Own the early-stage advancement of opportunities from Qualify → Discovery, and as proficiency grows, Discovery → Evaluation.
Execute solution-specific Sales Playbooks to ensure all exit criteria are met before handoff.
Capture and document discovery answers (via email, prep, or call notes) to support progression.
Execute warm handoffs of qualified opportunities to AVPs with complete and accurate context.
Run multi-channel outreach across email, LinkedIn, and administrative calling to activate early interest and secure meetings.
Engage cold accounts or pre-qualified accounts to generate first conversations for AVPs from Ideal Customer Persona (ICP) accounts.
Conduct inbound lead triage and fast follow-up for prospects engaging with marketing assets or events.
Call clinical and operational office lines or executive assistants to schedule meetings and coordinate access.
Partner with AVPs to tailor account-specific ABM plays using provided templates and messaging frameworks.
Customize persona-based outreach sequences and messaging for specific territories and strategic accounts.
Maintain and continuously refine Sales Navigator filters to ensure the right personas and accounts stay in focus.
Build and maintain relationship maps at the opportunity and account level to track influence, organizational structure, and decision pathways.
Ensure all relevant contacts are captured, enriched, and updated within Salesforce.
Manage account specific paperflite landing pages for prospect accounts.
Participate in early discovery calls (typically led by the AVP) to gather essential account context, pain points, and opportunity signals.
Take clear, structured notes and capture the information required to satisfy discovery-stage exit criteria.
Conduct light pre-call research to support AVP preparation and call strategy.
Create v1 slideware or call prep materials using approved templates and automation tools for Qualify and Discovery conversations.
Requirements
2–5 years in business development, inside sales, account development, sales support, or SDR roles — preferably in B2B enterprise software, healthcare, or complex technical sales environments.