1. Communicating with clients and gathering information about a project’s scope,
budgets, and timelines.
2. Meet with other executives to discuss clients’ project goals, progress, and outcomes.
3. Developing budgets and timelines for clients and the company they work for.
4. Coordinating teams to meet project milestones.
5. Assembling new teams to meet clients’ or businesses’ goals.
6. Reporting and recording all sales activities in a web-based CRM system.
7. Qualifying inbound leads and prospects via phone and email.
8. Organizing regular client meetings to ensure excellent customer service.
9. Prospecting new sales by cold-calling businesses.
10. Holding virtual demonstrations with the end goal of earning a prospective business.
11. Preparing and presenting proposals and bids.
12. Negotiating terms and conditions with clients.
13. Collaborating with key decision-makers to identify opportunities and develop ideas
that deliver sales results.