• Generate and conduct consultative discovery calls with investors, business owners, and C-level executives • Schedule sales-qualified leads with our Sales Team • Prospect, nurture, and manage pipeline deals • Attend meetings, communicate internally, and update the CRM • Be accountable for monthly booked meetings, held meetings, closed-won meetings, and other key revenue activities

• Conduct outbound lead generation, identifying the correct customer profiles, qualifying them, and warming them up for meetings with the Closer; • Consistently populate and update the CRM, ensuring all information is accurate and complete; • Prepare detailed, up-to-date reports on the progress of business opportunities; • Collaborate with the Closer to ensure the best possible conversion of leads into customers; • Demonstrate proactivity and the ability to work in a team, contributing to collective success; • Communicate clearly and assertively, both internally and externally; • Be flexible and willing to adapt and improve the approach to leads, always seeking to maximize conversion; • Use creativity and dynamism to ensure the best strategies for capturing and converting leads; • Contribute to the team's development and growth, fostering an environment of collaboration and continuous learning;

• Qualify warm leads for a meeting via phone call • Qualify warm leads for a meeting via WhatsApp • Keep the CRM up to date • Recover leads who no-showed for meetings • Meet daily call and outreach targets • Attend the weekly sales team meeting • Participate in provided training sessions

• Prospect and generate new business leads through various channels, including cold-calling, email, and social media • Conduct research to identify potential customers and their needs • Qualify leads and set up meetings for the sales team to close deals • Achieve monthly and quarterly sales targets • Build and maintain relationships with customers and provide exceptional customer service • May attend industry events and conferences to network and generate leads • Stay up-to-date with industry trends and product knowledge