Strategic Prospecting and Lead Generation:
- Conduct in-depth research to identify high-potential Mid-Market clients who can benefit from our QuickBooks solutions
- Leverage various channels, including online research, social media, industry events, and professional networks, to uncover new opportunities
- Qualify leads based on predefined criteria, assessing their fit and readiness for our offerings
- Develop and execute targeted outbound prospecting campaigns, utilizing cold calling, personalized email outreach, and other creative techniques to engage decision-makers
Relationship Building and Needs Assessment:
- Initiate meaningful conversations with key stakeholders in Mid-Market organizations, establishing trust and credibility
- Demonstrate active listening skills to uncover prospects' unique pain points, challenges, and business objectives related to financial management and accounting
- Build and maintain strong relationships through regular communication, value-added interactions, and a consultative approach
Appointment Setting and Sales Enablement:
- Coordinate and schedule high-impact meetings and product demonstrations for our sales team, ensuring seamless handoffs and well-prepared prospects
- Manage calendar availability and optimize scheduling to maximize productivity and minimize conflicts
- Equip prospects with relevant information, resources, and insights to pique their interest and prepare them for meaningful engagements with our sales team
Sales Support and Collaboration:
- Work closely with the sales team to ensure a smooth and efficient lead handoff process, providing comprehensive background information and context
- Assist in the development of customized proposals, presentations, and value propositions tailored to the unique needs of Mid-Market QuickBooks prospects
- Diligently track and update lead statuses, interactions, and outcomes in our CRM system, maintaining accurate and up-to-date records
Market Intelligence and Insight Generation:
- Stay abreast of industry trends, competitor activities, and Market dynamics specifically relevant to the Mid-Market segment and QuickBooks landscape
- Gather and synthesize valuable insights to inform strategic decision-making for our Marketing, product, and sales teams
- Contribute to the development of targeted messaging, value propositions, and go-to-Market strategies for the Mid-Market QuickBooks segment