- Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn
- Prospect into SMB owners, tax professionals, realtors, and service-based businesses
- Qualify leads based on credit, revenue, and intent
- Book high-quality strategy calls for the sales team
- Execute aggressive follow-up on aged and inbound leads
- Conduct social engagement and direct message outreach on Instagram and LinkedIn
- Support light content execution, including posting, commenting, and replying
- Manage and maintain pipeline within CRM (HubSpot or equivalent)
- Track activity and performance metrics consistently
- Develop skills to grow into a full closing role
Lead GenerationCRMHubSpot