WealthPilot

Operations

• Conduct outbound calls to prospective clients and perform cold calling.
• Identify, qualify, and nurture sales opportunities in the early stages of the pipeline.
• Schedule introductory meetings for the founders and the sales team.
• Research target accounts, key stakeholders, and decision‑makers.
• Maintain accurate records of all sales activities and customer interactions in HubSpot.
• Support the optimization and scaling of our outbound and sales processes.
• Prepare analyses and reports to track and evaluate the performance of our sales activities.

Working Student – Sales Operations