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Key Responsibilities
- CRM Ownership & Hygiene
Create and maintain all leads, contacts, and accounts
Log every interaction (calls, emails, meetings) properly
Set up deal stages and ensure each opportunity is updated
Track movement of leads across pipeline stages
Ensure no lead goes “cold” without a reason
Generate simple weekly pipeline reports for management
- Post-meeting execution
Draft and send MOM (Minutes of Meeting) within 24 hours
Capture key discussion points, requirements, and next steps
Set reminders for follow-ups
Schedule next meetings
Track commitments made by both sides
Ensure continuity in conversation (no “resetting context” in next call)
- Prospect nurturing
Follow up with prospects based on agreed timelines
Share relevant materials, decks, and case studies
Keep prospects warm between meetings
Track engagement (responses, delays, drop-offs)
Flag risks or high-interest leads for you
- ABM Agency Coordination
Be the primary point of contact for the ABM agency
Track campaigns vs plan (are they actually doing what was agreed?)
Review messaging, target accounts, and outreach quality
Ensure timelines and deliverables are met
Push the agency when needed (this is important)
- Internal ABM / Outbound Track Support
Maintain target account lists
Track outreach across channels (email, LinkedIn, etc.)
Coordinate messaging and sequencing
Ensure no duplication between internal and agency efforts
Track response rates and effectiveness
Suggest improvements based on what’s working/not working
- Sales Collateral & Proposal Support
Prepare first drafts of proposals based on your inputs
Prepare first drafts of collateral
Customize decks for specific prospects
Organize and maintain case studies, credentials, and past work
Pull relevant content quickly when needed for a deal
Coordinate with internal teams for inputs (tech, delivery, etc.)
- Enriching the existing pipeline
Conduct research and identify more accounts for the current ICP
- Pipeline Visibility & Reporting
Weekly Summary Of
Active deals
New leads added
Follow-ups pending
Risks / stuck deals
Highlight where management intervention is needed
Track simple metrics (conversion, response rates, etc.)
About Company: Cere Labs, founded in 2015, is dedicated to transforming businesses through AI. With a leadership team boasting over 45 years of collective experience in technology and 15+ years in AI, the company has worked with both SMEs and large organizations, gaining a deep understanding of their unique needs. Cere Labs guides organizations in adopting AI by offering orientation, education, and awareness programs, along with workshops and consulting services to help businesses develop their AI strategies.
