• Perform active outbound prospecting daily • Build lists of potential clients and identify ideal profiles • Make first-contact calls to cold leads • Qualify potential clients according to internal criteria • Schedule sales meetings with leads ready to close • Log interactions and pipeline in the CRM • Ensure a consultative, courteous approach aligned with the lead’s stage

• Engage potential clients through cold calling and email outreach, qualifying leads, and schedule phone call meetings for our vertical sales team. • Hit & exceed targets, consistently meeting activity and appointment goals, ensuring a steady pipeline of qualified leads. • You will be responsible for maintaining accurate up-to-date information in our CRM system, conducting in-depth senior care research, and prospecting after tradeshows and events. • Collaboration is key, as you will work closely with vertical sales representatives and with prospects across the US. • Participate in remote and in-person training session during onboarding, along with participation in semi-annual department and company-wide kickoff events held in Dallas-Fort Worth (DFW) area. • Be a creative thinker and have the think outside the box mentality. • Be a team player, collaborating with colleagues, share best practices and contribute to a supportive team environment.

• Play a critical role in both immediate objectives and long-term growth trajectory • Provide targeted support where it's most needed, ensuring comprehensive coverage, and optimal resource allocation • Secure appointments for our Outside Business Development Managers (BDMs), particularly in areas requiring additional attention or during the absence of assigned SDRs • Spearhead special projects that align with our strategic objectives • Prospect for new BDMs and markets • Occasionally travel to participate in tradeshows and events alongside BDMs when their assigned SDR is unable to attend • Attend in-person training sessions during onboarding, and semi-annual department and company-wide kickoff events held in the Dallas Fort Worth (DFW) area • Embrace a flexible schedule with enthusiasm • Demonstrate adaptability and resilience while prospecting effectively in diverse markets across the United States • Collaborate and engage with the SDR leadership team to refine strategies and optimize market-specific talk tracks for maximum impact

• Engage potential clients through cold calling and email outreach, qualifying leads, and schedule phone call meetings for our vertical sales team • Hit & exceed targets, consistently meeting activity and appointment goals, ensuring a steady pipeline of qualified leads • You will be responsible for maintaining accurate up-to-date information in our CRM system, conducting in-depth senior care research, and prospecting after tradeshows and events • Collaboration is key, as you will work closely with vertical sales representatives and with prospects across the US • Participate in remote and in-person training sessions during onboarding, as well as semi-annual department and company-wide kickoff events held in the Dallas-Fort Worth (DFW) area • Be a creative thinker and have the think outside the box mentality • Be a team player, collaborating with colleagues, share best practices and contribute to a supportive team environment