Acknowledge incoming referrals and set initial client meetings to support regional sales leadership.
Process leads in company systems and coordinate with central support teams on sales activity.
Execute multiple projects with high attention to detail, including plan proposals and deliverable completion.
Wealth Enhancement is an independent wealth management firm specializing in personalized financial planning and investment management. The company serves over 90,000 households from more than 175 offices nationwide, with a culture focused on team-based processes and attentive service.
Engage warm leads through high-volume outbound dials and consultative one-call or two-call closes.
Own your pipeline of 20-200+ active leads, efficiently managing follow-ups to maximize conversions.
Balance empathy and direction to guide clients through sensitive financial decisions while crushing sales metrics.
Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving with personalized financial solutions. We have over 2,500 employees across the US and foster a culture of impact, belonging, and well-being.
Conduct high-volume outbound calls to educate small business owners on Yelp advertising programs and overcome objections.
Manage a pipeline of clients using Salesforce, tailor solutions to their needs, and close deals to meet monthly quotas.
Track daily metrics and work collaboratively in a remote team environment to consistently exceed goals.
Yelp connects people with great local businesses through reviews and advertising solutions. As a large, publicly traded company, it fosters a diverse and inclusive culture focused on helping local businesses grow.
Manage inbound leads for bridge and rental clients, educating and developing leads through phone, email, and events.
Make 80 to 100 dials daily to identify and qualify leads, separating Market Qualified Leads from Qualified Leads.
Support pre-sales by serving as the first touch point for prospects, setting the tone for the sales cycle.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, they have won multiple awards including Forbes Fintech 50 and Fast Company's Most Innovative Companies.
Conduct 120-200 calls per day to prior customers seeking additional capital.
Assist past clients with new financing applications via phone, email, and text.
Identify client needs and align them with appropriate product offerings.
Five Star Solutions is a fast-paced, high-growth INC 5000 company that provides financial products to business owners. It values diversity and is committed to a professional, diverse workforce.
Own the full sales cycle for individual programs, from prospecting through closing.
Develop and convert opportunities from existing databases and cold outbound campaigns targeting finance professionals.
Coordinate with enterprise sales, marketing, and demand generation to refine messaging and sales playbook.
Wall Street Prep is a leading provider of financial training solutions to top investment banks, private equity firms, corporations, and universities. Founded in 2004, the company is fast-growing and profitable, with a culture focused on teamwork, integrity, and accountability.
Partner with Inside Executives to develop and execute strategic account outreach plans that drive new business acquisition and pipeline growth.
Research target accounts and key decision-makers to create personalized, multi-channel prospecting campaigns that generate meetings.
Collaborate with Marketing and Demand Generation teams to leverage campaigns, nurture prospects, and maximize lead conversion opportunities.
TransUnion is a global information and insights company that makes trust possible by ensuring each person is reliably represented in the marketplace. With over 12,000 associates in more than 30 countries, we foster a culture of diversity, innovation, and professional growth.
Work closely with Sales Managers and Directors to set sales meetings and prospect for new business.
Develop relationships with key decision-makers and report on account activity.
Meet or exceed sales objectives and perform outbound calls to identify opportunities.
Voltus is a leading platform connecting distributed energy resources to electricity markets, delivering sustainable electricity. They are in a significant growth stage and emphasize a culture of diversity, equity, and inclusion.
Own day-to-day prospecting, lead qualification, and opportunity development for Network & Security services.
Conduct high-volume outbound and inbound sales calls to build pipeline and advance deals through close.
Maintain accurate CRM records and coordinate with technical teams to align solutions to customer needs.
Vantage Point Solutions is a technology-driven engineering and consulting firm serving the broadband, power, and financial industries. Founded in 2002, the company fosters a culture of teamwork, respect, and commitment with a good mix of camaraderie and fun.
Proactively reach out to potential clients through cold calling, social platforms, emails, and networking events.
Present and articulate the value proposition of BPO services with enthusiasm and professionalism.
Meet and exceed sales targets, contributing to overall revenue growth of the company.
Ann Grogan & Associates has been a leader in executive recruiting since 1981. The office is highly professional and productive, fostering a collaborative culture.
Drive revenue growth through high-volume outbound outreach to warm leads.
Master objection-handling and sales execution to consistently meet and exceed weekly conversion targets.
Partner with sales leadership to refine outreach scripts and sharpen conversion strategies.
Koala Health disrupts pet healthcare by making medication simple, delightful, and accessible. As a fast-growing startup with a remote-first culture, we are building the next generation of pet care solutions and celebrating big wins together.
Master fintech products and the home improvement industry through comprehensive training.
Travel extensively within your territory to meet contractors face-to-face and build trust.
Lead outbound prospecting, cold-calling, and networking to sign new contractor partners.
Thrive Financial partners with home improvement contractors nationwide by delivering fast, flexible fintech financing solutions. They are a remote-first, high-growth company building a sales organization that values ownership, execution, and long-term relationships.
Conduct outbound prospecting via cold calls, emails, and social media to generate qualified leads.
Research and identify potential customers using tools like ZoomInfo, LinkedIn, and CRM software.
Set up meetings between qualified prospects and the sales team while maintaining accurate records in NetSuite.
EBSCO Information Services delivers a fully optimized research experience, seamlessly integrated with a powerful discovery platform to support the information needs of end-users. Headquartered in Ipswich, MA, the company employs more than 2,700 people worldwide, embracing hybrid and remote work models with a culture of innovation and forward-thinking.
Act as first point of contact for prospective homebuyers, managing online and phone inquiries to qualify leads and schedule appointments.
Collaborate with marketing, sales, and operations teams to enhance customer experience and drive qualified traffic to communities.
Maintain accurate records in CRM and provide support for digital marketing initiatives and sales team efforts.
Sekisui House U.S. builds homes under brands like SHAWOOD and Richmond American, leveraging over 60 years of global experience. With 2.6 million homes built, they foster a culture of teamwork, health, and work-life balance.
Handle inbound calls and warm leads to convert prospects into policyholders.
Use sales expertise to consult customers on insurance needs and match coverages.
Represent the Liberty brand with integrity and a customer-centric focus.
Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. With a large workforce and a culture focused on inclusion and professional development, they offer comprehensive benefits and flexible work arrangements.
Make outbound cold calls and engage with prospects across multiple channels.
Manage leads in CRM and execute cold email and LinkedIn outreach campaigns.
Track prospect engagement and collaborate with the internal team.
Wing is a company that helps businesses build world-class teams and automate operations, offering remote assistant services. They emphasize a supportive, inclusive culture with opportunities for growth and a fun work environment.
Generate outbound interest through a consistent daily cadence of calls, emails, and social touches to prospects within target accounts.
Qualify and book meetings that convert into qualified opportunities in partnership with the Account Executive team.
Use sales technology stack (Salesforce, Outreach, Nooks, etc.) to research accounts, execute outreach, and maintain accurate pipeline records.
Rootstock Software is a worldwide provider of cloud ERP on the Salesforce Cloud Platform, serving manufacturing, distribution, and supply chain organizations. The company fosters a supportive culture with competitive compensation, work-life balance, and a focus on team collaboration.
Identify decision makers within targeted leads to begin the sales process.
Penetrate all targeted accounts and radiate sales from within the client base.
Collaborate with Sales Supervisor and Account Managers to determine strategic sales approaches.
Netsync Network Solutions is a minority-owned, value-added reseller (VAR) specializing in collaboration, data center, cloud, network infrastructure, and security solutions. The company emphasizes integrity, vision, and passion in its team, fostering a culture of high energy and collaboration.