PitchBook
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Fintech
Generates qualified sales opportunities through outbound prospecting and inbound lead follow-up. Conducts discovery calls, qualifies prospects, meets pipeline quotas, researches accounts, and nurtures stalled opportunities. Collaborates with Account Managers, Business Development Representatives, and Customer Success Managers while maintaining Salesforce records and using sales engagement tools. Builds expertise in private capital markets and PitchBook offerings, contributes to team initiatives, and works onsite five days per week.
Fintech
Drive outbound prospecting and manage inbound leads within a fixed book of accounts to generate qualified opportunities. Conduct discovery calls, qualify prospects, maintain Salesforce records, use sales tools (LinkedIn Navigator, Outreach, Highspot, Gong), collaborate with Account Managers and BDRs, and meet monthly/quarterly quotas to grow pipeline and support revenue goals.
