Job Description

• Call/Book Appointments: Schedule and confirm appointments with clients or prospects.
• Event Outreach: Call and encourage attendance at events (e.g., lunch and learns, webinars).
• Promote Major Event: Drive engagement and participation for the big event in May.
• Client Support Calls: Provide support through follow-up calls as needed.
• Email Follow-Ups: Send timely follow-up emails to prospects and clients.
• CRM Data Management: Upload notes and information into the CRM database for record-keeping and tracking.

Skill Set
• Cold Calling Experience: Proven ability to engage prospects through outbound calls. • Email & Calendar Management: Skilled in handling email communication and scheduling through calendar tools. • Lead Generation Expertise: Experience in identifying and generating new business leads.