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crm salesforce outreach prospecting pipeline📋 Description
- Execute outbound prospecting to generate qualified meetings and pipeline.
- Generate new logo and growth opportunities on existing accounts.
- Conduct discovery to understand needs, qualify opportunities, and create SAOs.
- Meet or exceed SAO targets by converting prospects into opportunities.
- Research and prioritize target accounts; tailor outreach strategies.
- Collaborate with Field, Marketing, Sales, and Customer Success to drive campaigns.
🎯 Requirements
- Experience prospecting into Financial Services or finserv personas.
- Strong phone skills, active listening, and writing.
- Ability to prioritize, manage high outbound volume, and follow through.
- Initiative and ability to drive projects to outcomes.
- Proficiency with Salesforce, Sales Navigator, and Outreach.
- English proficiency required.
🎁 Benefits
- Benefits to support health, finances, and well-being.
- Flexible Paid Time Off.
- Equity and Employee Stock Purchase Plan.
- Growth and Development Fund.
- Parental leave.
- Home office support.
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