• 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.

• Own pipeline, deals, and revenue targets • Execute territory and account plans with sales leadership • Lead complex sales cycles from prospecting to close • Serve as a product and healthcare data expert • Coach peers and contribute to team selling success