• Research Accounts, identify key market players and generate interest • Develop and receive leads from our institutional, business groups on health and key account areas. • Create and maintain a list/database of Advisors and prospective clients utilizing Zoho CRM • Identify prospects and lists • Assess competitors by analyzing and summarizing competitor information and trends and identify sales opportunities • Develop & execute prospect contact strategy through inbound lead follow-up and outbound cold calls and emails • Leverage marketing materials and campaign capabilities to drive sales activity • Follow up on cold and warm leads to further the sales process • Set up appointments, tee up opportunities; follow up on leads from the website • Qualify leads from digital campaigns, conferences, references, tradeshows, etc. • Showcase the company’s strengths and highlight our brand by highlighting the characteristics that make our organization unique. • Presenting And Delivering Information to Clients/Prospects • Research and understand our product line and be familiar with each product’s function and purpose, so you can confidently upsell our customers to compatible products. • Learn platform to be able to perform client demo’s and walk through sales materials (3 ring binder, HPT etc.) • Set up briefs/debriefs and aid in preparation of large proposals • Aid in preparation of sales materials (stewardship, sales presentations, marketing materials) • Develop meaningful relationships with customers to encourage trust and loyalty • Onboarding – work with Managing Director (MD) and Account Management teams to get to good order (order form, PIC, Account structures); • Attend Weekly Project Management meetings when appropriate • Ensure kickoff calls are scheduled/attend; Ensure training is scheduled/takes place/attend • Work with MD and Sales Operations to raise issues, sales reporting, support tickets • Follow up on all escalations to ensure completion and communicate to MD • Understanding client needs and offering solutions and support • Develop accounts by checking customer’s buying history, suggesting related and new items, and explaining technical features • Organize client seminars/webinars, prep materials, invitations/logistics, set up briefs/debriefs • Provide assigned accounts with Quotes, Proposals, and Presentations for specific opportunities as needed • Develop relationships account management group of clients; get leads, maintain good relationship • Facilitate the entire sales process from the initiation of the original call through finalization of account onboarding for each customer • Participate in weekly meetings to discuss sales activities for the upcoming week • Track weekly, monthly, and quarterly performance and sales metrics • Input and maintain record of prospective client information including contact strategy, sales activities and follow ups utilizing Zoho CRM • Support the Managing Director (MD) and Director of Partner Analytics to successfully win all renewals • Client RFI / RFP support: intake, answers, framing, and tracking to success of customer win & Innovu adoption.