• Identify and contact prospective clients using both inbound leads and outbound prospecting strategies via email, social media and over the phone • Promptly respond to potential sales inquiries generated through marketing efforts • Work closely with marketing team to take qualified leads and convert them to discovery calls • Collaborate closely with sales team to ensure seamless handoff of qualified leads and increase conversion rates • Identify organizations that fit the ideal customer profile and then research relevant contacts for outreach • Research and stay up to date on industry trends, company news, and potential clients to refine sales strategies and improve lead targeting • Work with marketing to create personalized email campaigns to engage prospects and generate demand for Forecast International’s products and solutions based on the organization’s business priorities • Coordinate internal staff to ensure the right individuals are present to support a client conversation • Prepare team members for external meetings by providing relationship background, corporate news, and profile • Record and maintain outreach records in CRM system and provide up-to-date contact information and notes for leads and contacts • Track and report on individual progress to monthly and quarterly goals for initial sales meetings and pipeline sourced • Support onboarding coordination by ensuring smooth transition from sales qualification to active client engagement • Conduct follow-up outreach with newly closed accounts to reinforce value proposition and encourage product adoption • Monitor early-stage client engagement and flag risks, inactivity, or upsell indicators to the sales team • Identify expansion or cross-sell opportunities within assigned accounts and re-engage stakeholders as needed • Prepare internal stakeholders for client conversations by providing background research, relationship history, and relevant industry developments • Coordinate internal resources to ensure appropriate subject matter experts are included in client meetings • Maintain periodic touchpoints with designated accounts to support retention and relationship continuity