Lead Generation Representative

Job Description

REQUIREMENTS

• 3+ years of business-to-business (B2B) sales, business development, or account management experience
• 2+ years of experience utilizing enterprise CRM software (e.g., Salesforce) to manage prospecting and pipeline activities
• 2+ years of experience conducting outbound prospecting, cold outreach, and lead qualification with corporate decision-makers
• Demonstrated track record of achieving or exceeding performance quotas and lead qualification metrics
• Proven solid prospecting and relationship-building skills
• Proven excellent verbal, written, and presentation communication skills
• Demonstrated ability to influence outcomes through collaboration and relationship management

Preferred :

• Experience in the healthcare, employee benefits, financial services, or financial technology (FinTech) industry
• Knowledge of employer health savings and spending accounts (HSA, FSA, HRA) and payment solutions

RESPONSIBILITES

• Identify, target, and qualify prospective business opportunities within the Middle Market employer segment.
• Execute strategic outbound prospecting campaigns via phone, email, professional networks, and digital platforms to engage senior HR, benefits, and financial leadership
• Qualify inbound marketing leads and seamlessly transition high-potential opportunities to Sales Executives
• Build and maintain a solid sales pipeline aligned with segment growth strategies and revenue goals
• Log and manage prospect interactions, outreach metrics, and opportunity stages within Salesforce/CRM
• Conduct market research to understand prospect needs, pain points, and industry trends to tailor value propositions
• Meet or exceed target metrics for outbound contacts, qualified prospect meetings, and pipeline contribution
• Collaborate with Sales Ops, Marketing, Product, and Business Development teams to support lead generation initiatives and strategic growth efforts

Are you interested in this position?

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