• Conduct outbound calls and emails to prospective clients, primarily Credit Unions and Community Banks. • Qualify & convert: apply ICP to turn raw interest into MQLs and SQLs, then calendar the first discovery/demo call. • Research & personalization: use LinkedIn, websites, press, association directories, and intent/enrichment tools to tailor messages. • Cadence execution: run structured multi-step sequences; A/B test subject lines, call openers, and CTAs; iterate weekly based on data. • Notes & hygiene: capture clean call notes, contacts, buying-center roles, and next steps in CRM; maintain accurate stage and disposition codes. • Partner with AEs/AMs/Marketing: align on target accounts, event follow-ups, and hand-offs that lead to second meetings. • Compliance: operate within TCPA/CAN-SPAM/CASL and internal do-not-call/opt-out policies; respect data privacy for financial institutions. • Stay informed about industry trends, core and digital banking technologies, and the company’s offerings to effectively engage prospects.