• Lead Generation & Strategy: Identify and prospect high-quality B2B leads within the commercial HVAC and field service sectors. • Outbound Execution: Execute high-volume outreach via cold calling, email sequences, and LinkedIn to qualify businesses and book meetings. • Funnel Optimization: Collaborate with founders to refine the sales pitch, iterate on lead-building strategies, and improve conversion rates from prospect to qualified lead. • CRM Management: Maintain meticulous records of all sales activities and lead data to ensure a seamless handoff to the closing team. • Market Intelligence: Gather and share feedback from prospects to help the product team understand customer pain points and objections.

• Generate new business opportunities through inbound and outbound prospecting, including email, phone, social channels, events, and campaigns. • Identify, research, and qualify prospective clients by understanding their needs, challenges, and readiness to engage with sales. • Create and execute outreach sequences, including personalized email campaigns and cold-calling to map and penetrate accounts. • Engage existing customers as needed to identify cross-sell or expansion opportunities across a defined segment or product (as applicable to the team). • Educate and nurture leads to progress them toward a qualified meeting or next step in the buyer journey. • Maintain accurate and up-to-date lead and activity data in CRM and sales engagement tools. • Collaborate with Account Executives to ensure smooth and effective handoff of qualified opportunities. • Partner with Sales, Marketing, and other teams to continuously refine lead-generation processes, messaging, and workflow improvements. • Achieve or exceed monthly and quarterly targets for qualified meetings, Sales Qualified Opportunities, and pipeline contribution. • Participate in ongoing training, coaching, and skill development.

• Prospect and engage B2B leads (outbound and/or inbound) • Make initial contact with decision-makers (calls, WhatsApp, LinkedIn and email) • Qualify leads based on criteria such as pain points, profile, budget and purchase timing • Schedule qualified meetings for the sales team • Record and update information in the CRM • Act consultatively, understanding the client's context and needs • Meet targets for contacts, qualifications and scheduled meetings

• Make outbound calls to prospects • Send follow-up emails and messages • Set appointments for the client (free consultations) • Manage and update CRM (Zoho or HubSpot) • Track and log all interactions • Conduct light research and admin support • Handle client communication (email + phone)