• Create and personalize a territory plan for the assigned territory. • Prospect to and create contacts within Commercial Accounts in a geographic region. • Proactively pursue existing leads who have expressed interest in our services. • Collaborate with and engage the right Delinea technical experts to provide an accurate and compelling story on our products’ strengths and capabilities to win deals. • Consistently meet/exceed sales targets. • Maintain an accurate forecast of sales pipeline. • Cultivate and manage relationships with Channel partners. • Never stop learning! Continue to hone your craft and build your expertise in Cybersecurity.

• Serve as the main point of contact for the partner, ensuring all contractual commitments are met and communicating promptly to address high-priority needs. • Look for opportunities to engage with the partner’s clients to help increase Bamboo Health’s visibility and presence in the market. • Work closely with the partner to understand their commitments, capabilities, and capacity to meet agreed-upon metrics and KPIs, and identify upsell opportunities that address service gaps and support their performance. • Serve as an escalation resource for internal teams to help ensure projects and deliverables stay on track. • Proactively identify risks, remove roadblocks, and develop mitigation plans to maintain account stability. • Act as a bridge between the partner and Bamboo Health teams, ensuring support, product, and delivery groups stay aligned on shared goals. • Prepare and deliver strategic account reviews and track progress toward annual business objectives. • Maintain a solid understanding of the market and the partner’s environment, including opportunities, priorities, and issues that could impact the work. • Collaborate with client support, product management, marketing, operations, and engineering to complete scopes of work, change orders, and software enhancement documentation accurately and on time. • Manage contract renewals, extensions, project additions, and other contract-related updates for current business. • Stay curious about emerging AI tools and how they can streamline or enhance work within your function.

Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Sales Customer Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Sales Customer Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: - Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. - Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. - Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. - End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. - CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? - Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. - Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. - No prior experience needed - we provide full training to set you up for success. - Enjoy a full-time role packed with opportunities to advance and grow your career. - Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. - Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. - Strong Community: Become part of a collaborative and supportive network of peers. - Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: - Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. - Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. - Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. - Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Sales Customer Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Sales Customer Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: - Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. - Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. - Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. - End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. - CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? - Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. - Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. - No prior experience needed - we provide full training to set you up for success. - Enjoy a full-time role packed with opportunities to advance and grow your career. - Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. - Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. - Strong Community: Become part of a collaborative and supportive network of peers. - Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: - Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. - Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. - Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. - Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!