• Make outbound calls to customers and potential clients using a script provided by the company • Identify potential clients and tailor your approach to meet their needs and preferences. • Handle objections and rejections effectively, professionally, and positively • Introduce the company, explain its services to the potential client positively, and be enthusiastic about saving for post-secondary • Qualify the potential client to ensure they are a good fit for the services offered by the company • Schedule appointments with qualified potential clients based on their availability and the availability of the sales team • Confirm appointments with potential clients and provide them with any necessary information about the company or the appointment • Maintain accurate records of all client interactions and appointments scheduled using the company's CRM and other tools • Meet daily or weekly appointment booking targets set by the company

 Drive new business acquisition by building a strong pipeline of prospective partners and successfully closing deals - Act as a brand ambassador for Unlimit as we continue expanding our presence in the market - Collaborate cross-functionally with internal teams to develop a deep understanding of Unlimit’s products, services, and ways of working - Build trusted relationships with clients and partners to support long-term growth and success - Monitor industry trends, payments landscape developments, and emerging technologies - Foster long-term partnerships that support sustainable business growth

• Proactively outreach to accredited investors via phone, email, and other channels • Qualify investor interest and educate prospects on StartEngine’s private market offerings • Book discovery calls and meetings for Private Equity Associates • Maintain detailed notes and activity tracking in CRM systems • Collaborate closely with sales leadership to refine messaging and outreach strategies • Develop a strong understanding of private markets, secondaries, and pre-IPO investing • Represent the StartEngine brand with professionalism, confidence, and integrity

• Own end‑to‑end business development for integrated facility services across manufacturing and distribution sectors • Build and manage a pipeline of complex, multi‑site opportunities across regional and national portfolios • Identify and pursue target accounts across industrial manufacturing, food production, logistics, and distribution networks • Lead consultative discovery processes, aligning solutions to operational KPIs such as uptime, throughput, safety, and cost efficiency • Engage stakeholders at all levels, from plant leadership to executive and corporate functions • Structure integrated service models that balance operational needs, labour optimization, and long‑term performance outcomes • Partner with internal operations and engineering teams to design, price, and position solutions • Lead RFP responses, proposals, and contract negotiations • Maintain pipeline discipline and forecasting accuracy using CRM tools • Deliver against revenue, margin, and contract value objectives