Sales Leaders Group

Closer

• Receive and work leads generated by the pre-sales/inbound team
• Present the expert and build rapport before the sale
• Conduct sales appointments and meetings
• Perform follow-ups and manage opportunities throughout the sales process
• Manage the sending of contracts and payment links
• Enter data into and keep the CRM up to date
• Assist with post-sale-related activities
• Identify upselling opportunities
• Focus on results and revenue growth
• Follow the company’s established sales processes

Pre-sales Engineer

• Prospect business owners with volume, consistency, and precision
• Schedule qualified meetings for sales representatives
• Identify and map qualified leads within the ICP
• Create personalized outreach cadences and conduct effective follow-ups
• Participate in management meetings and provided training sessions, with a focus on performance
• Work toward monthly targets and track performance metrics

BDR – Pre-Sales – B2B

Consultant

• Lead client consulting meetings, guiding the implementation of the proposed methodology and strategies
• Serve as the primary point of contact for clients throughout projects
• Track goals, KPIs, timelines, and delivery progress
• Identify improvement opportunities and propose solutions based on each client’s needs
• Ensure strategies remain aligned with project objectives
• Keep client information, activities, and history up to date in the CRM
• Record meeting minutes and project follow-ups
• Prepare analyses and reports on progress and results
• Maintain frequent contact with clients for follow-up, alignment, and support
• Collaborate with internal marketing, sales, and development teams
• Contribute to the development and continuous improvement of projects and operations

Closer

BDR – Pre-Sales – B2B

Project Consultant, Accounts