• Customer communication. Initiate and manage conversations with potential clients across phone, email, LinkedIn, and messaging platforms. • Opportunity generation. Identify and engage potential buyers to generate qualified meetings for the sales team. • Cold outreach. Perform cold calls and emails to introduce the company and spark initial interest. • Social selling. Prospect and manage outreach sequences on LinkedIn and other relevant channels. • Relationship building. Build and maintain relationships with prospects through ongoing communication. • Process improvement. Work with the Head of Sales, Vince, to refine communication strategies and develop new approaches for engaging potential customers.

• Execute high-volume outbound cold calling and email outreach to healthcare provider accounts (80-100+ touchpoints per day), including clinics, treatment programs, hospitals, and other referral sources • Qualify provider accounts based on clinical fit, patient population, referral intent, and Charlie Health program awareness • Build and maintain a tiered account database in Salesforce, tracking account status, outreach history, and readiness for field engagement • Deliver warm, well-documented lead handoffs to field-based outreach teams for accounts expressing referral interest or demonstrating strong clinical alignment • Participate in regular pipeline reviews with field teams, incorporating their on-the-ground feedback to sharpen targeting and outreach strategy • Develop and maintain a thorough understanding of Charlie Health's clinical model, program offerings, and target patient population in order to communicate value clearly to provider contacts • Collaborate cross-functionally to continuously refine outreach messaging, account prioritization criteria, and qualification standards

• Work closely with the regional SDR teams to provide them with support, mentorship and advice, leading through influence rather than direct line management. • Be part of the recruitment process for new team members when applicable. • Provide structured onboarding, coaching and training to new and existing team members across all regions, developing and maintaining SDR playbooks to ensure consistency globally. • Encourage creativity and strategic thinking for outbound prospecting campaigns to generate leads. • Share ideas and best practices with the team to contribute to growth. • Work with the Growth Marketing Director, UK to ensure processes are as efficient as possible. • Identify, evaluate and pilot new technologies and processes. • Act as the primary point of contact and collaboration between regional SDR teams, ensuring consistent messaging, approach and performance standards across different time zones and markets. • Define, track and report on the KPIs that measure both your own performance and the overall health of the global SDR function, including pipeline generated, conversion rates, activity metrics and team adoption of best practices. • Use Salesforce effectively to ensure that reporting is accurate and relevant. • Prospecting and building the sales pipeline for the Account Managers by engaging with prospects by phone, email, social media and at events. • Identify key decision makers. • Manage data in CRM to ensure all communications are logged and up-to-date. • Effectively work with the marketing team to support any promotional campaigns, help with content — ideas and briefing, and suggest events and networking opportunities. • Produce monthly reports to submit to your manager to show your success.

• Defining outbound strategy for the Sales Development organization. • Provide strong leadership and strategic direction to the Sales Development team. • Coach and mentor SDRs and more junior Leaders, driving them and their teams to achieve outbound pipeline generation goals and aiding in their career progression. • Develop and implement effective programs to enhance SDR effectiveness and optimize results. • Collaborate closely with regional Sales Leaders and the Sales Development Leadership team to continually improve the quality and quantity of sales pipeline. • Work closely with the Growth, Revenue Operations, and Enablement, providing input on lead acquisition strategies, streamlining internal processes, and producing effective training materials. • Regularly report on key individual and team metrics to identify areas for improvement and refine our qualification and prospect engagement strategies for long-term, sustained success. • Proactively manage the performance of direct reports and advise on performance management of sub-teams, becoming actively involved as required. • Hire, onboard, and develop new SDR and Leadership talent. • Facilitate and foster a culture of high performance and continuous learning within the team.