Generates new business opportunities for an AI accounting platform by building prospect lists, conducting outbound outreach, qualifying prospects, scheduling product demos, tracking activity in Salesforce, and collaborating with Account Executives, Marketing, and Sales Management. The role requires audit or accounting experience and offers a pathway into sales.

Generate new business opportunities through prospecting, outbound calls, emails, social media, referrals, and inbound leads. Build relationships with CFO-office stakeholders, understand client challenges, qualify prospects, schedule product demos for Account Executives, meet activity targets, document work in Salesforce, and collaborate with sales, marketing, and management teams.