- Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails.
- Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit.
- Scheduling and transitioning pitch calls for Account Executives.
- Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics.
- Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively.
- Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.
- Research and execute on lists of target leads of RIA’s using tools like Salesforce, LinkedIn, Google & SEC registration sites.
- Execute high-volume but personalized outreach campaigns via email, cold calling, and social selling (LinkedIn).
- Quickly identify the prospect’s business growth challenges and clearly communicate the value proposition of our platform to generate interest.
- Rapidly follow up with inbound leads driven by our marketing team to qualify their interest and fit.
- Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive.
- Professionally navigate objections related to budget, timing, and perceived value.
- Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM.
- Schedule seamless pitch appointments for the Account Executive team.
- Establish distinct feedback loops with AEs and Marketing to refine messaging and target personas.
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