Serve as the primary point of contact for prospective clients, establishing trust through consultative conversations and communicating Allworth's value proposition.
Drive organic growth by executing high-volume outreach, managing objections, and advancing qualified opportunities to the external sales team.
Maintain accurate CRM data and collaborate with sales leadership to improve processes and achieve team goals.
Allworth Financial is an independent investment advisory firm providing holistic wealth planning solutions across investment, tax, retirement, and estate planning. The firm is a high-growth, private equity-backed multibranch RIA with a 97% client retention rate and top 15 Barron's ranking.
Lead and develop a territory squad of 6-8 field account executives and sales support.
Own the territory revenue plan, including forecast accuracy, pipeline coverage, and quota attainment.
Drive consultative, value-based selling of Custom, Configurable, and Standard components.
MISUMI Americas, a division of MISUMI Group, provides standard, configurable, and custom manufacturing solutions through a digital manufacturing platform. The company operates in the San Francisco Bay Area and Chicago, with a culture centered on respect, honesty, collaboration, and growth.
Own the strategy, growth, and P&L for Toptal's Industrial Products & Services business across key industry verticals.
Lead enterprise client acquisition and expansion, personally driving executive conversations, proposals, and negotiations.
Build and coach a high-performing commercial team, maintain a credible forecast, and execute a focused business plan.
Toptal connects businesses with a global network of elite freelancers and provides consulting, managed services, and AI-based talent solutions. It is a fast-paced, rapidly growing company that values individual performance and flexible remote work.
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.
Build and run AI agents for B2B lead generation, covering signal detection, buying committee intelligence, multichannel outreach.
Own end-to-end outbound: CRM integration, personalization, objection handling, and optimization.
Work directly with C-suite; deliver qualified enterprise meetings and measurable conversion gains.
PlanITROI turns retired technology into financial value for enterprise organizations through IT lifecycle management, repair, refurbishment, and secure IT Asset Disposition (ITAD). Recognized in Gartner's ITAD Market Guide and an IAITAM Platinum Sponsor, the company emphasizes reuse before recycling to extend device life.
Design and document foundational go-to-market playbooks for enterprise sales, iterating based on live prospect feedback.
Act as a strategic partner with marketing leadership and external advisors, traveling to events to engage prospects.
Analyze market data to identify PBM opportunities and design targeted campaigns to capture market share.
SmithRx is a venture-backed health-tech company disrupting the pharmacy benefit management sector with a next-generation drug acquisition platform. It has onboarded hundreds of thousands of members since 2016 and maintains a mission-driven, collaborative culture.
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.
Own the P&L and scale the Home Services business end-to-end across HVAC, heat pumps, generators, roofing, and more.
Lead go-to-market strategy across dealer channels, OEMs, and inside sales to drive growth and operational efficiency.
Partner cross-functionally to launch new products and build scalable platform tooling for a seamless customer experience.
Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. The company serves hundreds of thousands of homeowners across 30+ states and fosters a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
Build new portfolios of business clients through merchant services and funding.
Manage negotiation, presentation, and business development for clients.
Hit key target metrics including revenue, volume, conversion percentages, and monthly quotas.
Kapitus is a direct lender and marketplace that provides small business financing solutions. The company is fast-paced, and teammates are self-directed with an internal motivation to do the right thing.
Architect and operate scalable campaign systems across inbound, outbound, tier, and expansion pipeline sources.
Build ICP-aligned targeted lists, launch end-to-end outbound campaigns, and improve MQL to SQL conversion.
Use AI and automation to scale personalization, track conversion metrics, and ensure clean hand-offs to BDRs and AEs.
Procurify is an agentic procurement platform that helps mid-market organizations get complete control over their spend. Trusted by hundreds of companies managing over $100B in spend, it is a remote-first, builder-driven team that moves fast, thinks big, and supports each other.