Manage and maintain the integrity of the Salesforce database; Develop tailored, high-value outreach and campaigns to key client segments, including attorneys, private credit funds, advisors, and investment banks; Extract and analyze data from Salesforce.com or other systems of record for the BD team; Coordinate (and attend, when appropriate) meetings and client events for the BD Team with attorneys, private credit funds, advisor,s and investment banks; Qualify leads generated through the company website and marketing initiatives and work with the BD team to manage targeted follow-up; Assist in scheduling product demonstrations and client presentations, and manage all follow-up. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support.