Teams at Pinnacle Group, Inc.

Identify and engage potential clients remotely, drive sales from lead generation to contract closure, and exceed performance metrics while nurturing existing accounts.

Execute personalized outbound outreach using CRM tools, log and tag communications, coordinate messaging with Client Partners, maintain CRM data integrity, document workflows for automation, submit personalization patterns for marketing automation, and provide bi-weekly friction reports identifying manual tasks ready for automation.

Partner with stakeholders to gather AI requirements, govern and administer enterprise AI platforms (GPT, Claude, Fathom, Gamma), manage Agent Skills, handle user provisioning and license administration, monitor usage and compliance, deliver training and enablement, and continuously improve AI administration processes.