• Effectively manage inbound lead flow • Conduct high-level discovery conversations in target accounts • Meet or exceed SDR sourced Sales Accepted Opportunity (SAO) volume targets • Collaborate with and leverage teammates to develop targeted lists, call strategies, and messaging to drive opportunities • Utilize business and industry knowledge to research accounts, identify key players, generate interest, create/identify compelling events, and develop accounts • Work to have a variety of touches (call, email, social, etc.) on all leads in your assigned territory using Outreach.io • Manage, track, and report on all activities and results using Salesforce • Participate in documenting all processes in the GitLab handbook and update as needed with your Sales Development Manager • Act as a mentor for new SDR hires in helping them navigate their key accounts

• Make outbound calls to leads who have reached out to the clinic • Answer inbound calls and respond promptly to inquiries • Book evaluations by working leads through an established sales script • Follow up with new and existing leads across multiple touchpoints to maximize conversion • Address common questions and objections while guiding leads toward booking an evaluation • Reschedule current clients as needed • Schedule and confirm evaluations accurately • Ensure booked evaluations are properly documented and handed off to the clinic team • Manage all lead and client communication through GoHighLevel • Track call outcomes, lead status, and follow-ups accurately in the CRM

• Conduct proactive prospecting of new clients through calls, emails, and social media • Qualify leads generated from marketing campaigns and events • Schedule meetings and product demonstrations for the sales team • Keep the CRM updated with relevant lead information and interactions • Collaborate with the marketing team to create targeted campaigns • Participate in training and development to improve sales and communication techniques • Analyze performance metrics and propose improvements to the prospecting process • Monitor the sales funnel and identify opportunities for optimization • Contribute to achieving sales targets and supporting company growth • Stay informed about the market and competitors to identify business opportunities

• Research and identify potential customers, partners, or distributors. • Conduct outbound outreach via email and other approved channels. • Initiate and handle early-stage sales conversations and basic qualification. • Track leads, outreach, and follow-ups using spreadsheets or simple CRM tools. • Maintain accurate records of prospects and interactions. • Share prospect feedback and insights to improve outreach messaging and targeting. • Help establish basic sales workflows and documentation for tracking and follow-ups.