Sales Development Representative (Chicago)
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate like EEO, legal, etc. Also remove application instructions. Must preserve all substantive info.
Let's parse the posting:
- "Who We Are" paragraph: description of company. Could be "About the role"? Actually "Who We Are" is about company. Could be placed under "About the role"? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to these headings. "Who We Are" could be "About the role"? Not exactly. But we can treat "Who We Are" as "About the role"? Might be better to have "About the role" section containing description of role and maybe company overview. The instruction says we can include a section only when posting has real specific content for it. So we can include "About the role" with the "Who We Are" and "The Role" paragraphs.
Then responsibilities: bullet list of duties from "What You’ll Do". That's responsibilities.
Requirements: maybe "What You’ll Bring" includes requirements/qualifications. Could split into Requirements and Qualifications and Skills. But we need to decide.
The posting includes: "What You’ll Bring" list of items: degree, hunger to grow, motivation, excitement for goals, strong communication, curiosity, coachability, experience helpful but not required. Those could be qualifications/skills.
Also there is "Compensation Notice" with salary range: that's Pay.
Also "US Employee Benefits" and "MX Employee Benefits": that's Benefits.
Also there is mention of "California", "Colorado", "Massachusetts" legal notices: those are boilerplate legal, should be removed.
Also "Equal Opportunity Employer" boilerplate: remove.
Also "Apptegy champions the thoughtful integration of AI..." that's maybe part of responsibilities? Actually it's a note about AI usage in application. Could be considered a note but maybe not needed. It's not a duty. Could be omitted as it's more about application process. Might be considered boilerplate? It's not EEO but it's about AI generation tools. Might be considered application instruction? It says "Please refrain from using AI generation tools..." That's an instruction to applicants, which we should remove per instruction: remove application instructions. So drop that.
Also "As we seek to understand your individual capabilities..." also instruction.
Thus we keep substantive info: Who we are, The Role, What You’ll Do, What You’ll Bring, Compensation Notice (Pay), Benefits (US and MX). Also maybe schedule? Not mentioned. No schedule info. So we omit Schedule.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. No Job ID.
We must preserve all substantive info; do not invent or summarize away detail.
Let's extract content.
Who We Are paragraph: "At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us."
The Role paragraph: "As a Sales Development Representative at Apptegy, you will create meaningful connections between school leaders and our team. You’ll own high volume, multichannel prospecting across phone, email, video, and conferences, as well as research target accounts to build a healthy pipeline for the sales team. You’ll also be excited to embrace AI as a powerful prospecting partner, using it to uncover insights, sharpen account strategies, personalize outreach, and work smarter. You will work closely with your manager, teammates, and Account Executives to build interest, schedule qualified demos, share prospect insights, and help advance opportunities in your territory. We’re looking for someone who brings curiosity, creativity, and a collaborative spirit to prospecting. You’ll have room to experiment with new ideas, learn quickly, and use feedback to continuously sharpen your approach. Many of our Sales Development Representatives joined Apptegy without prior sales experience, so if you’re ready for a challenge and excited to grow, we encourage you to apply!"
We can combine these into About the role section.
Responsibilities (What You’ll Do): list:
- Execute high-volume, multi-channel prospecting through cold calls, email, and conferences, including approximately 80 dials per day and potentially travel to conferences 1–2 times per month.
- Research accounts, identify pain points and root causes, and determine what will compel a prospect to engage and meet with Apptegy using proven frameworks.
- Generate qualified leads and healthy pipeline while consistently working toward meeting and exceeding quarterly quotas through disciplined execution and personal accountability.
- Partner closely with Account Executives in assigned territories, sharing prospect intelligence and helping advance opportunities.
- Use AI thoughtfully and responsibly to improve account research, personalization, efficiency, and effectiveness.
- Participate actively in call reviews, drills, and coaching; apply feedback quickly, test creative approaches, and adapt based on prospect responses.
- Communicate clearly and proactively with prospects, teammates, Account Executives, and cross-functional partners while contributing to a high-performing team.
These are duties; we can put in
- .
Requirements / Qualifications / Skills: The "What You’ll Bring" list:
- A four-year college degree or comparable continuous work experience with an impressive track record of success.
- Hunger to grow your career and interest in building a long-term career in sales.
- Motivation to work in an intense, high-accountability sales environment and take ownership of your success.
- Excitement for ambitious goals and motivation to meet or exceed quarterly quotas.
- Strong communication skills, a positive attitude, and the ability to collaborate effectively with teammates and cross-functional partners.
- Curiosity and problem-solving ability, with an interest in understanding what matters to a prospect and why they should meet with us.
