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Description
Generate and qualify pipeline for the sales team through outbound and inbound prospecting. Engage decision-makers, educate on offerings, and book meetings or demos for account executives while maintaining accurate CRM data and meeting activity targets.
Job tasks Attributes
  • • Research target accounts and contacts to identify potential buyers within the ideal customer profile.
  • • Prospect through cold calls, emails, social selling, and sequences to generate interest.
  • • Respond promptly to inbound inquiries from web forms, chat, and events.
  • • Qualify leads using agreed criteria such as need, authority, timeline, and budget.
  • • Conduct brief discovery calls to understand pains and solution fit.
  • • Educate prospects on product use cases, benefits, and pricing ranges at a high level.
  • • Handle initial objections and questions, escalating complex issues as needed.
  • • Schedule meetings or demos for account executives and confirm attendance.
  • • Ensure clean lead handoff with detailed notes, recordings, and next steps.
  • • Update and maintain accurate lead, contact, and activity data in the CRM.
  • • Meet or exceed daily and weekly activity and pipeline creation targets.
  • • Personalize outreach with account-based insights and relevant content.
  • • Nurture early-stage prospects with cadences and follow-ups until sales-ready.
  • • Collaborate with marketing on campaigns, events, and messaging; share feedback.
  • • Track and report on funnel metrics, conversion rates, and lead source performance.
  • • Adhere to lead routing rules and service-level response times.
  • • Use sales engagement tools to optimize productivity and A/B test messaging.
  • • Stay current on product updates, competitors, and market trends.
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Related Pathways
Marketing & Sales View
Source
Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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