Sanguine Strategic Advisors

• Serve as strategic advisor and hands-on operator for clients • Collaborate with clients to define partnership strategy aligned with business objectives • Conduct market research and competitive analysis to identify partnership opportunities • Develop partnership program frameworks and value propositions • Create partnership roadmaps with clear milestones and success metrics • Design partnership program structures, tiers, and benefit packages • Develop partner onboarding processes and enablement materials • Create partnership agreements, terms, and legal frameworks • Establish partnership operations including workflows, tools, and systems • Identify and recruit strategic partners aligned with client objectives • Build and execute partner acquisition strategies • Develop partner marketing and co-marketing initiatives • Optimize partner engagement and activation strategies • Manage day-to-day partnership operations and partner relationships • Monitor partnership performance metrics and KPIs • Conduct regular business reviews with partners • Provide strategic recommendations for program evolution • Present regular progress reports and insights to client stakeholders

• Own the full sales cycle from prospecting to close for SMB and Mid-market accounts • Identify and qualify new business opportunities through outbound prospecting, inbound leads, and networking • Conduct product demonstrations and presentations that articulate Introzy's value proposition to diverse stakeholders • Build and maintain strong relationships with prospects and customers, serving as a trusted advisor • Collaborate with marketing, customer success, and product teams to ensure seamless customer experience • Consistently meet and exceed quarterly and annual sales quotas • Maintain accurate sales forecasts and pipeline management in CRM • Stay current on industry trends, competitive landscape, and partner ecosystem best practices

• Own and execute the full B2B SaaS sales cycle from prospecting through close for mid-market deals ranging from $50K-$250K • Recruit, develop, and mentor a high-potential sales bench, building a clear growth track from SDR → BDR → Senior AE → Sales Manager • Target and engage with fractional C-suite consulting groups, wealth advisors, tax consultants, and other professional services firms outlined in our ICP targets • Leverage AI-powered sales and outreach tools to build pipeline and drive efficient prospecting • Develop and execute strategic account plans to penetrate target accounts and build relationships with key decision makers • Conduct discovery calls, product demonstrations, and negotiations with C-level executives and practice leaders • Collaborate with leadership to refine sales strategy, messaging, and go-to-market approach • Build repeatable sales processes and playbooks as we scale • Track and report on sales metrics, pipeline health, and revenue forecasts

• Own outbound prospecting using Apollo.io and other tools to build and manage your pipeline daily • Identify, reach out to, and qualify new business opportunities through cold outreach, email sequences, and social selling • Conduct product demos that clearly communicate Introzy's value proposition to SMB and Mid-market buyers • Manage your full sales cycle from first contact to close • Collaborate with marketing and customer success to ensure a smooth handoff and great buyer experience • Hit and exceed monthly and quarterly activity and pipeline targets • Keep your CRM data clean and your forecasting accurate • Stay sharp on industry trends, the competitive landscape, and partner ecosystem best practices

• Campaign Execution - Launch and manage campaign landing pages, build and execute outbound nurture sequences, and support demand gen initiatives. • Webinar & Event Marketing - Manage webinars end-to-end, from registration pages and promotional sequences through to post-event nurture flows. • Content & Website Execution - Upload and manage blogs and website content, create one-pagers and sales decks. • Reporting & Optimization - Track campaign and funnel performance, monitor engagement-to-lead conversion, and provide clear performance reporting.

