Posted 2 months ago
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Responsibilities
Key Responsibilities
Work directly with the CEO and CSO to organize, prioritize, and execute outbound sales outreach.
Research companies, decision-makers, executives, referral sources, and relationship paths.
Keep all active prospects, B2B contacts and accounts, and follow-up items organized and current.
Use Apollo.io to identify, enrich, organize, and prioritize leads.
Use Salesforce to track every call, email, LinkedIn touch, task, note, meeting outcome, and follow-up.
Send polished, personalized outbound emails.
Make professional calls to schedule appointments and advance conversations.
Use LinkedIn for prospect research, direct outreach, engagement, and thought leadership support.
Follow up on PlanITROI’s executive network, warm relationships, referrals, inbound leads, and lead generation team leads.
Coordinate meeting scheduling, confirmations, reminders, and next-step communication.
Take meeting notes when needed and follow through until next steps are completed.
Prepare prospect briefs, account research, call summaries, and meeting notes.
Track opportunities through appointment setting, post-meeting follow-up, proposal support, contract progress, and handoff to Client Success.
Partner with sales, marketing, lead generation, and Client Success to keep opportunities moving.
Maintain confidentiality and professionalism with executive relationships and strategic opportunities.
This role requires travel to the United States.
Must have a reliable, high-speed internet connection suitable for video calls, CRM work, and real-time communication
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