Josh Roth

Fun Facts most others can't say:
- Part of two exits on the same day (June 16 2021): WalkMe’s IPO ($WKME) & SDRDefenders acquisition by Pavilion
- Have made over 100,000 cold calls in my IC career
- Have had and exceeded a $1m NL quota (all outbound sourced)
- Never missed a yearly revenue quota as an IC

What I'm proud of:
- Hit all my numbers (ARR, budget, churn, Gross S&M Efficiency) in my tenure at Pipefy
- President's Club 2023 (for hitting roll-up org number in '22)
- Top Revenue Leader Award (presented at Lob’s RKO in July 2022)
- WalkMe's Top-performing BDR Leader FY 2020 (presented at SKO 2021)
- Named one of Demandbase's top 50 sales leaders to learn from (September 2022)
- Named to AA-ISP's Top 25 Sales Leaders in 2020 through a nomination process of my peers

Please shoot me a message on LinkedIn (be specific in your message please), I look forward to connecting with you!

My motto: A river cuts through rock not with its power but with its persistence

Investor

Acquired by Pavilion.

We are creating a community of individuals, leaders, organizations, and cultures that support various Sales roles through curated content and insights while providing hands-on coaching from vetted mentors to achieve their long-term career aspirations

Find more here: https://www.joinpavilion.com/welcome-sdr-defenders

Elliott Garcia

Daily SDR Content | Lifetime Student | Espresso Please! | Story Teller | Community Influencer | Bilingual | Theater Nerd |

WELCOME 👓

What started as a coffee shop conversation that pulled me into SaaS turned into a career built around one thing: creating high-quality conversations that convert into real outcomes.

Today, I work as a Senior Sales Development Specialist, owning the full outbound motion across B2C channels for Annuity Association. My focus is simple but disciplined, connecting retirees and pre-retirees with fiduciary advisors who help them make confident, informed decisions about lifetime income, asset protection, and long-term financial security.

At Annuity Association, we help clients avoid common retirement pitfalls by building plans that include:
• Predictable income guaranteed for life
• Safe growth with no market risk
• Long-term care solutions
• Thoughtful legacy planning

My role sits at the front of that experience driving relevant, trust-based conversations through phone, email, and multi-touch outreach that respects the consumer while delivering a consistent pipeline for advisors.

Before moving fully into this role, I led and scaled SDR teams and founded TopMountaineer, a full-cycle outbound firm built from the ground up. That experience sharpened every part of my outbound skill set, including ICP development, messaging, call frameworks, sequencing, objection handling, and conversion optimization across both B2B and B2C environments.

I’m known for:
• Veteran-level outbound execution across channels
• Building trust quickly in high-consideration, consumer conversations
• Translating complex financial concepts into clear next steps
• Creating repeatable, ethical pipeline at scale

I enjoy connecting with sales leaders, outbound practitioners, and operators who care about quality conversations, disciplined execution, and long-term value creation.

-ELLIOTT

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Josh Roth

Elliott Garcia

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