Quick overview
Job description
TD Synnex, an innovative San Francisco-based software leader, seeks a Discovery Representative to generate and qualify new business opportunities. In this role, you'll research target accounts, conduct discovery calls, and convert marketing leads into sales-ready prospects for our account executives. You'll manage outreach via phone, email, and social channels while updating our CRM with accurate activity and pipeline data. Collaborating closely with sales and marketing, you'll test messaging, share insights from the field, and help shape go to market strategies in a culture that values learning and growth.
Responsibilities
- Research and identify target accounts and key contacts in the IT and software space
- Conduct discovery and qualification calls to understand prospect needs and fit
- Convert inbound and outbound leads into sales-ready opportunities for account executives
- Manage and document all activities, notes, and pipeline stages within the CRMCollaborate with sales and marketing to refine messaging and outbound campaigns
- Track and report on key KPIs such as meetings booked and qualified opportunities created
- Stay current on TD Synnex solutions and industry trends to communicate value effectively
- Participate in team meetings, training, and feedback sessions to continuously improve performance
Required Skills
- Outbound prospecting
- Lead qualification
- CRM management (e.g., Salesforce)
- Cold calling
- Email sequencing tools
- Sales pipeline reporting
- Discovery call techniques
- Product demo scheduling
- Market and account research
- Basic IT/software understanding
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