You will play a key role in driving revenue growth by making outbound calls to prospective clients, with the goal of qualifying leads and converting them into active opportunities. This role supports business development efforts by cross-selling services to existing clients, identifying additional needs and expanding engagement. This role also involves close collaboration with the sales and marketing teams to execute top-of-funnel activities, including lead follow-up, outreach campaigns, and support for broader demand generation initiatives. Success in this position requires strong communication skills, a proactive approach to client engagement, and the ability to manage multiple priorities in a fast-paced environment. 

Primary Job Responsibilities: 

• Qualify/disqualify leads; turning qualified into BDM/CP meetings 

• Proactively engage and qualify inbound leads to determine fit and facilitate a seamless handoff to the outside sales team 

• Conduct outbound prospecting campaigns (calls, emails, Linkedin) to drive new business and cross-sell opportunities 

• Schedule and support introductory meetings between clients and regional Business Development Managers 

• Develop and maintain account intelligence, client history, and activity notes in Salesforce 

• Collaborate with Marketing to follow up on campaigns, webinars, events, and other lead generation efforts 

• Achieve or exceed monthly metrics for outreach, conversion, and pipeline contribution 

• Assist in identifying opportunities to cross-sell services based on client needs and history 

• Conduct outbound calls to prospective clients to qualify leads and convert them into active sales opportunities 

• Identify client needs and cross-sell additional forensic consulting services to existing accounts 

• Collaborate with sales and marketing teams to execute top-of-funnel activities, including lead nurturing and outreach campaigns 

• Maintain accurate and timely records of all sales activities and client interactions in the CRM system 

• Support demand generation efforts by following up on marketing-generated leads and campaign responses 

• Help refine messaging and outreach strategies based on client feedback and market trends 

• Manage a pipeline of leads and opportunities, prioritizing outreach to maximize conversion 

• Meet or exceed individual activity and revenue targets aligned with team sales goals 

• Stay informed on company service offerings and industry trends to effectively communicate value to prospects and clients 

Required Skills/Abilities/Experience: 

• 1-3 years of inside sales, sales/business development, or client-facing experience 

• Strong communication skills, both written and verbal 

• Ability to prioritize and manage multiple tasks 

• Highly organized, self-motivated, and goal oriented 

​

Preferred Skills/Abilities/Experience: 

• Familiarity with the insurance industry or insurance related associated/organizations 

• Expertise in Microsoft Office Suite (including but not limited to Word, Excel, Outlook) and Sales Productivity tools/CRM software (Salesforce) 

Education: 

• Bachelor’s degree or equivalent experience acceptable