- Coachability, resilience, and a willingness to apply feedback quickly, challenge yourself, and consistently raise your own bar.
- Experience in outbound prospecting, sales development, customer-facing work, or another high-accountability environment is helpful, but not required.
We could split into Requirements (education, experience) and Skills (communication, curiosity, etc.) but we can also just put all under Requirements or Skills. The instruction says we can have sections like Requirements, Qualifications, Skills. We need to decide based on content. Could create a "Qualifications" section for degree/experience, and a "Skills" section for soft skills. But we must not create empty sections. We have content for both.
Let's define:
- Requirements: "A four-year college degree or comparable continuous work experience with an impressive track record of success." plus maybe "Experience in outbound prospecting, sales development, customer-facing work, or another high-accountability environment is helpful, but not required." That's more like preferred experience.
- Qualifications: maybe "Hunger to grow your career and interest in building a long-term career in sales." etc. But that's more like attributes.
Better to follow typical pattern: Requirements = education/experience; Qualifications = desired traits; Skills = specific abilities. However we have many items overlapping.
Given limited time, we can create a single section "Requirements" containing all items as a list. Or we could create "Qualifications" and "Skills". The instruction says prefer a few substantive sections over many thin ones. So maybe combine into one section "Requirements" (or "Qualifications") that includes all.
But we also have Benefits and Pay sections.
Thus sections:
- About the role (h3) with paragraphs combining Who We Are and The Role.
- Responsibilities (h3) with ul list.
- Requirements (h3) with ul list (What You’ll Bring).
- Benefits (h3) with ul list (US Employee Benefits and MX Employee Benefits). Need to list each benefit item.
- Pay (h3) with p containing compensation notice.
We must not include Schedule.
Now format.
We need to ensure we preserve all substantive info: include the approximate 80 dials per day, travel 1-2 times per month, etc.
Benefits: US Employee Benefits list:
- Comprehensive medical, dental, vision, and life insurance coverage
- Retirement 401(k) with employer match
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
- Mental Health Reimbursement
- Unlimited paid time off, including seasonal (December) company-wide time off
- Paid parental and medical leave
MX Employee Benefits list:
- Private medical insurance for you and your dependents
- Life insurance
- 15 days Aguinaldo
- Vales de Despensa
- Fondo de Ahorro
- Caja de Ahorro
- Flexible paid time off policy
- Paid travel to/from Little Rock, Arkansas for Onboarding.
We need to preserve exactly as written. Ensure we keep punctuation.
Now Pay: "Compensation Notice: The anticipated base salary range for this position is $45,000–$50,000, depending on qualifications, experience, location, and other job related factors."
We can put that in a
.
Now ensure we removed boilerplate: Colorado, Massachusetts, California legal notices, Equal Opportunity Employer, AI instruction, etc.
Now produce HTML fragment.
We need to wrap sections in appropriate tags. No or . Just output the fragment.
Let's craft:
About the role
At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us.
As a Sales Development Representative at Apptegy, you will create meaningful connections between school leaders and our team. You’ll own high volume, multichannel prospecting across phone, email, video, and conferences, as well as research target accounts to build a healthy pipeline for the sales team. You’ll also be excited to embrace AI as a powerful prospecting partner, using it to uncover insights, sharpen account strategies, personalize outreach, and work smarter. You will work closely with your manager, teammates, and Account Executives to build interest, schedule qualified demos, share prospect insights, and help advance opportunities in your territory. We’re looking for someone who brings curiosity, creativity, and a collaborative spirit to prospecting. You’ll have room to experiment with new ideas, learn quickly, and use feedback to continuously sharpen your approach. Many of our Sales Development Representatives joined Apptegy without prior sales experience, so if you’re ready for a challenge and excited to grow, we encourage you to apply!
Then Responsibilities:
Responsibilities
- Execute high-volume, multi-channel prospecting through cold calls, email, and conferences, including approximately 80 dials per day and potentially travel to conferences 1–2 times per month.
- Research accounts, identify pain points and root causes, and determine what will compel a prospect to engage and meet with Apptegy using proven frameworks.
- Generate qualified leads and healthy pipeline while consistently working toward meeting and exceeding quarterly quotas through disciplined execution and personal accountability.
- Partner closely with Account Executives in assigned territories, sharing prospect intelligence and helping advance opportunities.
- Use AI thoughtfully and responsibly to improve account research, personalization, efficiency, and effectiveness.
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. No Job ID.
We must preserve all substantive info; do not invent or summarize away detail.
Let's extract content.
Who We Are paragraph: "At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us."
