- Own a portfolio of active opportunities from qualification through close.
- Run discovery, term proposal, and closing meetings with founder CEOs and CFOs.
- Coordinate with underwriting and credit on deal structuring and diligence.
- Maintain a clean pipeline in Salesforce.
- Generate net-new pipeline through proactive outbound to founders and CFOs.
- Partner with BDR team to convert meetings into qualified pipeline.
- Attend tech conferences and industry events to source new pipeline.
- Review prospect financials to assess fit.
- Conduct pre-qualification analysis using underwriting criteria.
- Synthesize deal feedback into insights for marketing and leadership.
SalesforceCRMFinancial analysis