Identify and qualify business prospects through creative outreach (phone, email, LinkedIn). Collaborate with directors to target high-priority accounts, build relationships with owners and executives, track outreach in CRM, and represent the company professionally to drive new client engagements and meet sales targets.

Drive full-cycle B2B sales for R&D tax credit and related services: build and qualify pipeline, engage C-suite and tax professionals, manage discovery-to-close, maintain CRM data, collaborate with leadership, and represent the company to win and retain clients.

Provide day-to-day administrative and CRM support to Sales: maintain Salesforce and client databases, manage calendars and meetings, prepare proposals and sales materials, nurture leads via phone/email, generate sales reports and forecasts, and collaborate cross-functionally to improve processes.