The Role paragraph: "As a Sales Development Representative at Apptegy, you will create meaningful connections between school leaders and our team. You’ll own high volume, multichannel prospecting across phone, email, video, and conferences, as well as research target accounts to build a healthy pipeline for the sales team. You’ll also be excited to embrace AI as a powerful prospecting partner, using it to uncover insights, sharpen account strategies, personalize outreach, and work smarter. You will work closely with your manager, teammates, and Account Executives to build interest, schedule qualified demos, share prospect insights, and help advance opportunities in your territory. We’re looking for someone who brings curiosity, creativity, and a collaborative spirit to prospecting. You’ll have room to experiment with new ideas, learn quickly, and use feedback to continuously sharpen your approach. Many of our Sales Development Representatives joined Apptegy without prior sales experience, so if you’re ready for a challenge and excited to grow, we encourage you to apply!"
We can combine these into About the role section.
Responsibilities (What You’ll Do): list:
- Execute high-volume, multi-channel prospecting through cold calls, email, and conferences, including approximately 80 dials per day and potentially travel to conferences 1–2 times per month.
- Research accounts, identify pain points and root causes, and determine what will compel a prospect to engage and meet with Apptegy using proven frameworks.
- Generate qualified leads and healthy pipeline while consistently working toward meeting and exceeding quarterly quotas through disciplined execution and personal accountability.
- Partner closely with Account Executives in assigned territories, sharing prospect intelligence and helping advance opportunities.
- Use AI thoughtfully and responsibly to improve account research, personalization, efficiency, and effectiveness.
- Participate actively in call reviews, drills, and coaching; apply feedback quickly, test creative approaches, and adapt based on prospect responses.
- Communicate clearly and proactively with prospects, teammates, Account Executives, and cross-functional partners while contributing to a high-performing team.
These are duties; we can put in
- .
Requirements / Qualifications / Skills: The "What You’ll Bring" list:
- A four-year college degree or comparable continuous work experience with an impressive track record of success.
- Hunger to grow your career and interest in building a long-term career in sales.
- Motivation to work in an intense, high-accountability sales environment and take ownership of your success.
- Excitement for ambitious goals and motivation to meet or exceed quarterly quotas.
- Strong communication skills, a positive attitude, and the ability to collaborate effectively with teammates and cross-functional partners.
- Curiosity and problem-solving ability, with an interest in understanding what matters to a prospect and why they should meet with us.
- Coachability, resilience, and a willingness to apply feedback quickly, challenge yourself, and consistently raise your own bar.
- Experience in outbound prospecting, sales development, customer-facing work, or another high-accountability environment is helpful, but not required.
We could split into Requirements (education, experience) and Skills (communication, curiosity, etc.) but we can also just put all under Requirements or Skills. The instruction says we can have sections like Requirements, Qualifications, Skills. We need to decide based on content. Could create a "Qualifications" section for degree/experience, and a "Skills" section for soft skills. But we must not create empty sections. We have content for both.
Let's define:
- Requirements: "A four-year college degree or comparable continuous work experience with an impressive track record of success." plus maybe "Experience in outbound prospecting, sales development, customer-facing work, or another high-accountability environment is helpful, but not required." That's more like preferred experience.
- Qualifications: maybe "Hunger to grow your career and interest in building a long-term career in sales." etc. But that's more like attributes.
Better to follow typical pattern: Requirements = education/experience; Qualifications = desired traits; Skills = specific abilities. However we have many items overlapping.
Given limited time, we can create a single section "Requirements" containing all items as a list. Or we could create "Qualifications" and "Skills". The instruction says prefer a few substantive sections over many thin ones. So maybe combine into one section "Requirements" (or "Qualifications") that includes all.
But we also have Benefits and Pay sections.
Thus sections:
- About the role (h3) with paragraphs combining Who We Are and The Role.
- Responsibilities (h3) with ul list.
- Requirements (h3) with ul list (What You’ll Bring).
- Benefits (h3) with ul list (US Employee Benefits and MX Employee Benefits). Need to list each benefit item.
- Pay (h3) with p containing compensation notice.
We must not include Schedule.
Now format.
We need to ensure we preserve all substantive info: include the approximate 80 dials per day, travel 1-2 times per month, etc.
Benefits: US Employee Benefits list:
- Comprehensive medical, dental, vision, and life insurance coverage
- Retirement 401(k) with employer match
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
- Mental Health Reimbursement
- Unlimited paid time off, including seasonal (December) company-wide time off
- Paid parental and medical leave
MX Employee Benefits list:
- Private medical insurance for you and your dependents
- Life insurance
- 15 days Aguinaldo
- Vales de Despensa
- Fondo de Ahorro
- Caja de Ahorro
- Flexible paid time off policy
- Paid travel to/from Little Rock, Arkansas for Onboarding.
