*1. Lead Management & Qualification*
- Respond promptly to inbound leads generated through the website, and marketing campaigns
- Research and build outbound prospect lists in target segments using a structured database and CRM tools
*2. Outbound & Inbound Calling*
- Conduct outbound calling and emailing to generate and nurture new opportunities
- Handle inbound sales queries and route them appropriately
- Follow a structured cadence of calls, emails, and follow-ups to keep prospects engaged
*3. Sales Cycle Execution*
- Schedule and participate in product demonstrations, looping in Sales and BD Managers where needed
- Independently close smaller-ticket and self-serve deals end-to-end (at a later date)
- Coordinate sending proposals prepared by the sales team, and send basic contracting documentation
*4. Pipeline Management*
- Maintain accurate,
up-to-date prospect records in the CRM at every stage of the funnel
- Track and prioritise the pipeline to ensure timely follow-up and no lead falls through the cracks
- Forecast expected closures and flag stalled opportunities to the sales lead
*5. Reporting & Coordination*
- Generate regular reports on outreach volume, conversion, and pipeline status
- Coordinate handoffs with Sales/ Business Development Managers for larger or more complex opportunities
Success Metrics
- Database and CRM management systematically and accurately
- Lead response time
- Lead-to-opportunity and opportunity-to-hand off conversion rates
- Outbound call/email volume and connect rate
- Revenue closed through self-serve and smaller-ticket deals (optional)
- Pipeline accuracy and forecast reliability