Job Overview

The Sales & Partnerships Associate supports revenue growth across our carrier pricing ecosystem by processing RFP responses, generating outbound engagement with warm leads, and prospecting new partners. This role combines operational execution with active sales development through outbound calling and partner recruitment. You will target key SMB customer personas and priority verticals, including SLED and rural healthcare. The ideal candidate will manage multiple workstreams to drive account acquisition and maintain strong CRM data hygiene.

Schedule: Mon-Fri, flexible schedule during client business hours, EST (25 hrs per week)

Responsibilities

1. RFP Response Processing
• Process and manage incoming RFP requests through the Ecosystem platform for
carrier pricing
• Gather, validate, and input pricing data accurately and within required turnaround
windows
• Coordinate with carrier partners and internal stakeholders to ensure competitive,
complete responses
• Track RFP status and maintain accurate records within the Ecosystem platform/CRM
• Flag pricing discrepancies, missing data, or delays to the appropriate team promptly

2. Outbound Calling — Warm Lead Development
• Make outbound calls to warm leads across key SMB customer personas

• Manage vertical-specific outreach for two priority segments:
o SLED (State, Local, and Education)
o Rural Healthcare
• Qualify leads, assess needs, and move prospects through the sales pipeline toward RFP
submission or account acquisition
• Maintain accurate, up-to-date records of all call activity, outcomes, and follow-ups in the
CRM
• Follow persona-specific talk tracks and messaging tailored to each vertical's needs and
pain points

3. Partner Prospecting — AdvisorsIQ
• Identify and prospect potential partners for acquisition into the Opex AdvisorsIQ partner
ecosystem
• Conduct outbound outreach (calls, email, or other channels) to introduce the AdvisorsIQ partner program and value proposition
• Qualify partner prospects based on fit criteria (e.g., book of business, vertical focus,
market presence)
• Schedule and coordinate introductory calls or meetings between qualified prospects and the partnerships team
• Track partner pipeline activity and outcomes in the CRM

Must-Have Requirements

• Prior experience in outbound sales, SDR/BDR, or lead generation — phone-heavy experience strongly preferred
• Comfortable making a high volume of outbound calls daily
• Experience with RFP processing, carrier/telecom pricing, or similar operational/sales-support work a plus
• Familiarity with SLED and/or Healthcare vertical sales cycles a plus
• Strong CRM hygiene and attention to detail
• Clear, professional phone communication — this role requires calling into the US market, so voice clarity and comfort with US business communication norms are essential
• Self-directed and comfortable managing multiple workstreams (RFP processing + outbound calling + partner prospecting) within a part-time schedule

Independent Contractor Perks

Permanent work from home

Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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