• Generate new client introductions, particularly to hospital and health system CFOs, CMOs, CMIOs, COOs, CQOs, clinical departments' leadership, and other hospital stakeholders. • Exhibit the diligence to generate new health system introductions beyond those generated through corporate processes. • Progressing complex opportunities with many stakeholders to close business. This includes identifying champion(s), prospect's needs, and connection to strategic priorities, budget, approval, ROI, and timeline. • Develop account plans and maintain senior peer relationships with prospects. • Work with the CCO and/or the CEO, in addition to the prospect to receive, address, and contract (including redlines), leading to signature. • Transition newly signed clients internally to ensure timeline implementation and go-live. • Maintain relationships with new signed clients, partnering with Customer Success to ensure client satisfaction, supporting and managing both customer expansion and upsells. • Maintain and update the sales pipeline every day in HealthLeap’s CRM (Salesforce). Since HealthLeap uses its pipeline tool to communicate all client and prospect activities across the operations and leadership teams, real-time pipeline hygiene is essential. • Bring creativity to continue to reduce sales cycle time

• Design and implement thoughtful sales programs that support organizational goals and strengthen customer partnerships. • Develop annual business plans and strategies that help your territory grow sustainably. • Engage new customers and introduce new applications, using value-focused conversations and clear ROI support. • Maintain a well-organized and accurate sales funnel in SFDC to help guide planning and forecasting. • Support healthy account management including pump settings, pricing, and accounts receivable. • Collaborate closely with cross-functional partners (Corporate Accounts, Regional Marketing, Pricing, Applications) to align on customer needs and market insights. • Promote a safe and continuous-improvement mindset when reviewing processes and applications. • Foster strong customer relationships to encourage long-term satisfaction, retention, and growth.

• Source New Opportunities: Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers. • Partner Cross-Functionally: Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers. Work together to develop tailored engagement and outreach strategies. • Customer Engagement: Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions. • Pipeline Development & Handoff: Act as the bridge between CSMs and Account Executives (AEs)—qualifying expansion opportunities and executing a seamless handoff for sales follow-up and deal execution. • Campaign Collaboration: Partner with Marketing and Sales leadership to drive awareness and engagement through events, webinars, and industry conferences. Contribute to campaign planning and follow-up to build and accelerate FA pipeline. • Data Management & Reporting: Maintain disciplined and accurate tracking of all outreach, account signals, and opportunity progress within Juniper Square’s CRM and reporting systems. • Performance & Accountability: Consistently achieve or exceed quarterly pipeline creation goals for Fund Administration, demonstrating strong execution, collaboration, and strategic account engagement.

• Develop and execute channel sales strategy : Build and scale an effective distributor/dealer channel program aligned with company growth and revenue goals. • Recruit and onboard new partners: Identify high‑potential distributors/dealers and lead them through a structured onboarding process. • Manage distributor relationships : Drive strong, ongoing engagement with channel partners and build multi‑layered relationships at national and branch levels. • Drive channel performance : Set KPIs, monitor execution, and implement plans to accelerate rep productivity and sales growth. • Support new distributors with training and resources : Deliver product training, provide commercial support, and host joint events with reps to increase customer engagement. • Collaborate across the business : Partner with Customer Service, Engineering, Production, and Marketing to support channel needs and deliver a seamless customer experience. • Forecast and report pipeline : Provide accurate visibility into partner‑driven revenue, opportunities, and forecasts. • Analyze the market : Stay current on market trends, competitor activity, and customer needs; share insights to inform and improve market strategy.