Casebook PBC
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Software
Identifies and engages prospective human services organizations, conducts outbound outreach, follows up on inbound leads, qualifies prospects, schedules software demonstrations, records discovery notes in the CRM, and collaborates with Marketing, Pre-Sales, Product, and Customer Success to increase pipeline and conversions. The role also supports revenue goals, meets outreach targets, and travels occasionally for company events, conferences, and team meetings.
