Conduct outbound prospecting and qualify leads via phone, email, and LinkedIn. Educate marketing teams on Everflow, update HubSpot CRM, set appointments, and hand off qualified opportunities to Account Executives. Provide excellent prospect/customer service and shadow AEs to develop sales skills.

Manage full lifecycle of client payments for Everflow Pay, including onboarding, support, training, process improvement, helpdesk and documentation. Execute payment cycles using platforms like Tipalti and Veem, identify expansion opportunities, provide client feedback, and evangelize product features to drive adoption and revenue.