- Research target employers and identify the right decision-makers within the ICP
- Build and execute multi-touch outreach sequences
- Generate qualified pipeline through cold calls, emails, and LinkedIn
- Respond quickly to inbound leads
- Book qualified meetings for Account Executives
- Maintain disciplined CRM hygiene in HubSpot
- Stay current on employee benefits and financial wellbeing landscape
- Use AI tools in daily work
Lead GenerationCRMHubSpot