- Execute daily outbound sales activity via email, phone, LinkedIn, and other channels to engage prospective clients.
- Follow structured outreach cadences and tailor messaging to prospects.
- Schedule qualified discovery calls and meetings for Directors and the Texas National Sales Executive.
- Assist in outreach pre/post-conference to help set up appointments and ensure timely follow up.
- Engage existing clients via email and phone to share educational and service content.
- Qualify inbound and outbound leads using appropriate discovery techniques.
- Accurately capture and maintain all prospect interactions in CRM.
- Partner with the Marketing Department to provide feedback on campaign performance and lead quality.
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