• Prospect and qualify leads (LinkedIn, company website, Upwork, and events). • Prepare commercial proposals and company presentations. • Lead strategic sales meetings and online presentations. • Log and track all opportunities in Zoho CRM. • Coordinate negotiations and closings using Zoho Sign. • Collaborate with Marketing, Finance, and Cloud teams. • Create performance reports and conversion metrics.

• Build relationships with founders, DAOs, protocols, funds and ecosystem partners • Source new crypto treasury opportunities and partnerships • Understand how Web3 teams manage capital and translate needs into practical treasury solutions • Support onboarding and ongoing management of treasury mandates • Own conversations from first intro through execution • Represent SVH at Web3 events, meetups and conferences • Share market insights to help shape treasury strategy and offerings

• Own top-of-funnel sales motion for enterprise • Create the BDR playbook for outbound prospecting • Source new sales opportunities through outbound outreach and inbound qualification • Grow top of funnel sales through warm and outbound prospecting campaigns • Qualify with rigor: Run discovery to uncover current PBM challenges, member pain points, renewal timelines, and decision criteria; set high-quality meetings for AEs • Personalized outreach at scale: Partner with marketing & Sales VPs to craft & execute outreach sequences, call talk tracks, and value-led messaging that map SmithRx’s transparent, pass-through PBM model to personalized buyer pain points • Research companies and add prospects to our outbound lists • Funnel/Pipeline hygiene & forecasting: Maintain meticulous CRM notes, activity logging, lead source attribution, conversion metrics, and next steps to provide visibility to the Go-To-Market team

• Inbox & Communication Management – 25% - Manage the CEO’s inbox to maintain daily organization and zero backlog - Draft and send high-quality responses on behalf of the CEO with accurate tone and context - Manage LinkedIn communications including outreach, engagement, and follow-ups - Track ongoing conversations and ensure timely follow-ups across all channels - Escalate only high-priority items requiring direct CEO involvement • Sales & Business Development Acceleration – 30% - Draft proposals, letters of intent, licensing agreements, and meeting materials - Advance prospect conversations and maintain consistent engagement - Build and maintain prospect lists through research and data gathering - Prepare detailed meeting briefs and update sales materials post-discussions - Maintain CRM data accuracy, pipeline tracking, and reporting insights • Calendar & Meeting Coordination – 15% - Manage and optimize the CEO’s calendar, ensuring alignment with priorities - Schedule meetings efficiently across time zones within tight turnaround times - Coordinate logistics for external meetings, conferences, and partner engagements • Logistics, Admin & Operations – 15% - Coordinate travel arrangements and create detailed itineraries - Organize event logistics including venues, invitations, and attendee coordination - Track and submit expenses and receipts for accounting processes - Support administrative operations including documentation and system organization • AI, Automation & Systems Building – 15% - Identify repetitive tasks and implement automation workflows - Develop and refine AI prompts for communication and documentation tasks - Create and maintain SOPs for recurring workflows - Evaluate and adopt new tools to improve operational efficiency