Sales Development Rep

• Manage post-conference leads by accurately updating prospects in the CRM, adding detailed notes, and scheduling follow-ups.
• Conduct ICP (Ideal Customer Profile) research to identify 50–100 potential leads per campaign or outreach cycle.
• Research each lead to find personalized details (press releases, interviews, recent achievements) for use in customized outreach.
• Identify trigger events (funding rounds, company expansions, new product launches) to enhance outreach timing.
• Assist in drafting or coordinating personalized outreach emails or LinkedIn messages using the client’s framework.
• Track outreach activities and maintain accurate CRM records of engagement and pipeline stages.
• Generate weekly reports summarizing leads researched, added, and contacted.
• Manage and organize the CEO’s calendar, ensuring accurate coordination of meetings, follow-ups, and event debriefs.
• Monitor and prioritize the CEO’s email inbox, drafting replies and flagging urgent items.
• Coordinate travel and conference logistics when required.
• Transcribe and summarize meeting or call notes for easy review.
• Maintain internal organization through Slack and ClickUp task management.
• Provide concise daily task summaries and progress updates to the CEO.
• Maintain and organize client and lead data within CRM systems.
• Assist with task management and process documentation inside ClickUp.
• Perform data cleanup, tagging, and automation trigger setup as directed by the CEO.
• Support creation of client-facing materials, including PowerPoint decks or presentations when needed.

Executive & Sales Development Assistant – EA/SDR Support VA

Sales Development Representative, Dental – International

Executive & Sales Development Assistant – EA/SDR Support

Sales Development Representative