Primary Goal: Work with Sales to help generate both appointments and leads. Duties may include, but are not limited to:

• Using telephone (primarily) and some email to communicate to prospects messages and initiatives with a variety of professionals ranging from large business executives to nonprofit leaders, and more
• Leveraging CRM tools to facilitate multiple aspects of the sales cycle
• Qualifying prospects and set appointments (a combination of cold and warm leads)
• Creating a competitive edge by identifying customer needs by leveraging documented
• sales processes
• Attend both internal and external meetings for training and key updates
• Identifying trending customer/contact attitudes and responses and other market feedback to share with VP of sales or other sales resources
• Providing input into call guides to achieve specified results
• Conducting quick research to analyze understand customer needs