Outbound Prospecting & Lead Generation

• Execute 80-100 daily touches across email, LinkedIn, and phone to engage prospects in target accounts

• Build and maintain a pipeline of 200+ active prospects across assigned territories and industry verticals

• Research target accounts to identify key decision-makers (VPs of Sales, CROs, Operations Directors, CIOs, IT Leaders)

• Craft personalized, value-driven messaging that resonates with industry-specific pain points

• Leverage sales intelligence tools (LinkedIn Sales Navigator, Apollo) to identify high-intent prospects

Qualification & Discovery

• Qualify inbound leads and self-generated opportunities using BANT or MEDDIC frameworks

• Conduct initial discovery calls to understand prospect challenges, current CRM setup, and business objectives

• Identify buying triggers such as rapid growth, M&A activity, system migrations, or digital transformation initiatives

• Differentiate between tire-kickers and genuine opportunities ready for Account Executive engagement

Meeting Generation & Handoffs

• Book 15-20 qualified discovery meetings per month with senior decision-makers

• Achieve a 70%+ meeting show rate through effective confirmation and pre-meeting nurture sequences

• Provide detailed handoff notes to Account Executives including pain points, budget indicators, timeline, and key stakeholders

• Attend initial discovery calls to ensure smooth transitions and gather feedback for continuous improvement

Multi-Channel Campaign Execution

• Design and execute account-based outreach sequences targeting specific industries or use cases

• A/B test subject lines, messaging angles, call-to-actions, and send times to optimize response rates

• Leverage LinkedIn for social selling: connection requests, thoughtful comments, content sharing, and InMail outreach

• Use sales engagement platforms such as Apollo to scale personalized outreach

• Track and report on key metrics: email open rates, reply rates, LinkedIn acceptance rates, call connection rates

CRM Management & Data Hygiene

• Maintain pristine data quality in CSLForce CRM : accurate contact info, activity logging, lead status updates

• Document all prospect interactions, objections, and insights for marketing and product feedback loops

• Update lead stages and disposition codes to ensure accurate pipeline forecasting

• Provide weekly activity reports and contribute to pipeline review meetings

Continuous Learning & Collaboration

• Develop a working knowledge of Salesforce products, ecosystem, and implementation methodologies

• Stay current on industry trends, competitor positioning, and CSL's evolving service offerings (especially AI/Agentforce)

• Collaborate with marketing to provide ground-level insights on messaging effectiveness and prospect objections

• Participate in ongoing sales training, role-play sessions, and skill development workshops