Business Development Representative at Aprio

Monitor and respond to inbound leads professionally within 1-hour.

Qualify leads based on predefined criteria and route them to the appropriate advisor team members.

Maintain accurate and up-to-date records of all inbound leads and their status in HubSpot.

Connect with advisors to ensure meetings are held or rescheduled and updated in HubSpot.

Follow up to ensure meetings with advisors take place within firm standards of timeliness.

Perform lead qualification interviews to assess leads, working within guidelines provided by the service line leaders

Provide pricing quotes and proposals based on established guidelines provided by the service leader

Performing follow up for related deals

Develop and implement targeted outbound campaigns to generate new business opportunities for RAAS practice.

Work with Growth Leaders and others to execute segment specific outbound campaigns

Utilize various channels such as email, phone and social media to reach potential clients.

Craft compelling messaging and value propositions tailored to different segments and industries.

Track and measure the effectiveness of outbound campaigns, adjusting strategies as needed to optimize results via Outreach and HubSpot reporting.

Work closely with the Go To Market team and service leaders to align outbound campaigns with overall marketing strategies and initiatives.

Collaborate with the advisor team to ensure smooth handoff and follow-up on qualified leads.

Provide regular updates and reports on lead generation activities and campaign outcomes to the Business Development Manager.

Participate in team meetings, brainstorming sessions, and strategy discussions to contribute to the overall business development efforts.

Conduct market research to identify potential target markets, industries, and key decision-makers.

Stay informed about industry trends, competitor activities, and emerging opportunities.

Provide insights and recommendations based on market research to inform business development strategies

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