- Organize and run a weekly meeting to discuss the Lead Generation efforts going on at Hazeltree- Help support the implementation of the Hazeltree Salesforce instance and tech stack (ZoomInfo, Gong, and Preqin)- Use databases such as ZoomInfo, Preqin, and PitchBook to help find information on prospects and contacts -Maintain and organize Leadfeeder to allocate leads hitting our website to HT Sales Reps-Assisted with the onboarding Hazeltree SDRs and expansion of the program-Helped manage the relationship between Hazeltree SDRs and Sales Reps

- Help with Business/Sales Development at Hazeltree via cold emailing and calling

- Create Dashboards in Excel by extracting data on certain/specific types of Credit Unions using the Peer to Peer database in the Callahan Portal to compare and contrast the data found- Use the Callahan Portal to create Peer Groups of Credit Unions to be analyzed (for example; All Credit Unions in New Jersey)

- Assisted customers with their checkout and if needed to carry cases to their cars- Responsible for stocking the liquor section of the store and helped customers with any questions when it came to buying certain types of alcohol

- Edited newsletters sent by team members from the offices in India - Updated Excel dashboards using a Bloomberg Terminal