What they handle

• Research target accounts, contacts, and relevant business information.
• Conduct approved outbound outreach by email, phone, or professional networks.
• Qualify initial interest using the client's criteria.
• Record activity, responses, and next steps in the CRM.
• Schedule qualified conversations for the appropriate sales representative.
• Follow established messaging, cadence, and escalation procedures.

What they handle

• Contact prospects from approved lists and campaigns.
• Communicate the purpose and value of the requested meeting.
• Confirm basic fit and availability using defined questions.
• Coordinate calendars and schedule appointments.
• Send confirmations, reminders, and rescheduling communication.
• Maintain accurate contact and disposition records.

What they handle

• Maintain account, contact, opportunity, and activity records.
• Review CRM data for missing or inconsistent information.
• Prepare pipeline, activity, and follow-up reports.
• Coordinate lead routing and ownership updates.
• Support proposal, quote, and sales-document preparation.
• Maintain sales templates, process notes, and shared resources.

What they handle

• Manage assigned customer accounts and recurring communication.
• Monitor account health, satisfaction signals, and renewal indicators.
• Coordinate regular check-ins, reviews, and feedback loops.
• Identify potential retention, expansion, or cross-sell conversations.
• Connect sales, support, and operational teams around customer needs.
• Maintain CRM notes, account history, and agreed next steps.