About the role
- Research target accounts and identify decision-makers
- Qualify leads and book discovery and follow-up meetings
- Schedule and coordinate meetings, and prepare briefing notes beforehand
- Attend client calls, take notes, and send crisp follow-ups with next steps
- Follow up consistently with prospects so no opportunity goes cold
- Build customized pitch decks and proposals tailored to each client's context and pain points
- Maintain a library of reusable case studies, templates, and collateral
- Work with seniors to map each deal: stakeholders, objections, timelines, and competitors
- Draft deal plans and close strategies, and track what's needed to move each deal forward
- Keep the CRM accurate and current (contacts, stages, notes, next actions, deal size)
- Prepare weekly pipeline summaries and flag stalled or at-risk deals
- Track market trends, competitor moves, and client news to spot timely openings
- Analyze won and lost deals to improve messaging and targeting
- Suggest new segments, partnerships, or referral channels
- Help create thought-leadership posts to share with prospects.
- Identify upsell and cross-sell opportunities in existing accounts
- Test and improve outreach sequences, tracking what converts
- Excellent written and verbal communication
- Strong skills in PowerPoint, Google Slides, or Canva, with an eye for clean, persuasive design,comfort with a CRM
- Highly organized, with a reliable follow-up habit
- Resilience, curiosity, and a hunger to learn
- Experience in SaaS/AI sales