Lead Generation & Qualification:
Access and mine data in Salesforce to identify potential accounts and contacts.
Conduct independent research, including web searches and phone calls, to gather more information about potential accounts.
Ensure that the identified accounts meet the criteria of being on a supported practice management system, having more than 3+ providers, and having the name and contact of a decision-maker.
Collaboration & Handover:
After qualifying the accounts, hand over the researched data to the Account Executive assigned.
Maintain open communication to provide any additional information or clarification as needed.
Assist VP of Sales and SDR Lead with organizing company lunches, team building activities, ordering office supplies and various tasks.
Keep a record of the number of qualified accounts identified.
Regularly update assigned members on progress and any challenges faced during the research process.
Stay updated with the list of supported practice management systems to ensure accurate account qualification.
Seek feedback from the team on the quality of leads provided and make necessary adjustments to the research process.