Serve as the primary, day-to-day owner of inbound inquiry monitoring and initial qualification
Respond to and engage inbound inquiries that are often cold at first touch via phone, email, and digital outreach
Validate inbound inquiries against segment alignment, service relevance, and opportunity fit using established criteria
Support execution of signal-based and targeted outreach initiatives by managing intake templates, conducting research, validating opportunity context, diligence for pre-reads, and initiating first touch engagement aligned to different market triggers
Prepare concise briefing notes for partners ahead of signal curation calls, introductory meetings, including background, signal context, and potential service alignment
Manage continuous lead intake and follow-up activities across both inbound and targeted channels as a full-time responsibility
Conduct consistent prospect outreach to support timely lead qualification and routing
Participate in pipeline, cadence, signal and lead review meetings as requested
Requirements
Associates or bachelors degree in related discipline
2
3 years of sales experience, ideally in the accounting industry
Proficiency with digital lead generation and management tools
Experience with HubSpot and Microsoft Dynamics (CRM) preferred
A sales or business mindset
Must be proficient with Microsoft Office tools.
Benefits
Remote or hybrid flexibility
Progressive time-off policy
People-first culture focused on growth, trust, and inclusion
Opportunities to build expertise and advance within a fast-growing firm