- – Initiate contact with potential customers to source new sales opportunities.
- – Conduct discovery calls to understand customer needs and requirements effectively.
- – Maintain and grow prospect database while routing opportunities to Account Executives.
- – Cultivate and manage relationships with commercial real estate clients.
- – Analyze financial statements and assess creditworthiness for lending decisions.
- – Negotiate loan terms and ensure compliance with regulatory requirements.
- – Lead full lifecycle of proposal and grant development, ensuring high-quality submissions.
- – Coordinate with leadership and SMEs to align opportunities with strategic priorities.
- – Champion client-focused content that highlights Capstone's expertise and value.