Primary Responsibilities: 

• Responsible for maintaining and growing call lists / prospect lists in defined territory(ies). 

• Schedules first appointments for relationship partners. 

• Records details of outreach in Salesforce/CRM (e.g. call notes). 

• Plans weekly call list strategy in line with overall territory and account-specific strategies. 

• Provides high-level value proposition and product overviews to interested leads. 

• Posts and prospects to LinkedIn, creates images. 

• Conducts prospect outreaches – (i.e., follows prospects on Twitter to reach out to them meaningfully). 

• Identifies and addresses client needs in order to perform tailored demos. 

• Develops expertise of local market and shares knowledge with RP (via social media and other media outlets). 

• Schedules training and other client engagement activities as needed. 

• Leverages relationships with peers to identify and assume best practices. 

• Participates in special projects and performs other duties as assigned. 

Job Requirements: 

• Superior interpersonal and communication skills and solid writing skills. 

• Ability to be persistent when contacting potential clients which includes being comfortable with rejection. 

• Ability to meet deadlines, work independently, take initiative and follow through with requests. 

• Marketing and social media skills. 

• Good problem-solving skills. 

• Ability to be a good listener. 

• Must be proficient with Salesforce/CRM. 

Preferred Education and Experience: 

• Bachelor's degree with relevant coursework, preferred.  

• 1 year of experience in a role with cold calling, outbound customer contact, lead generation or qualifying prospects, preferred. 

• 1 year of experience within a quota-driven environment, preferred.