Build and close new-account and expansion revenue pipelines for a private capital CRM serving mid-market customers. Responsibilities include qualifying inbound leads, conducting discovery and presentations, developing outbound prospecting plans, managing forecasts and quotas, partnering with Customer Success and Marketing, and advising financial services prospects on CRM, API integrations, data enrichment, and reporting solutions.

Conduct outbound prospecting through phone, email, video, and social channels to generate qualified meetings and pipeline for Account Executives. Research target accounts and personas, qualify inbound leads, collaborate with Marketing on messaging, maintain accurate pipeline forecasts, use sales tools effectively, and meet or exceed sales quotas and activity objectives.