Identify and qualify leads through research, cold outreach (phone, email, social), and inbound follow-up. Schedule meetings and demos for account executives and maintain accurate CRM records of interactions and pipeline progress.
Key Responsibilities
- Prospecting & Lead Generation: Identifying potential clients through research, outreach, and inbound lead follow-up.
- Cold Calling & Outreach: Making phone calls, sending emails, and using social platforms to initiate conversations.
- Qualifying Leads: Assessing prospects’ needs, budget, and readiness to buy before passing them to sales teams.
- Scheduling Meetings: Coordinating introductory calls or demos for account executives.
- Maintaining CRM Records: Logging interactions and tracking progress in CRM systems.
Similar Jobs
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Drive revenue growth within strategic institutional accounts by expanding adoption of Morningstar Direct and related services. Build stakeholder relationships, identify opportunities, perform product demonstrations, forecast and negotiate deals, document activity in Salesforce, and meet growth targets. Requires collaboration with SVPs and travel across the U.S.
Top Skills:
Morningstar DirectSalesforce (Sfdc)
eCommerce • Food • Software
Recruit and onboard Mandarin-speaking merchants for the HungryPanda platform through in-person visits, negotiations, and relationship management. Support merchant performance with customized strategies, coordinate promotions with Marketing, maintain backend merchant data, and provide market feedback to improve operations and product offerings.
Professional Services • Consulting
Identify and develop new sales opportunities, manage client communication and relationships, prepare proposals, support pipeline movement and closing, maintain sales data, and upsell services to meet growth targets.
Top Skills:
ExcelMicrosoft DynamicsMicrosoft WordOutlookPowerPoint
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory



