Teams at CorePlan

Generate and qualify outbound leads across phone, email, landing pages, and social. Build awareness, document opportunities, keep CRM current, and hand off qualified leads to Account Executives. Partner with marketing, sales, and customer success to refine outbound strategy and meet quarterly goals.

Owner of the top of funnel: generate and qualify leads via multichannel outbound campaigns, document opportunities in CRM, collaborate with marketing and sales, and hand over qualified leads to Account Executives while tracking activity and quarterly goals.

Manage post-implementation success for a portfolio of SaaS mining customers: drive adoption, monitor account health, run regular check-ins, maintain CRM and playbooks, escalate and resolve issues, share customer insights with cross-functional teams, and run onboarding to ensure ongoing value and advocacy.