• Elicit, document, and validate business requirements; translate needs into user stories and functional specs for Salesforce and integrated systems. • Map current‑state workflows; design future‑state processes aligned to best practices and scalability. • Identify gaps, propose improvements, and align solutions with business outcomes and governance standards. • Facilitate workshops, demos, and feedback sessions to drive alignment and decision‑making. • Manage users, profiles/roles, permission sets, sharing rules, and data/metadata security. • Configure objects, fields, page layouts, record types, validation rules, formulas, and declarative automation (Flow). • Leverage reporting and query capabilities to deliver actionable dashboards and reports for end users and leadership. • Support multi‑cloud capabilities and ensure data integrity across business units and orgs. • Own the lifecycle of all third‑party applications and managed packages. • Partner with technical and business stakeholders on solution‑architecture‑level decisions. • Act as a product owner for the business, engaging with stakeholders to define requirements and manage backlog prioritization.

• Own and scale Sidecar Health’s broker growth strategy in your region - equipping brokers and GAs with the knowledge, tools, and confidence to win • Build deep, trusted relationships with brokers, GAs, and distribution partners, becoming a go-to expert in your market • Identifying high-potential distribution partners to invest in and grow with over time • Serve as the face of Sidecar Health locally, representing us at broker events, industry meetings, and community gatherings • Identify, test and refine new go-to-market and growth strategies, sharing insights to shape national sales efforts • Consistently meet or exceed sales goals while delivering an exceptional partner experience • Bring competitive intelligence and market insights to inform product and strategy decisions

• Create and execute strategic growth plan for B2B and B2B2C sales in collaboration with the Wealth Management marketing, product, and sales teams. • Execute strategic initiatives and product launches at the sales team level as outlined by product, marketing, and sales leadership. • Build and maintain key customer and industry relationships within an aligned segment of focus, to include attending client site meetings and other industry events. • Deliver on financial objectives, including goal attainment and expense management, and follow the Kaplan Sales Process to maximize growth potential. • Maintain accurate reporting and sales forecasting with CRM utilization to the EDS Vertical Markets. • Track the progress of key initiatives and implementations; report results and recommended strategy changes to Sales Leadership. • Internally impact and direct activity and results through a layered and matrixed organization by working cross-functionally and building internal partnerships with key stakeholders. • Influence without authority across multiple levels of the sales organization, and work to improve sales organizational understanding of key industry trends, the competitive landscape, and our differentiated depth of solutions within their alignment. • Ability and willingness to travel between 30-50% of the time. May require air and overnight travel.

• Prospect, educate, and close complex sales opportunities with health plans • Develop and clearly articulate value propositions tailored to payer partners • Partner with internal subject-matter experts to advance deals, develop sales materials, and address complex customer needs • Build and maintain strong relationships with health plan leaders and key stakeholders • Manage and grow a healthy sales pipeline, including accurate forecasting and performance tracking • Collaborate closely with internal teams (Product, Legal, Finance, Implementation) to successfully close deals and support long-term account success • Represent the company at industry conferences, events, and meetings as a sales ambassador • Leverage health plan industry knowledge to identify and access new business opportunities • Share insights, best practices, and learnings with peers to contribute to overall team success