• Develop and maintain sales materials and tools in HubSpot CRM, including templates, sequences, playbooks, and other features used to build and manage sales pipelines • Execute sales process while remaining compliant with sales policy and administrative SOPs; document challenges and recommend improvements • Manage deal flow by identifying qualified prospect, warming leads, and managing them as they matriculate through our sales funnel and referral pipelines • Create effective pitches and research proposals, collaborating with the research team for designs and pricing and initiating contracts with operations • Leverage company's differentiators and value propositions - in our research, data, and services and products - to win prospects and retain existing clients • Effectively negotiate and close deals while managing risk and maximizing value for both the company and the client • Strategically package research, upsell and leverage discount programs to create value for clients • Coordinate with research operations to properly match research managers with prospects • Guide client intake and on-boarding to ensure effective handoff to research team • Engage clients during research engagements to drive satisfaction and loyalty, evidenced by repeat business and long-term accounts • Collaborate with marketing, communications and research to identify research opportunities among organizations that can help us advance our research and data portfolio