Source Job

• Create new business opportunities and build relationships with financial institutions.
• Manage named accounts and develop account plans for winning and expanding business.
• Forecast accurately and manage complex sales campaigns from introduction to closure.

SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut. They have 27,000+ employees in 35 countries, serving 20,000 organizations from large enterprises to small and mid-market firms.

• Identify and prospect new business opportunities through outbound outreach including email, phone, LinkedIn, and events.
• Collaborate with marketing to develop targeted campaigns and maintain accurate records in CRM systems.
• Support sales team in pipeline development and strategic account planning while exceeding weekly and monthly sales metrics.

Spaulding Ridge is an advisory and IT implementation firm that helps global organizations gain financial clarity in sales, operations, and financial management. The company emphasizes strong relationships with clients, partners, and the global community, fostering a culture of trust and belonging.

• Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
• Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
• Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.

Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.

• Identify and develop potential clients through prospecting and cold outreach.
• Own the full sales cycle, from prospecting to closing, providing consultative solutions.
• Collaborate with leadership to research strategies for generating more revenue.

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. It reaches over 59 million people monthly, has earned recognition on the Inc. 5000 and Deloitte Fast 500 lists, and is valued at over $1 billion.

• Drive growth by engaging potential clients through strategic outbound outreach via email, phone, and social media.
• Qualify leads and schedule meetings for Account Executives, building momentum for successful partnerships.
• Use sales tools like Salesforce, Gong, and LinkedIn to track conversations and consistently hit revenue-driving KPIs.

Boulevard provides a client experience platform for appointment-based self-care businesses like salons and spas. Founded in 2016, it is a growing company with a culture that values diversity, experimentation, and collaboration.

• Generate and qualify leads through outbound outreach and inbound follow-up.
• Build and manage a pipeline of opportunities to support sales targets.
• Collaborate with Sales and Marketing on target accounts and campaigns.

Coface helps companies navigate uncertainty with trade credit insurance, business information, and debt collection. Our 5,200 experts across 58 countries foster a collaborative, inclusive culture focused on learning and growth.

• Support senior originators with pipeline management, client meetings, and deal preparation while learning loan structuring and underwriting.
• Develop your own pipeline through prospecting, outreach, networking, and referral generation within the real estate investment community.
• Build client relationships as a responsive point of contact throughout the loan lifecycle, from deal analysis to closing.

This role is listed on behalf of a partner company that manages all applications and next steps. The company offers a fast-growing, performance-driven environment with strong mentorship and structured pathways.

• Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
• Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
• Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.

AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.

• Prospect and identify potential clients through research and outreach via cold calling, email, social media, and other channels.
• Conduct outbound calls to educate prospects about Employer of Record services and schedule meetings or demos for the sales team.
• Collaborate with the sales and marketing teams to develop lead generation strategies and maintain accurate CRM records.

G-P operates a SaaS-based Global Employment Platform that enables clients to expand into over 180 countries quickly and efficiently. They are a remote-first company with diverse teams that foster flexibility, innovation, and a culture where every contribution is valued.

• Manage the full sales cycle from prospecting to close, including demos, trials, and negotiations.
• Maintain deep product knowledge and collaborate with Channel Managers and Partners within your territory.
• Consistently exceed quarterly sales quotas and provide feedback to hardware and engineering teams.

Rhombus provides a centralized platform combining intelligent cameras, sensors, and AI analytics to improve safety and operations for organizations. Founded in 2016 and backed by industry veterans and investors, the company has solid product-market fit and a growing team focused on physical security.

• Own outbound prospecting and build multi-touch sequences across email, phone, LinkedIn, and video to generate qualified pipeline.
• Run initial discovery calls to understand prospect needs, qualify using MEDDIC, and hand off to Account Executives with detailed documentation.
• Collaborate with Account Executives, Product, and Marketing to align on target accounts, messaging, and campaign follow-up.

Wikimedia Enterprise is the commercial data platform of the Wikimedia Foundation—the nonprofit behind Wikipedia projects. The foundation is a remote-first organization with staff in over 40 countries, committed to diversity, equity, and free knowledge.

• Execute high-volume outbound prospecting campaigns using cold calls, emails, and LinkedIn sequences targeting fire and EMS agencies.
• Manage inbound leads from demos, webinars, and chats, ensuring rapid response and qualification.
• Collaborate with Account Executives to align on territory strategy and book qualified sales meetings.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They operate with a focus on efficiency and objectivity in the recruitment process, offering personalized matching for job seekers.

• Develop industry and location-based accounts and set quality appointments for Account Executives.
• Manage account lists, strategize outreach via emails, calls, and social prospecting, and maintain a sales pipeline.
• Collaborate with marketing and sales leadership, maintaining in-depth product knowledge and a learning mindset.

Experian is a global data and technology company, powering opportunities for people and businesses worldwide. With 25,200 employees across 32 countries, we invest in advanced technologies and have a people-first, inclusive culture.

• Scout, build, and maintain strategic referral partnerships that generate a consistent pipeline of new clients.
• Own the full sales cycle: prospecting, partnership calls, discovery meetings, proposals, and close.
• Attend industry events and collaborate with marketing and the accounting advisory team to move leads through the funnel.

Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to small and mid-size businesses and nonprofits across the US. It is a woman-led company, rated a top workplace by the Delaware News Journal and featured on the Inc. 5000 list of fastest-growing companies.

• Connect with clients over phone and Zoom to help families find the right life insurance coverage.
• Work warm inbound leads plus outbound opportunities to build income faster.
• Manage your own schedule while hitting consistent daily production goals.

Meron Financial Agency helps families find life insurance coverage through a remote, performance-based career model. They are expanding their remote team and seek self-motivated agents to build a career from home with a proven system and warm leads.

• Collaborate with the Sales team to identify strategic accounts and prioritize outbound plays.
• Take ownership of Marketing leads to build interest and book qualified meetings with Sales.
• Establish new business relationships with potential customers and hand off to sales executives.

Bluesight creates groundbreaking solutions to increase efficiency, safety and visibility for health systems, hospital pharmacy, and pharmaceutical manufacturers. It is a high growth healthcare IT company with a start-up vibe and over 3,000 customers.

• Engage with inbound leads to provide compliant information and guide homeowners through the application process.
• Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
• Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.

Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.

• Drive new business acquisition through a pure outbound sales motion, owning the full funnel from prospecting to close.
• Build and manage a self-sourced outbound pipeline, using parallel dialers, email, and targeted campaigns to engage SMB owners.
• Maintain high daily activity metrics, CRM discipline, and continuously refine messaging and pitch strategy.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They process applications and share top-fitting shortlists with employers, ensuring a streamlined hiring process.

• Research and identify prospective clients using CRM, social media, and sales intelligence tools.
• Execute outbound campaigns to introduce Sodexo's InReach convenience solutions and build client relationships.
• Maintain accurate CRM records and align pipeline activities with target revenue goals.

Sodexo improves quality of life through food service, catering, facilities management, and integrated solutions worldwide. With a corporate staff, the company values diversity and inclusion, fostering an environment where employees are respected and heard.

• Provide regional support to the Regional Sales Manager and Territory Managers, assisting in closing opportunities and building relationships.
• Manage CRM data in Salesforce.com, analyze reports, and identify key buying influencers to grow the sales pipeline.
• Demonstrate strong communication and client service skills while handling multiple projects and meeting quotas.

FUJIFILM Sonosite develops point-of-care ultrasound technology for healthcare, from NICUs to emergency rooms. As part of Fujifilm, we have over 70,000 employees globally and are driven by our purpose of giving our world more smiles.