Portfolio Communications LLC

• Contact and qualify leads - Prospect new sales leads by making an initial phone or email contact. • Engage the account and prepare them for the Account Executive. • Connect with as many leads as possible to encourage the purchase of the product offered. • Be the point person for your team's sales lead qualification process. • Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. • Coordinate in-person meetings and calls between the new clients and Account Executives. • Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.

• Prospecting for new clients • Continually growing your account base • Developing stronger relationships with existing clients • Working to understand each client’s needs and requirements • Applies a services centric selling solution approach with a focus on client outcomes • Strategic solutions selling (new customers and some existing customers) • Account planning with leadership, business partners and our technical services team • Conducting needs analysis and discovery-based meetings with customers • Creating customized business solutions • Identifying client’s desired business outcomes • Helping clients develop a vision for their digital transformation • Achieving consistent quota attainment and gross profit targets