WHAT WILL YOU DO?

Your daily focus will be split between reviewing prospects and doing outreach to book a valuation or discovery call, and managing our CRM and pipeline.
As a part of the deal team, you will collaborate with our marketing and data teams to identify potential companies that we can provide value to. Your efforts will play a crucial role in ensuring our sales targets are met, and our advisors have a full pipeline of business.

RESPONSIBILITIES:

• Monitor the automated prospect outreach system
• Work with leadership to improve sales systems, and sales copy to increase daily yield
• Manage multiple sales pipelines in our CRM
• Update CRM with relevant information from prospect communication
• Manage CRM pipeline
• Email warm prospects
• Call warm prospects
• Book discovery calls with our advisors
• Communicate with the data team and marketing team on prospect quality
• Manage your key performance indicators to hit the daily, weekly, and monthly goals