• Be the first point of contact for inbound leads — understand their needs and kick off the qualification process • Qualify leads from various sources (website, product trials, etc.) to determine fit and readiness to speak with an Account Executive • Schedule high-quality meetings between decision-makers and our sales team • Maintain accurate records of lead interactions and pipeline status in our CRM • Collaborate with marketing to ensure lead quality and provide feedback to improve our process • Follow up with prospects who have expressed interest but aren’t yet ready to move forward • Regularly update your manager and team on pipeline health and progress toward goals

• Qualify all inbound leads for a given territory to determine internal pathing. • Research, identify, and prospect outbound leads in companies not currently working with Palisade in a given territory. • Coordinate sales efforts within the sales organization by pathing inbound and outbound opportunities that could yield larger, more strategic deals. • Understand client needs by asking a list of qualifying questions. • Set up meetings and demos for Regional Sales Manager. • Create a detailed opportunity in Salesforce for any lead that is being transferred to a Regional Sales Manager. • Maintain Salesforce with up-to-date information. • Provides Sales Support as needed. • Enter customer purchase orders into the ordering system. • Research license history of clients. • Provide backup support by answering incoming customer inquiries when Regional Sales Manager is unavailable. • Other support functions as needed.

• Prospect and engage potential clients (clinics and healthcare professionals) via email, phone, social media and other channels. • Qualify leads according to the ideal profile and prepare the path to conversion: understand needs, context and challenges. • Schedule meetings and hand off qualified leads to the sales team. • Nurture and follow up with leads, maintaining relationships with empathy and professionalism. • Record and manage interactions and data in the CRM/automation system, ensuring accuracy and organization. • Collaborate with marketing and sales to optimize messaging, funnels and results. • Actively pursue continuous improvement: test approaches, provide feedback and suggest improvements.

• Outbound calling of potential customers based on lists provided by us • Introducing our solution Speed Kit to decision makers • Setting up qualified appointments for our sales team • Documenting all interactions and follow-ups • Using provided scripts, materials, and guidelines to maximize success