• Convert qualified leads generated through marketing campaigns, webinars, and events into paying customers. • Conduct consultation calls with prospective clients and partners. • Guide prospects through the decision-making process for programs, training, and retreats. • Maintain and manage a structured sales pipeline within the CRM. • Track conversion rates and improve the sales process over time. • Sell premium programs such as: Practitioner training programs, Retreat experiences, Specialized courses, Consulting or institutional programs. • Develop strong trust-based relationships with prospective clients. • Identify client needs and recommend appropriate programs. • Collaborate with leadership to develop revenue strategies and targets. • Provide feedback from prospects to improve offers, messaging, and pricing. • Identify new market opportunities and partnership channels. • Support launch strategies for new programs and offerings. • Ensure prospective clients receive thoughtful and professional communication. • Follow up with leads and maintain long-term relationships. • Support onboarding of new clients into programs.

• Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone. • Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth. • Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy. • Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department. • Review transactional work and ensure all monthly accounting activities stay on schedule.

• Deliver monthly/quarterly/yearly sales targets in terms of overall territory turnover, number of buying accounts and specific brands/innovations/initiatives turnover • Target, profile, and work to convert key prospective salons and spas into customers • Strategically and tactically develop a strong and profitable business partnership with salons • Accurately report and forecast the business which would include monthly sales, promotions, and initiatives • Effectively work with direct manager & cross-functional internal resources to plan and execute strategic plans with excellence

• Strategic partner relationships across China • Cross-border payment enablement (collections, payouts, FX); supporting onboarding, product adoption, and expansion • Manage escalations and provide structured updates • Coordinate with Product, Compliance, and Engineering teams • Partner growth, retention, and expansion • On-ground representation of Fincra at meetings and industry events