Conduct high-volume outbound prospecting by phone, email, and LinkedIn; qualify prospects and book held, accepted discovery meetings for Account Executives. Maintain accurate CRM records, follow up on inbound leads, confirm meetings, and provide market and competitive feedback. Success requires consistent call activity, quota attainment, strong communication, resilience in a remote environment, coachability, and disciplined pipeline hygiene.

Generates qualified sales pipeline by researching target accounts, executing outbound and inbound prospecting campaigns, qualifying leads, booking discovery meetings, supporting account-based marketing, and maintaining CRM activity records. The role collaborates with sales, marketing, and technical teams while communicating the company’s value proposition and providing feedback on messaging and lead quality.

Source and evaluate lower-middle market B2B software and services investments. Build financial models, perform due diligence, write investment memos, manage deal processes with advisors, and support portfolio company operations to drive growth and efficiency.