Sales Lead Specialist
- Proactively prospect into target accounts via email, phone, LinkedIn, and other channels to generate interest and secure meetings.
- Research prospective companies to identify decision-makers and understand their corporate tax environment.
- Qualify inbound and outbound leads to ensure alignment with Corptax’s ideal customer profile.
- Coordinate and schedule introductory meetings for the assigned RSM, handing off qualified leads seamlessly.
- Maintain accurate records of outreach activity, lead status, and meeting outcomes within NetSuite / Salesforce CRMs.
- Collaborate with marketing and sales leadership to refine outreach messaging and campaign strategy.
- Stay informed on Corptax products, industry trends, and competitor offerings to tailor conversations effectively.
- Contribute to pipeline development goals by consistently achieving outreach and appointment-setting benchmarks.