- Prepare slide decks, one-pagers, and follow-up emails ahead of sales calls and demos.
- Research prospects before calls so the founder walks in fully briefed.
- Chase warm leads, re-engage prospects who’ve gone quiet, and keep conversations moving.
- Run implementation check-ins with signed clients after the founder’s initial onboarding call.
- Schedule the full year’s check-in cadence from the first session and track onboarding progress.
- Handle day-to-day client queries — pulling data columns, checking spreadsheets, validating enrichment outputs, and answering product questions.
- Keep the sales pipeline updated, track follow-up dates, and ensure no prospect falls through the cracks.
- Investigate product ideas, competitive intelligence, and prospect information on an ad hoc basis.
- Maintain and update case studies, testimonials, and sales materials as the library grows.
- Perform ad hoc tasks like formatting data deliverables or researching new market segments.
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