-stage startup backed by Y Combinator, with a culture of high trust, high agency, and high emotional intelligence.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.
Engage warm marketing leads via phone, email, and LinkedIn to book demo meetings for our sales team
Progress into outbound prospecting and cold outreach targeting event marketers and companies investing in events
Own first touch, drive pipeline, and maintain accurate CRM records while collaborating with marketing and sales
Popl is defining a new category called In-Person Go-To-Market, helping revenue teams turn real-world interactions into measurable pipeline and revenue. We are a fast-growing, fully remote startup in a hyper-growth phase with a collaborative and inclusive culture.
Hunt for opportunities through strategic outbound prospecting via calls, emails, and social channels.
Tell our story and showcase Builder Prime's value proposition to construction professionals.
Qualify prospects, schedule demos for Account Executives, and own your pipeline from start to finish.
Builder Prime provides software for specialty and replacement home improvement contractors, managing their business from first lead to final payment. They are a remote team of about 75 people backed by Blueprint Equity, with an AI-forward culture and high employee pride.
Generate and qualify new leads through outbound and inbound prospecting.
Build and manage a pipeline of qualified opportunities for sales.
Collaborate with Sales and Marketing and maintain CRM records.
Coface provides trade credit insurance, business information, and debt collection solutions to help companies navigate uncertainty. With 5,200 experts in 58 countries, it fosters a culture of learning, collaboration, and inclusion.
Identify and generate new business opportunities through outbound and inbound sales efforts.
Manage and maintain a pipeline of prospects using CRM software to convert leads into sales opportunities.
Collaborate with Account Executives to set up meetings and support the sales process.
Levanta is a creator affiliate platform for modern e-commerce, connecting brands, creators, and marketplaces through creator discovery and partnership management. With $43M in funding, it's a fast-growing startup that values diversity, inclusion, and every team member's impact.
Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day.
Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional.
Log every touch in HubSpot and track calls, connects, and meetings to sharpen lists and messaging.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver tailored wealth management experiences. Backed by top-tier venture capital firms, the company fosters a collaborative, entrepreneurial culture focused on client and team success.
Prospect and qualify leads through outbound calls, emails, and social selling.
Research school districts and partner with account managers to generate sales opportunities.
Maintain accurate CRM records and support sales presentations to drive pipeline.
Everway builds technology that helps everyone understand and be understood, creating a more neuroinclusive world. They are a global community of over 800 employees with a purposeful, fast-moving culture that values curiosity, courage, and commitment.