• Identify and research companies with a clear potential need for our services. • Qualify inbound inquiries quickly and decisively. • Validate fit, intent, timing, and budget before booking any meeting. • Say no to opportunities that are misaligned, even if they sound interesting. • Book meetings only when there is a clear business problem to solve. • Prepare concise briefs for the leadership team before each call, highlighting context and risks. • Keep pipeline information clean, structured, and up to date. • Work closely with the CEO to refine focus, messaging, and targeting. • Run highly targeted outbound outreach to founders and senior decision-makers.

• Identifizierung und Qualifizierung neuer Leads • Proaktive Ansprache potenzieller Kunden über LinkedIn, E-Mail oder Telefon • Recherche neuer Leads und Märkte für Vertriebsmöglichkeiten • Entwicklung von Strategien zur Erschließung neuer Kundengruppen und langfristige Beziehungen

• Hone your technical toolkit and soft skills • Learn from hands-on coaching and an outstanding variety of work • Develop business, personal and technical skills to use throughout your career • Align closely with SDR teams to learn SDR fundamentals including prospecting skills and product knowledge • Work with SDR Operations & Programs leadership on special projects driving growth for the SDR organization • Update and add data to our CRM to help SDRs prospect more effectively

• You identify and develop new sales opportunities through outbound calls, emails, and social media. • You qualify potential customers and schedule meetings for our sales team – focusing on companies in the financial services sector. • You conduct targeted research on potential clients, especially in the areas of tax advisory, auditing, accounting, and banking. • You carefully maintain our CRM database with all relevant lead and prospect information. • You track your own KPIs and actively contribute to achieving team goals.