Caliber Corporate Advisers

• Serve as the primary day-to-day contact for a group of clients • Work with senior leadership within financial services and fintech companies • Draft client press releases, corporate bios, media pitches, and other written materials • Support the senior team on each of your accounts • Research reporters and build media lists across broadcast, podcast, online and print media outlets • Develop, research, and write pitches and story angles • Set and manage evolving internal and external deadlines

• Serve as the primary support on a group of accounts, coordinating directly with the account lead(s) • Drafting and editing press releases on behalf of clients • Drafting and editing social media posts on behalf of clients • Compiling, researching, and managing media lists across broadcast, podcast, online and print media outlets • Compiling and managing awards, events & speaking opportunity lists • Preparing and managing reporting and metrics for clients, in partnership with the account team • Compiling and reviewing client reports, including analyzing communications and media metrics • Developing creative ways to pitch the media, particularly in the B2B and B2C fintech, finance, and technology spaces, to secure client coverage • Pitching targeted media on assigned clients and coordinating ownership of specific pitches with account lead(s) • Setting and managing evolving internal and external deadlines, ensuring proper communication with the internal team and clients • Supporting the team on overarching client needs, by serving as a key point person for any projects that may arise outside of your client group

• Lead business development strategy, including working alongside leadership to set KPIs for success. • Learn and maintain an in-depth understanding of Caliber’s capabilities and the industries we service. • Proactively identify new business leads and own the process of engaging with and closing prospects. • Sell the value of Caliber with confidence and conviction during introductory calls and pitches. • Work with Caliber’s leadership team to help them tap into their networks and liaise between prospects and relevant leadership team members. • Support organic growth within Caliber’s existing client base, working with our team leads to help uncover potential scope expansion opportunities. • Vet RFIs and RFPs and, if deemed appropriate, work with team members to develop responses and ensure timely and impactful submission. • Work closely with individual team members to craft and refine successful capabilities and proposal decks. • Prepare and review consulting agreements and amendments in close coordination with management. • Work closely with our senior leadership team to finalize staffing of all new clients and ensure a successful handover to the client team. • Ensure our sales CRM is consistently updated. • Develop and maintain ongoing target lead lists. • Create monthly and quarterly business development reports for Caliber’s CEO and senior leadership team. • Remain current on trends within Caliber’s industries of focus. • Represent Caliber at 4 to 6 relevant conferences and events per year to forge new relationships and support existing partnerships.

• Support our business development strategy and outreach focused on targeting financial services, fintech, insurance, insurtech, real estate, proptech and related professional services businesses. • Manage leads, working closely with Caliber’s leadership team to help craft effective proposals and proactively identifying additional opportunities to grow the agency. • Vet RFIs and RFPs and, if deemed appropriate, work with team members to develop responses and ensure timely and impactful submission. • Work closely with individual team members to craft and refine successful capabilities and proposal decks. • Prepare consulting agreements and amendments in close coordination with management. • Work closely with our senior leadership team to finalize staffing of all new clients and ensure a successful handover to the client team. • Ensure our sales CRM is consistently updated. • Develop and maintain ongoing target lead lists. • Create monthly & quarterly business development reports for Caliber’s CEO and senior leadership team. • Represent Caliber at relevant conferences and events to forge new relationships and support existing.