• Prospecting and Lead Generation: Identify and research potential clients within targeted verticals including construction, universities/colleges, and corporations for event services. • Outbound Communication: Initiate outbound calls and emails to key decision-makers, introducing CharterUP’s event services and assessing their transportation needs. • Qualification: Engage in meaningful conversations to understand prospect requirements, challenges, and timelines to determine if there is a fit for CharterUP’s services. • Appointment Setting: Schedule qualified appointments and meetings for Account Executives to further discuss potential event projects and provide tailored solutions. • Pipeline Management: Effectively manage and update prospect information, activities, and communications in the CRM system (Salesforce) to ensure accurate tracking and reporting. • Collaboration: Work closely with the sales team to share insights, feedback, and best practices to optimize outreach strategies and improve overall sales performance. • Market Research: Stay informed about industry trends, competitive landscape, and emerging opportunities to identify new business prospects and enhance sales strategies. • Performance Metrics: Meet and exceed weekly/monthly quotas for outbound calls, qualified leads, and scheduled appointments to contribute to the company’s revenue goals.

• Conduct high-volume outbound prospecting activities through cold calls, cold emails, LinkedIn outreach, and other lead generation channels. • Identify and engage potential prospects across target accounts and industries. • Generate qualified meetings and sales opportunities for the Business Development and Sales teams. • Qualify leads based on business needs, decision-making structure, budget, and potential fit. • Move qualified prospects effectively through the early stages of the sales lifecycle. • Maintain accurate CRM records, activity tracking, pipeline updates, and reporting discipline. • Collaborate closely with Business Development and Sales leadership to align outreach strategies and target accounts. • Utilize modern prospecting and outreach tools to maximize engagement and pipeline generation efficiency.

• Identify upselling, cross-selling, and new business opportunities across our existing customer base and qualified prospects • Conduct outbound outreach via phone, email, and other channels • Qualify customer needs and schedule meetings for Account Managers • Create personalized customer outreach • Maintain accurate records and activities in Salesforce • Collaborate closely with Account Managers to drive pipeline growth • Leverage modern sales and AI-powered tools to improve efficiency

• The remote SDR will prospect, educate, qualify, and develop both target account leads, and inbound marketing leads to create sales-ready meetings and opportunities. • This includes target market penetration, calling on C-suite to front-line managers, social media outreach, following up on marketing-generated leads, webinar and event follow-up, creative campaigns, door opener outreach, and more. • Interact with prospects daily via telephone, video, LinkedIn, email, etc. • Research accounts, identify key players, generate interest, and develop accounts to stimulate opportunity. • Distribute opportunities to appropriate sales reps, educating each rep as necessary about the opportunity. • Effectively handle and overcome prospect objections with confidence. • Provide closed-loop feedback to ensure continuous process optimization. • Maintain professional internal and external relationships that meet our core values and culture.