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Lead FP&A activities including budgeting, forecasting, financial modeling, reporting, and variance analysis. Provide actionable insights to business leaders, prepare materials for leadership and Board, partner with cross-functional teams, drive process improvements, perform ad-hoc analyses, and mentor junior analysts.

The BDR builds outbound pipeline through prospecting (cold calling, email, social), qualifies decision-makers, schedules demos for account executives, logs CRM activity, and meets KPIs. Acts as a brand ambassador and supports team performance while developing SaaS sales expertise.

The BDR builds outbound pipeline and generates new business by prospecting via phone, email, and social tools, qualifying decision-makers, scheduling demos for account executives, and meeting KPI targets while serving as a brand ambassador for Diligent's SaaS products.

Manage a 70–90 account Small Business portfolio, own end-to-end renewals, drive retention and net dollar retention through cross-sell/upsell, monitor account health, coordinate with implementation and support, maintain CRM data, and meet renewal and revenue targets.