We need to preserve exactly as written. Ensure we keep punctuation.
Now Pay: "Compensation Notice: The anticipated base salary range for this position is $45,000–$50,000, depending on qualifications, experience, location, and other job related factors."
We can put that in a
.
Now ensure we removed boilerplate: Colorado, Massachusetts, California legal notices, Equal Opportunity Employer, AI instruction, etc.
Now produce HTML fragment.
We need to wrap sections in appropriate tags. No or . Just output the fragment.
Let's craft:
About the role
At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us.
As a Sales Development Representative at Apptegy, you will create meaningful connections between school leaders and our team. You’ll own high volume, multichannel prospecting across phone, email, video, and conferences, as well as research target accounts to build a healthy pipeline for the sales team. You’ll also be excited to embrace AI as a powerful prospecting partner, using it to uncover insights, sharpen account strategies, personalize outreach, and work smarter. You will work closely with your manager, teammates, and Account Executives to build interest, schedule qualified demos, share prospect insights, and help advance opportunities in your territory. We’re looking for someone who brings curiosity, creativity, and a collaborative spirit to prospecting. You’ll have room to experiment with new ideas, learn quickly, and use feedback to continuously sharpen your approach. Many of our Sales Development Representatives joined Apptegy without prior sales experience, so if you’re ready for a challenge and excited to grow, we encourage you to apply!
Then Responsibilities:
Responsibilities
- Execute high-volume, multi-channel prospecting through cold calls, email, and conferences, including approximately 80 dials per day and potentially travel to conferences 1–2 times per month.
- Research accounts, identify pain points and root causes, and determine what will compel a prospect to engage and meet with Apptegy using proven frameworks.
- Generate qualified leads and healthy pipeline while consistently working toward meeting and exceeding quarterly quotas through disciplined execution and personal accountability.
- Partner closely with Account Executives in assigned territories, sharing prospect intelligence and helping advance opportunities.
- Use AI thoughtfully and responsibly to improve account research, personalization, efficiency, and effectiveness.
for prose. We must not repeat job title as heading. No Job ID. We must preserve all substantive info; do not invent or summarize away detail. Let's extract content. Who We Are paragraph: "At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us." The Role paragraph: "As a Sales Development Representative at Apptegy, you will create meaningful connections between school leaders and our team. You’ll own high volume, multichannel prospecting across phone, email, video, and conferences, as well as research target accounts to build a healthy pipeline for the sales team. You’ll also be excited to embrace AI as a powerful prospecting partner, using it to uncover insights, sharpen account strategies, personalize outreach, and work smarter. You will work closely with your manager, teammates, and Account Executives to build interest, schedule qualified demos, share prospect insights, and help advance opportunities in your territory. We’re looking for someone who brings curiosity, creativity, and a collaborative spirit to prospecting. You’ll have room to experiment with new ideas, learn quickly, and use feedback to continuously sharpen your approach. Many of our Sales Development Representatives joined Apptegy without prior sales experience, so if you’re ready for a challenge and excited to grow, we encourage you to apply!" We can combine these into About the role section. Responsibilities (What You’ll Do): list: - Execute high-volume, multi-channel prospecting through cold calls, email, and conferences, including approximately 80 dials per day and potentially travel to conferences 1–2 times per month. - Research accounts, identify pain points and root causes, and determine what will compel a prospect to engage and meet with Apptegy using proven frameworks. - Generate qualified leads and healthy pipeline while consistently working toward meeting and exceeding quarterly quotas through disciplined execution and personal accountability. - Partner closely with Account Executives in assigned territories, sharing prospect intelligence and helping advance opportunities. - Use AI thoughtfully and responsibly to improve account research, personalization, efficiency, and effectiveness. - Participate actively in call reviews, drills, and coaching; apply feedback quickly, test creative approaches, and adapt based on prospect responses. - Communicate clearly and proactively with prospects, teammates, Account Executives, and cross-functional partners while contributing to a high-performing team. These are duties; we can put in
- .
Requirements / Qualifications / Skills: The "What You’ll Bring" list:
- A four-year college degree or comparable continuous work experience with an impressive track record of success.
- Hunger to grow your career and interest in building a long-term career in sales.
- Motivation to work in an intense, high-accountability sales environment and take ownership of your success.
- Excitement for ambitious goals and motivation to meet or exceed quarterly quotas.
