This role is responsible for systematically identifying, contacting, qualifying, and converting prospective wealth management firms into Sales Accepted Leads through disciplined multi-channel outreach — including cold calling, email sequences, and LinkedIn engagement. The Outbound Prospecting Representative also re-engages recycled and dormant leads that have gone cold in the pipeline, converting stale opportunities into fresh qualified meetings.
Unlike the Target Account Development Representative (which focuses on strategic, high-touch enterprise outbound with deep industry knowledge), this role operates as a systematized volume layer targeting StratiFi's broader SME market of ~15,000 independent wealth management firms.
Success is measured at three levels: the daily inputs you execute, the meetings you generate, and the qualified pipeline those meetings produce.
Key Accountabilities:
Execute 1,500+ outbound activities per month (calls, emails, LinkedIn touches) across cold and recycled prospect lists
Generate 15+ qualified meetings per month for Account Executives through disciplined multi-channel prospecting
Convert 50%+ of held meetings into Sales Accepted Leads (SALs) through rigorous pre-meeting qualification
Re-engage recycled and dormant pipeline leads through systematic outreach sequences
Maintain accurate, real-time CRM records of all prospecting activity and pipeline status in HubSpot
Contribute frontline feedback to continuously improve outbound messaging, sequences, and targeting