- Create qualified discovery meetings within assigned North America accounts and territories, supporting early-stage opportunity creation through qualification and handoff.
- Execute prospecting across phone, email, social media, video, and other approved channels to meet outreach goals.
- Use ideal customer profile criteria, intent signals, campaign engagement, and account research to prioritize accounts.
- Identify decision-makers, influencers, and potential champions and engage multiple stakeholders within priority accounts.
- Personalize outreach by connecting M-Files capabilities to prospects’ industries, priorities, information-management challenges, and potential use cases.
- Qualify prospective interest by confirming business need, current environment, stakeholders, urgency, and an agreed next step.
- Partner with Account Executives and Sales leadership on account priorities, messaging, prospect intelligence, and meeting handoffs.
- Maintain complete and current CRM records, activity history, qualification notes, meeting outcomes, and handoff details.
- Review activity, conversion, meeting quality, and opportunity contribution with management, and adjust execution based on coaching and results.
- Share objections, messaging insights, competitive information, and campaign feedback with Sales and Marketing.
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