POSITION DESCRIPTION 

Position Title  Prospect Engagement Specialist 
Reports To  Managing Director 
Direct Reports  None 
Employment Status  Part time 
Employment Hours  Up to 16 per week 
Location  Vermont VIC office with the potential to work from home 
Date  1st February 2025 

 

Position Objectives 

The Prospect Engagement Specialist is responsible for identifying and engaging potential prospects through strategic data mining, personalised direct mailouts, and targeted communication campaigns. 

This role aims to build and nurture relationships with B2B prospects, gather valuable feedback, and drive successful client acquisition.  

The specialist will leverage their expertise in data analysis, marketing, and customer relationship management to ensure effective and timely outreach, ultimately contributing to the growth and success of the business. 

Key Accountabilities 

  • Use data mining software to find new business opportunities and identify potential prospects. 
  • Coordinate direct mailouts and hampers to engage with current and potential clients. 
  • Conduct follow-up phone calls to prospects to build relationships and gather feedback. 
  • Develop and manage prospect email campaigns, ensuring timely and effective communication. 
  • Secure sales meetings for technical team members and nurture leads through the sales process. 

Skills  

  • Data Mining and Analysis: Proficiency in using data mining software and tools to identify potential business opportunities. 
  • Communication Skills: Excellent verbal and written communication skills for engaging with prospects through phone calls, emails, and direct mailouts. 
  • Relationship Building: Strong interpersonal skills to build and maintain relationships with potential clients. 
  • Organisational Skills: Ability to manage multiple tasks, such as coordinating mailouts, scheduling email campaigns, and following up with prospects. 
  • Marketing Knowledge: Understanding of marketing principles and strategies to effectively engage prospects. 
  • Technical Proficiency: Familiarity with CRM software and email marketing platforms. 
  • Attention to Detail: Ensuring accuracy in data entry, email campaigns, and follow-up communications. 
  • Time Management: Efficiently managing time to ensure timely follow-ups and campaign execution. 
  • Problem-Solving: Ability to address and resolve any issues that arise during the engagement process. 
  • Adaptability: Flexibility to adjust strategies based on feedback and changing business needs. 

Experience: 

  • Previous Experience in Sales or Direct Marketing: Experience in a similar B2B role where prospecting and client engagement were key responsibilities. 
  • Experience with Data Mining Tools: Hands-on experience with data mining software and techniques. 
  • CRM and Email Marketing: Experience using CRM systems and email marketing platforms to manage and track prospect interactions. 
  • Customer Service: Background in customer service to handle inquiries and build positive relationships with prospects. 
  • Campaign Management: Experience in planning and executing marketing campaigns, including direct mail and email campaigns. 
  • Industry Knowledge: Familiarity with the IT MSP industry to better understand and engage potential clients. 

Selection Criteria 

Data Mining and Analysis Skills: 

  • Demonstrated experience in using data mining software and tools to identify potential business opportunities. 
  • Ability to analyse data and extract meaningful insights to inform engagement strategies. 

Communication Skills: 

  • Excellent verbal and written communication skills, with the ability to engage and build rapport with prospects through phone calls, emails, and direct mailouts. 
  • Proven ability to convey complex information clearly and concisely. 
  1. Relationship Building: 
  • Strong interpersonal skills with a track record of building and maintaining positive relationships with clients or prospects. 
  • Experience in customer service or a similar role that required regular interaction with clients. 

Organisational and Time Management Skills: 

  • Exceptional organisational skills with the ability to manage multiple tasks and projects simultaneously. 
  • Proven time management skills to ensure timely follow-ups and campaign execution. 
  1. Marketing Knowledge: 
  • Understanding of marketing principles and strategies, particularly in relation to direct mail and email campaigns. 
  • Experience in planning and executing marketing campaigns to engage prospects effectively. 

Technical Proficiency: 

  • Proficiency in using CRM software and email marketing platforms to manage and track prospect interactions. 
  • Familiarity with data mining tools and techniques. 

Attention to Detail: 

  • High level of accuracy in data entry, email campaigns, and follow-up communications. 
  • Ability to ensure all communications are professional and error-free. 

Problem-Solving Skills: 

  • Demonstrated ability to address and resolve issues that arise during the engagement process. 
  • Creative thinking to develop innovative solutions for engaging prospects. 

Adaptability: 

  • Flexibility to adjust strategies based on feedback and changing business needs. 
  • Willingness to learn and adapt to new tools and technologies as required. 
  1. Relevant Experience: 
  • Previous experience in sales, marketing, or a similar role where prospecting and client engagement were key responsibilities. 
  • Experience in the IT MSP industry is a plus.