- Strong communication skills, a positive attitude, and the ability to collaborate effectively with teammates and cross-functional partners.
- Curiosity and problem-solving ability, with an interest in understanding what matters to a prospect and why they should meet with us.
- Coachability, resilience, and a willingness to apply feedback quickly, challenge yourself, and consistently raise your own bar.
- Experience in outbound prospecting, sales development, customer-facing work, or another high-accountability environment is helpful, but not required.
We could split into Requirements (education, experience) and Skills (communication, curiosity, etc.) but we can also just put all under Requirements or Skills. The instruction says we can have sections like Requirements, Qualifications, Skills. We need to decide based on content. Could create a "Qualifications" section for degree/experience, and a "Skills" section for soft skills. But we must not create empty sections. We have content for both.
Let's define:
- Requirements: "A four-year college degree or comparable continuous work experience with an impressive track record of success." plus maybe "Experience in outbound prospecting, sales development, customer-facing work, or another high-accountability environment is helpful, but not required." That's more like preferred experience.
- Qualifications: maybe "Hunger to grow your career and interest in building a long-term career in sales." etc. But that's more like attributes.
Better to follow typical pattern: Requirements = education/experience; Qualifications = desired traits; Skills = specific abilities. However we have many items overlapping.
Given limited time, we can create a single section "Requirements" containing all items as a list. Or we could create "Qualifications" and "Skills". The instruction says prefer a few substantive sections over many thin ones. So maybe combine into one section "Requirements" (or "Qualifications") that includes all.
But we also have Benefits and Pay sections.
Thus sections:
- About the role (h3) with paragraphs combining Who We Are and The Role.
- Responsibilities (h3) with ul list.
- Requirements (h3) with ul list (What You’ll Bring).
- Benefits (h3) with ul list (US Employee Benefits and MX Employee Benefits). Need to list each benefit item.
- Pay (h3) with p containing compensation notice.
We must not include Schedule.
Now format.
We need to ensure we preserve all substantive info: include the approximate 80 dials per day, travel 1-2 times per month, etc.
Benefits: US Employee Benefits list:
- Comprehensive medical, dental, vision, and life insurance coverage
- Retirement 401(k) with employer match
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
- Mental Health Reimbursement
- Unlimited paid time off, including seasonal (December) company-wide time off
- Paid parental and medical leave
MX Employee Benefits list:
- Private medical insurance for you and your dependents
- Life insurance
- 15 days Aguinaldo
- Vales de Despensa
- Fondo de Ahorro
- Caja de Ahorro
- Flexible paid time off policy
- Paid travel to/from Little Rock, Arkansas for Onboarding.
We need to preserve exactly as written. Ensure we keep punctuation.
Now Pay: "Compensation Notice: The anticipated base salary range for this position is $45,000–$50,000, depending on qualifications, experience, location, and other job related factors."
We can put that in a
. Now ensure we removed boilerplate: Colorado, Massachusetts, California legal notices, Equal Opportunity Employer, AI instruction, etc. Now produce HTML fragment. We need to wrap sections in appropriate tags. No or . Just output the fragment. Let's craft:
About the role
At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us.
As a Sales Development Representative at Apptegy, you will create meaningful connections between school leaders and our team. You’ll own high volume, multichannel prospecting across phone, email, video, and conferences, as well as research target accounts to build a healthy pipeline for the sales team. You’ll also be excited to embrace AI as a powerful prospecting partner, using it to uncover insights, sharpen account strategies, personalize outreach, and work smarter. You will work closely with your manager, teammates, and Account Executives to build interest, schedule qualified demos, share prospect insights, and help advance opportunities in your territory. We’re looking for someone who brings curiosity, creativity, and a collaborative spirit to prospecting. You’ll have room to experiment with new ideas, learn quickly, and use feedback to continuously sharpen your approach. Many of our Sales Development Representatives joined Apptegy without prior sales experience, so if you’re ready for a challenge and excited to grow, we encourage you to apply!
Then Responsibilities:Responsibilities
- Execute high-volume, multi-channel prospecting through cold calls, email, and conferences, including approximately 80 dials per day and potentially travel to conferences 1–2 times per month.
- Research accounts, identify pain points and root causes, and determine what will compel a prospect to engage and meet with Apptegy using proven frameworks.
- Generate qualified leads and healthy pipeline while consistently working toward meeting and exceeding quarterly quotas through disciplined execution and personal accountability.
- Partner closely with Account Executives in assigned territories, sharing prospect intelligence and helping advance opportunities.
- Use AI thoughtfully and responsibly to improve account research, personalization, efficiency, and effectiveness.