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Identify and qualify outbound sales opportunities, build account profiles, conduct outreach (calls/emails), set meetings, maintain Salesforce, meet monthly qualified-opportunity quotas, learn product suite and industry trends, and travel to client meetings and conferences.

Follow up inbound leads and execute high-volume outbound outreach to qualify buyers, book showroom visits and virtual tours, and create qualified opportunities for Account Executives. Maintain CRM hygiene, track activity, and collaborate with AEs while receiving mentorship. Performance measured by meetings booked, tours delivered, opportunities created, and revenue generated.

Lead outbound prospecting to build pipeline: create targeted prospect lists, execute and iterate email/phone/LinkedIn campaigns, maintain CRM hygiene, track outreach, hit pipeline targets (100 qualified leads/quarter), and partner with leadership to refine go-to-market messaging and processes.

Conduct outbound prospecting and research to schedule discovery calls for account executives, develop relationships within banks and credit unions, manage CRM data (Salesforce Lightning/High Velocity Sales), meet daily activity quotas, identify strategic prospects, learn product and market, and travel up to 15% for company events.

Instructor-led, intensive sales training that teaches outbound prospecting, closing frameworks, and real sales scenarios. Provides coaching, networking with SaaS hiring partners, career support, and a fast-track pathway into full-time SDR roles and promotion to Account Executive.