• Serve as the embedded marketing lead for a primary strategic advisory client • Responsible for translating business priorities into campaigns, content, and measurable growth outcomes • Operate as both account lead and execution owner • Develop and manage multi-channel campaigns, optimize landing pages, and manage budgets • Develop and manage content together with internal creators for thought leadership • Track, report, and identify optimization opportunities aligned with revenue impact • Act as marketing lead for the primary advisory client, coordinate with designers and external contributors

• Own the full sales cycle from prospecting to close for SMB and Mid-market accounts • Identify and qualify new business opportunities through outbound prospecting, inbound leads, and networking • Conduct product demonstrations and presentations that articulate Introzy's value proposition to diverse stakeholders • Build and maintain strong relationships with prospects and customers, serving as a trusted advisor • Collaborate with marketing, customer success, and product teams to ensure seamless customer experience • Consistently meet and exceed quarterly and annual sales quotas • Maintain accurate sales forecasts and pipeline management in CRM • Stay current on industry trends, competitive landscape, and partner ecosystem best practices

• Define and execute the go-to-market strategy for enterprise and strategic accounts • Establish market presence and thought leadership within the benefits consulting, health plan, and employer communities • Build executive relationships with Chief Human Resources Officers, Chief Financial Officers, Benefits Directors, and Total Rewards leaders • Shape product evolution by bringing market intelligence and strategic client feedback to our innovation roadmap • Create referenceable success stories that establish our platform as the category leader in preventive health solutions • Architect and execute a comprehensive enterprise growth strategy targeting Fortune 1000 companies, mid-market employers (500+ employees), large health systems, and national benefits consulting firms • Identify and prioritize high-value market segments based on industry vertical, geographic concentration, benefits philosophy, and strategic fit • Build and leverage relationships with top-tier benefits consulting firms (Mercer, Aon, WTW, Gallagher, Hub, etc.) to establish channel partnerships and drive referral networks • Develop thought leadership positioning through speaking engagements, white papers, industry conference participation, and media engagement • Serve as the external face of the organization within the preventive health and benefits innovation ecosystem • Cultivate C-suite and senior executive relationships with decision-makers and influencers across HR, Finance, Operations, and Risk Management • Navigate complex, multi-stakeholder buying processes involving benefits committees, finance teams, legal/compliance, wellness committees, and executive leadership • Conduct executive-level consultations that position preventive health as a strategic imperative aligned with organizational objectives (cost containment, talent strategy, ESG/wellness commitments, productivity enhancement) • Build trust-based advisory relationships that position you as a strategic partner, not a vendor • Leverage industry credibility and professional network to accelerate market entry and relationship development • Lead comprehensive needs assessments to understand each organization's unique challenges, population health profile, benefits philosophy, and financial objectives • Design customized preventive health solutions incorporating clinical programming, engagement strategies, incentive design, communications planning, and measurement frameworks • Develop compelling business cases quantifying ROI through claims cost reduction, productivity gains, absenteeism/presenteeism improvement, and risk mitigation • Collaborate with clinical, operations, and customer success teams to ensure solution feasibility and exceptional implementation quality • Present to Boards, Executive Committees, and Benefits Committees with data-driven recommendations and strategic rationale • Manage complex, extended sales cycles (typically 6-18 months for enterprise accounts) with multiple touchpoints, stakeholders, and decision gates • Lead contract negotiations balancing client needs, competitive positioning, and company financial objectives • Coordinate cross-functional teams (legal, finance, clinical, operations, technology) to support deal closure and client onboarding • Maintain ongoing strategic relationships with key accounts to identify expansion opportunities, ensure satisfaction, and generate referrals and case studies • Serve as executive sponsor for strategic accounts during implementation and first year of partnership • Monitor healthcare policy developments, regulatory changes, market trends, and competitive dynamics affecting preventive health and employer benefits • Provide strategic input to product development, pricing strategy, and go-to-market positioning based on market feedback and competitive intelligence • Identify emerging opportunities in adjacent markets (health plans, provider organizations, public sector, international expansion) • Contribute to strategic planning, market positioning, and long-term growth initiatives at the executive level • Achieve annual partnership and revenue targets aligned with company growth objectives • Build and maintain a robust pipeline of qualified opportunities using disciplined opportunity management and forecasting practices • Mentor and collaborate with junior business development team members (as organization scales) • Model best practices in consultative selling, executive engagement, and strategic partnership development • Represent the organization with professionalism, integrity, and strategic acumen in all market interactions