1) Account and stakeholder development
- Research, segment and prioritise target accounts and contacts ; maintain a working target list.
- Identify and engage relevant stakeholders within the buying centre ; build multi-threaded relationships.
- Create compelling conversation entry points based on concrete use cases (Cloud, Infrastructure, Security).
2) Discovery and qualification
- Run structured discovery in initial and follow-up conversations (business drivers, technical context, current state).
- Qualify using clear criteria : problem, impact, stakeholders, decision path, timing and commercial frame.
- Document findings and agree a qualified next step (meeting with agenda, follow-up cadence, or disqualification with rationale).
3) Opportunity and pipeline management
- Progress leads to Sales Qualified Leads (SQLs) and qualified opportunities ; manage nurture over longer cycles.
- Maintain high pipeline hygiene in CRM : stage, close date, value, probability, next steps, activity logs and call notes.
- Prepare reliable inputs for weekly pipeline reviews and forecasting (conversion rates, pipeline coverage, ageing).
4) Orchestration and handover quality
- Coordinate tightly with Field Sales, Presales and Solution Experts ; align on next steps and customer messaging.
- Deliver high-quality handovers to Field Sales : customer context, validated need, stakeholder map, urgency, and next meeting with agenda.
- Support commercial preparation as required : presales involvement, internal clarifications, and concise opportunity summaries.
5) Cross-sell and up-sell in existing accounts
- Identify expansion potential in existing accounts and initiate follow-up opportunities with the account team.
- Connect portfolio building blocks across Cloud, Infrastructure and Security to customer roadmaps.
Tools and ways of working
- CRM is the single source of truth (e.g., Salesforce or equivalent) : opportunity management, activity tracking, reporting and data quality.
- Use standard prospecting and research tools (e.g., LinkedIn Sales Navigator, account intelligence and firmographic databases).
- Operate in a compliant manner : GDPR-aligned outreach, documented consent/opt-out handling, and accurate contact records.
Performance expectations and KPIs Success is managed transparently via measurable outcomes. Typical metrics include :
- Sales Qualified Leads (SQLs) per month and per segment.
- Conversion rates (Lead → SQL → Opportunity) and meeting-to-opportunity conversion.
- Pipeline volume, pipeline coverage and opportunity ageing in the individual scope.
- Quality of discovery and handovers : documented needs, stakeholder coverage and clear next steps.
- CRM data quality and forecast reliability inputs.
- Contribution to opportunity pipeline and order intake together with Field Sales.
Principle : no ‘meeting at any cost’. The objective is always a qualified next step : a meeting with a clear agenda, a defined follow-up, or a properly documented disqualification.