- Attend prospect calls silently and capture notes and action items.
- Confirm action items with the CMO over Slack after each call and execute them.
- Draft, build, and send business proposals in Quiller using existing templates.
- Coordinate with internal design and development teams to prepare custom quotes.
- Edit and amend proposals and contracts.
- Manage follow-ups across multi-call deals, including email and text-based outreach to prospects.
- Maintain HubSpot deal stages, deal values, and records.
- Handle deal-related emails, internal coordination, and administrative work.
- Submit work to the CMO for review and approval before sending it to prospects.