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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing partner relationships and sales pipelines, with a strong focus on outbound prospecting and effective communication. Proficient in utilizing CRM tools and analyzing operational reporting to drive engagement and meet sales targets.
Highest-signal resume keywords
Sales Development ExperiencePipeline ManagementCRM ProficiencyOutbound ProspectingPartner Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline DevelopmentLead GenerationMeeting CoordinationOperational ReportingMarket Research
Soft Skills
Clear CommunicationEffective OrganizationHigh OwnershipAdaptabilityCollaboration
Tools & Technologies
SalesforceLinkedIn Sales NavigatorZoomInfoGong
Industry Keywords
PayrollHCMPEOFintechEarned Wage Access
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Follow up with event attendees and manage the events-to-demo pipeline
- Advance prospects from event attendance through scheduled and completed demos
- Reduce lead leakage caused by the channel team's travel schedule
- Write handoff briefs for Partner Sales
- Respond to and triage inbound partner inquiries
- Route inquiries to the appropriate owner across channel and Express
- Contact Express partners who opted out and work to convert them to Precision
- Conduct outbound prospecting to build net-new partner opportunities
- Map payroll, HCM, PEO, and broker landscapes to identify high-value targets
- Research prospective partners' client bases, integrations, and existing EWA relationships
- Articulate Tapcheck's value and handle early-stage objections
- Maintain and improve internal and partner-facing operational reporting
- Track outreach performance, meetings booked, and partner-sourced pipeline
- Test messaging and sequences to improve results
- Share market and competitive insights with Sales, Marketing, and Product
- Drive engagement with SMB accounts within larger partners such as ADP Instant Activation
- Report to the Director of Partnerships and collaborate with Partner Sales and the Express team
Requirements
What you’ll need- 1+ years in a sales development, business development, or partner-facing outbound role
- Built and worked a pipeline from first outreach through a scheduled meeting or demo
- Consistently met or exceeded activity and meeting targets
- Managed high-volume inbound and outbound activity
- Clear and professional communication with prospects and partners over email, phone, and in person
- High degree of ownership in a fast-paced, high-growth environment
- Effective organization amid ambiguity and shifting priorities
- Must already possess the right to work in the United States without employment-based visa sponsorship now or in the future
- Channel, partnerships, or platform-ecosystem sales experience preferred
- CRM and pipeline-tracking tools such as Salesforce preferred
- Prospecting and sales engagement tools such as LinkedIn Sales Navigator, ZoomInfo, or Gong preferred
- Exposure to payroll, HRIS, HCM, WFM, or ERP ecosystems preferred
- Exposure to earned wage access, fintech, or payments preferred
- Conference or industry event support experience preferred
- Interest in growing into a full Partner Sales role preferred
Benefits
Comp & perks- Flexible PTO with no accrual caps
- 10 paid holidays, including Christmas Eve and New Year's Eve
- Medical coverage through Blue Cross Blue Shield of Texas, with PPO and HDHP options
- HSA-eligible plan with employer contribution
- Dental and vision coverage through MetLife
- FSA
- Basic Life/AD&D insurance
- Employee Assistance Program (EAP)
- 401(k) with 100% match up to 3% of salary, eligible after 90 days
- Mission-driven work focused on financial wellness
- Values-driven team culture
- Professional and personal growth opportunities
