• Optimize and mine sales through industrial distributor channel partners • Prospect, qualify, and develop new end-user customers • Present, demonstrate and sell products and solutions to customers • Manage and grow sales by supporting distributor partners • Conduct joint calls, sales and product training • Technical support and problem resolution.

• Reporting to the department SVP, the Coordinator will be the backbone of the Payer, Provider, Life Sciences team. • Support sales by marketing/keeping salesforce up to date/pulling reports/ proposing ideas to generate sales business. • Create Fellowship invitations/ keep executives’ calendars organized to optimize revenue generation/keep BOX notes accurate and up-to-date. • Supports and works effectively with all team members within the Fellowship Partnership team to achieve/exceed revenue goals. • Owns an effective process that provides weekly updates for the sales team to accurately track progress against sales goals. • Prepares for weekly Pipeline meetings with data that allows sales leaders to effectively prioritize their time and focus. • Creates and maintains effective and accurate Salesforce dashboards and reports. • Makes sure Salesforce records are consistently up to date and accurate.

• Lead execution of capital raises with HNWIs, family offices, wealth managers, and other private capital sources. • Build, maintain and expand a high-quality pipeline of prospective investors; cultivate long-term relationships and act as a trusted advisor to investors. • Interface with and close HNWI investor leads that come in from various marketing channels. • Plan and lead investor roadshows, conferences, dinners, and meetings. • Be visible and develop a voice on social media. • Own investor communications: quarterly investor letters, performance reporting, investor Q&As, and materials for board/investor meetings. • Ensure best-in-class investor service and responsiveness; coordinate subscription/closing processes and ongoing KYC/AML/compliance. • Manage CRM (Hubspot and CashFlowPortal) and investor tracking processes. • Together with the C-suite team, lead on capital markets initiatives, including securitizations, loan sales, whole-loan transactions, warehouse financing, and other liability or capitalization solutions. • Lead investor due diligence processes for structured transactions and secondary sales. • Develop and execute multi-year capital raising strategy and annual targets in partnership with senior leadership. • Develop investor pitch materials, financial models and transaction teasers; present to investors and rating agencies as needed. • Track market trends, investor appetite, and competitive activity; proactively recommend funding and capital strategies.

• Execute high-volume outbound prospecting (80+ calls per day) • Book and run discovery calls and product demos • Engage C-suite and senior leaders at health systems and large practices • Build and manage pipeline in HubSpot • Collaborate closely with senior leadership on strategic accounts • Consistently meet and exceed activity and revenue targets • Represent RPM Healthcare with professionalism and credibility