- Review proposal history and relationship records to identify dormant clients and other prior contacts for re-engagement.
- Research target firms, decision-makers, websites, LinkedIn profiles, and recent projects before outreach.
- Make outbound calls and follow up by email or LinkedIn with clients and professional stakeholders.
- Maintain outreach cadence and document contact status, responses, relationship context, next actions, and follow-up dates.
- Gather feedback on proposals, pricing concerns, service gaps, and current providers when contacts are willing to share it.
- Update the business development pipeline, opportunity notes, and relationship status.
- Schedule business development calls, meetings, and in-person lunches, and coordinate calendars and follow-ups.
- Maintain marketing materials, project reference documents, LinkedIn activity, and company materials as directed.
- Organize proposal files and project documents, track deadlines and missing items, and coordinate project follow-ups.
Business DevelopmentMicrosoft OfficeClient relationship management+1 more