High volume outbound prospecting (80+ calls per day) to present Wealthbox and qualify prospects.
Collaborate with Account Executives to develop prospecting strategies and convert leads to opportunities.
Exceed weekly, monthly, and quarterly quotas for pipeline generation and scheduled meetings.
Wealthbox is the #1 CRM software platform for financial advisors, used by tens of thousands of advisors and their teams. We're a fast-growing company building AI-powered software advisors actually want to use.
Own the full sales cycle for enterprise prospects, from outreach to close, including demos, POCs, and negotiations.
Build and advance relationships with C-suite and operational buyers such as CTOs, COOs, and VPs.
Lead coordinated team selling with Solutions Engineering, Product, and Relationship Management.
Wealthbox is the #1 CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it daily, and it's a fast-growing team building AI-powered software.
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.
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.
Participate in approximately 8–12 client meetings per day once fully ramped, managing a high-volume pipeline of inbound opportunities.
Guide prospects through the sales process from initial engagement through onboarding, building trust-based relationships.
Leverage CRM, communication, and planning technologies to manage workflows efficiently and improve conversion rates.
PCM Encore is a wealth management and family office platform focused on helping clients evaluate and access comprehensive financial services. It is a rapidly growing national acquisition platform with a remote team and direct access to founders and executive leadership.
Research and identify target accounts using various tools and resources to build a robust prospect list.
Initiate outreach through cold calls, emails, and social media to generate interest and qualify leads.
Maintain accurate records of prospect interactions and pipeline status in our CRM.
Customer.io helps teams send smarter, more relevant messages using real-time behavioral data, serving over 9,000 companies. We're a culture of empathy, transparency, responsibility, and a little awkwardness, committed to taking great care of our people.
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.
Build and manage a pipeline of high-value enterprise accounts, combining outbound prospecting with land-and-expand strategies.
Conduct discovery calls to understand client needs and deliver tailored solutions that drive measurable business outcomes.
Collaborate with cross-functional teams to ensure a seamless customer experience while consistently exceeding sales targets.
Hightouch is a composable customer data platform (CDP) that enables companies to activate customer data from their own warehouse for marketing personalization and AI-driven decisioning. The company is Series D-funded at a $2.75B valuation, backed by leading investors, and maintains a remote-first culture focused on impact, speed, and compassion.
Prospect and build sales pipeline through 100+ cold calls per day
Use discovery questions and active listening to convey value and schedule product demonstrations
Actively manage your pipeline, keep data accurate, and collaborate with your manager to improve the sales process
Brightwheel is the largest, fastest growing early education platform, serving millions of educators and families in a $175B market. It is a three-time Cloud 100 company backed by top investors, with a passionate, customer-focused team distributed across US time zones.
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.
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.
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.
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.
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.
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.
Conduct high-volume outbound cold calling to CPA firms, accounting practices, and law firms.
Qualify prospects, navigate gatekeepers, and schedule sales meetings with decision-makers.
Track activities in HubSpot and collaborate with the sales team to boost conversion.
360 Legal provides online legal and business solutions, including Quoin Compliance's business formation and entity compliance services. It is an established company with a remote, performance-driven culture and a growing family of brands.
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.
Generate outbound interest through calls, emails, and LinkedIn to target accounts.
Qualify and book meetings that convert into qualified opportunities with Account Executives.
Use Salesforce, Outreach, and other tools to research accounts and maintain 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 offers a flexible, modern system and an amazing, supportive team, with customers across North America, Europe, and Asia Pacific.
Hit and exceed monthly quota by generating qualified opportunities.
Collaborate with Sales and Marketing teams to deliver new business opportunities.
Accurately forecast weekly and monthly performance and collaborate with AEs on outbound efforts.
Cortex is an Engineering Operations Platform that helps engineering organizations improve operational maturity and reduce developer friction. We are a fully remote team of ~80 passionate individuals backed by $60M in Series C funding, building a product developers love.
Drive top-of-funnel pipeline through high-volume cold outbound across phone, email, and LinkedIn.
Book qualified intro meetings with care management leaders at health systems across the country.
Collaborate with BD teammates to refine messaging, targeting, and outreach strategy.
Headway is building a new mental healthcare system by automating insurance admin for therapists and enabling providers to run their practice. A Series D company with $325M+ funding, it supports over 75,000 providers across all 50 states and serves over 1 million patients.