• Identify and cultivate partner relationships with key individuals. • Support the development of business and revenue growth plans through proactive and innovative initiatives, leveraging both direct and indirect engagement methods. • Lead the formation and implementation of comprehensive strategies to generate high-quality leads and build a robust pipeline of new business prospects. • Evaluate and manage new strategic business opportunities for products, services, mergers, acquisitions, partnerships, alliances and/or joint ventures. • Develop and execute strategic prospecting plans to meet the business goals of the organization. • Research and identify potential practices, partners, and/or customers using online tools, internal databases, and other resources. • Source and attract qualified prospects through various channels, including inbound leads, social media, networking events, and direct outreach. • Build and maintain relationships with healthcare professionals, industry associations, and brokers to expand the prospect pipeline. • Evaluate prospect qualifications, conduct exploratory discussions, gather and assess relevant data to confirm that all leads satisfy preliminary requirements; facilitate the scheduling of meetings with colleagues as needed. • Monitor and track key prospecting metrics such as meetings booked, sources of prospects, and lead quality; regularly report on these performance indicators. • Develop and refine Customer Relationship Management (CRM) strategies to engage new prospects, optimize outreach methods, and manage prospect information for timely follow-ups and tracking. • Assist in the development and implementation of prospecting policies, procedures, and guidelines. • Collaborate with internal business partners to understand acquisition requirements and develop targeted prospecting strategies. • Coordinate with partners for annual prospecting and attend lead sourcing events, dinners, and conferences. • Manage the full acquisition lifecycle from initial contact to Letter of Intent. • Keep up to date with industry trends, best practices, and regulatory updates impacting the optical industry and optometrist practice acquisitions.

• Responsible for selling software Generative AI solutions & services in GBS - Engineering & Applications Space (Data, AI & Generative AI) • Experience in all facets of business development from generating leads to closing. • Responsible for coordinating sales efforts across a cross-functional team mapping and interacting with CTOs, CIOs, Chief Digital Officers, Engineering Heads, Functional Heads & Directors in the Applications & Engineering space. • Build credible and lasting relationships with prospects and customers for repeat business. • Collaborate with other BU sales teams (Account Managers, BDMs) to cross-sell Generative AI offerings into existing accounts of company or new opportunities. • Delivering sales revenue (recognized and collected) as per assigned quota quarterly. • Maintain contact and opportunity information completely, accurately and in a timely manner. • Prospect to establish new accounts or extend business in existing accounts. • Attend and represent various business and industry meetings and trade shows. • Have a comprehensive channel strategy/multipoint lead generation. • Work with Alliance Partner’s field team to create relationship and generate leads • Leverage all available networks and alliances to uncover additional sales opportunities. • Set customer expectations consistent with service offerings and delivery potential. • MUST meet and/or exceed quarterly targets set. • Accurately forecast business deals to be closed. • Leverage other Business Unit BDMs to achieve the targets. • Delivering new business that encompasses all service offerings.

• Manage the entire sales process, including prospecting, qualifying, proposing, negotiating, and closing PDES opportunities. • Cultivate credible, long-term relationships with prospects and customers to encourage repeat business. • Achieve and exceed assigned quarterly sales revenue targets (recognized and collected). • Maintain comprehensive, accurate, and timely records of contact and opportunity information. • Identify and develop new accounts while expanding business within existing accounts. • Attend and represent the company at various business and industry meetings, conferences and trade shows. • Implement a comprehensive channel and partner strategy with multipoint lead generation to maximize outreach. • Leverage existing networks and alliances to uncover additional sales opportunities. • Set customer expectations consistent with Happiest Minds’ service offerings and delivery capabilities.

• Analyze current customer accounts, establishing cross-sell/account rounding opportunities. • Develop and maintain relationships with key decision-makers on existing accounts to deepen client engagement and identify potential referrals. • Generate new business leads based on lost accounts, industry listings, networking, and referrals. • Maintain accurate records of sales activities, customer interactions, and pipeline opportunities. • Collaborate with marketing and advertising teams to develop and implement effective sales campaigns. • Manage a portfolio of lost accounts-identifying reasons for the loss and developing strategies to win back business. • Stay up to date with industry trends and changes in insurance policies and regulations. • Review in-force policies for current clients, ensuring forms, endorsements, policy changes, billing, and other data are accurate in our agency management system. • Follow up with clients regularly to ensure customer satisfaction and identify opportunities for cross-selling or upselling. • Working with insurance company underwriters to receive timely and accurate quotes. • Preparing renewal presentations + binding/reissuing policies.