• Research and identify prospective clients who can benefit from Task Buddie’s services • Execute outbound outreach through phone calls, email, and LinkedIn to generate interest • Engage and qualify leads before passing opportunities to the sales team • Schedule discovery calls or introductory meetings for sales representatives • Maintain accurate and up-to-date records in the CRM system • Track outreach activity and performance metrics • Collaborate with leadership to refine lead generation strategies and messaging

• Assist the marketing and business development team with day-to-day outbound prospecting and lead generation initiatives. • Support the team by building clean and segment targeted prospect lists using a variety of data sources. • Monitor outbound campaign metrics and help surface insights on what messaging and audiences perform best. • Identify and research prospective firms and decision-makers to support targeted, high-quality outbound outreach. • Maintain accurate and up-to-date CRM records by logging activity, updating contact information, and tagging leads appropriately. • Enrich lead and account data by validating contact details and filling data gaps between data tools and internal CRM. • Help document lead generation workflows, best practices, and repeatable outbound processes. • Provide general support on additional marketing and business development projects as needed.

• Build and execute outbound lead generation campaigns across multiple channels (email, LinkedIn, phone, events) • Design and implement AI-powered automation to scale prospecting efforts while maintaining quality • Research and identify target accounts and key decision-makers • Craft personalized outreach sequences that resonate with mission-focused prospects • Qualify leads based on defined criteria and book initial discovery meetings for the sales team • Maintain accurate pipeline data in Salesforce and track campaign performance metrics • Experiment with new channels, messaging, and tools to continuously improve conversion rates • Collaborate with sales and marketing to refine lead qualification criteria and messaging based on what converts

• Establish rapport and develop positive business relationships with customers and clients • Acquire potential sales leads and their contact details from various channels (e.g. social media, client referrals, events, online, etc.) • Coordinating with the sales and marketing team to nurture and include leads in effective campaigns • Develop and maintain a sales prospecting database or CRM and make sure that details are accurate • Follow up with leads through email, SMS, phone call • Research on market trends,  customer needs, and industry best practices • Develop and implement criteria for qualifying leads and monitor conversion rates  • Ad hoc tasks