• Schedule initial discovery calls for Financial Institutions / Financial Services Account Executives. • Develop relationships within financial institutions (mortgage companies, banks and credit unions). • Conduct research to identify potential prospects and work with sales team members to cultivate prospect lists. • Complete detailed research within targeted accounts to identify key contacts and critical account information. • Identify and target strategic new prospects that would accelerate territory growth. • Use identified customer challenges to prescribe relevant campaigns and events to drive engagement. • Meet or exceed assigned daily activity minimums of 50 outbound calls, 50 outbound emails per day and schedule 4 prospective client meetings per week. • Provide constructive feedback on how to improve effectiveness and efficiency within the BDR role to Sales Leadership. • Proactively learn Ncontracts product, competitive products, and market knowledge via website, online webinars, and other marketing information. • Become an expert in sales prospecting platforms and tools. • Manage data for new and prospective customers within CRM (Salesforce Lightening and High Velocity Sales). • Execute best sales practices and techniques as provided by management. • Ability to travel up to 15% for company events.

• Identify companies providing solar installation services to businesses and non-profits. • Present and integrate Sunstone's financing solutions into their sales processes. • Be a key point of contact for some of Sunstone's most important installer partners, helping them use our platform to its fullest extent and acting as a subject matter expert on solar and financing. • Identify opportunities for account expansion and increased product adoption, partnering closely with the entire account management to team to increase adoption of Sunstone's platform among solar installers. • Develop and drive Sunstone’s thought leadership—including webinars, best practices, and market insights—to deepen engagement with both new and existing partner contacts. • Create insights from a broader understanding of the solar industry and use them to assist Sunstone partners in the operation of their business.

• Proactively outbound to new prospects via phone, email, and LinkedIn (80+ calls/day as part of a multi-channel strategy) • Research target accounts to understand their structure, workflows, and potential compliance or operational pain points • Confidently navigate gatekeepers and engage decision-makers with clear, value-driven messaging • Run efficient discovery calls to qualify prospects on need, urgency, stakeholders, and buying process • Set 25–30+ high-quality SQL meetings per month that consistently convert into pipeline • Partner closely with Account Executives to ensure clean handoffs and strong meeting preparation • Maintain accurate activity, notes, and outcomes in HubSpot • Build and refine prospect lists using ZoomInfo, LinkedIn Sales Navigator, and other tools • Continuously test messaging, objection handling, and talk tracks to improve conversion rates

• Aggressively prospect and generate new business leads to achieve and exceed sales quotas. • Identify upselling and cross-selling opportunities within existing client accounts to maximize revenue. • Manage and grow client relationships using HubSpot CRM, ensuring high levels of satisfaction and retention. • Analyze client needs and market trends to tailor business development strategies. • Collaborate with sales and technical teams to align solutions with client requirements and business goals. • Represent the company at industry events, identifying opportunities for business expansion. • Provide regular updates on business development activities and progress toward goals.