Outreach Analyst focused on creating new business opportunities for Digital Strategy team. Role involves prospecting potential clients and scheduling meetings for strategists.
About the role
- Sales Development Representative at Topaz connecting with potential clients and managing lead data. Focused on financial solutions and utilizing IA for efficient prospecting.
Responsibilities
- Identification and Prospecting: Map companies and decision-makers that fit our ideal customer profile.
- Technical and Consultative Qualification: Make first contact (cold call, email, LinkedIn) to validate pain points, budget, authority, and urgency of the lead.
- Calendar Management: Schedule qualified meetings and transfer full lead context to the Sales Executive (Account Executive).
- Data Hygiene: Ensure the CRM is populated with rich information about identified leads.
- AI Optimization: Use AI tools to research leads, personalize outreach, and automate repetitive prospecting tasks.
Requirements
- Continuous Learning Mindset: A relentless drive to gain proficiency in the solutions involved; a desire to continually expand knowledge of the markets/clients being targeted.
- Assertive Communication: Excellent written, spoken, and video communication skills to quickly build rapport with potential customers.
- Hunter Mentality: Resilience and persistence to handle rejection and stay focused on targets.
- Organization: Ability to manage a large volume of leads simultaneously without losing quality in follow-up.
- Basic understanding of methodologies such as BANT (Budget, Authority, Need, Timeline).
- Experience with commercial intelligence and automated prospecting tools.
- Experience and knowledge in the Financial Services industry.
Benefits
- Private health and dental plan.
- Certifications.
- Day off — we value the well-being of everyone who works at Topaz; we give a day off on your birthday and more.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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