- Follow up on inbound leads to further the sales process
- Outbound calls to find potential clients
- Understanding client needs and offering solutions and support Researching potential leads from business directories, web searches, or digital resources
- Creating and maintaining a list/database of prospect clients
- Presenting and delivering information to potential clients
- Answering potential client questions and follow-up call questions
- Working with the territory sales team when closing sale
- Tracking weekly, monthly, and quarterly performance and sales metrics
- Building pipelines with channel partners and team members to close sales
- Maintaining database (Salesforce, CRM, Excel, etc.) of prospective client information
- Closing sales and working with clients through closing process
