Responsibilities
- Produce qualified sales opportunities using outbound methods such as phone calls, emails, LinkedIn interactions, events, and sales engagement tools
- Research and identify potential client accounts and key decision-makers in asset management, investment banking, legal, and advisory sectors
- Communicate with senior-level prospects using tailored messaging that highlights the platform's value in governance, oversight, and market intelligence processes
- Create precise and focused prospect databases using lead generation systems including Salesforce, Outreach, LinkedIn Sales Navigator, and ZoomInfo
- Assess lead quality through structured discovery discussions to determine alignment, urgency, and revenue potential
- Coordinate and schedule meetings, product demos, and exploratory calls for Account Executives
- Ensure CRM accuracy by logging activities, managing leads, and aligning opportunities in Salesforce
- Achieve or surpass targets for outreach activity, pipeline creation, and conversion rates
- Gain in-depth understanding of the company’s product suite, industry environment, competitive differentiation, and client operational workflows
Responsibilities
- Generate new qualified pipeline through outbound prospecting including calls, email outreach, LinkedIn engagement, events, and sales engagement platforms
- Identify and research prospective accounts and decision makers across asset managers, investment banks, law firms, and advisory organizations
- Engage senior stakeholders with targeted messaging that articulates DMI’s value proposition and relevance to governance, stewardship, and market intelligence workflows
- Build accurate, targeted prospect lists using lead generation tools such as Salesforce, Outreach, LinkedIn Sales Navigator, and ZoomInfo
- Qualify leads through structured discovery conversations to assess fit, urgency, and commercial potential
- Schedule qualified meetings, product introductions, and discovery sessions for Account Executives
- Maintain accurate CRM hygiene including activity tracking, lead management, and opportunity alignment in Salesforce
- Meet or exceed activity targets, pipeline generation quotas, and conversion metrics
- Develop strong knowledge of DMI’s products, industry landscape, competitive positioning, and target customer workflows
