• Execute targeted outbound prospecting via email, LinkedIn, phone, and events to build a pipeline of qualified fintech, payments, and sponsor banking prospects. • Identify and research prospects aligned with Coastal’s strategic growth goals, including embedded finance and BaaS opportunities. • Manage inbound lead qualification, ensuring timely follow-up and routing to the appropriate internal teams. • Conduct introductory discovery calls to assess strategic fit, business model alignment, regulatory considerations, and partnership potential. • Document key insights and qualification outcomes in CRM, maintaining high-quality data standards. • Partner with Business Development leadership and internal functions (Compliance, Risk, Product, Operations) to align prospect qualification with Coastal’s risk appetite and product capabilities. • Support preparation of materials for partner meetings and internal decision making. • Stay informed on industry trends in payments, fintech, embedded finance, and sponsor banking. • Represent Coastal at select industry events, meetups, and conferences to broaden awareness and build early relationships.

• Set-up meetings with key decision makers and influencers to identify, qualify, consult and close opportunities • Proactively target new accounts • Expand accounts once opened (new and existing) • Create and update Strategic Account Development Plans • Develop strong and strategic client relationships within target accounts • Consult and collaborate with internal service delivery teams within our lines of business to craft appropriate solutions that meet the unique business requirements of identified opportunities • Write proposals, develop presentations and draft SOWs as part of the sales process and cycle • Manage and track pipeline and opportunities via Red Nucleus’ opportunity management process • Lead pricing negotiations with clients to ensure all business sold meets profitability targets • Ensure a seamless transition from the sales process to the delivery team • Identify opportunities for other Red Nucleus business units to facilitate cross-selling • Provide direction and input towards targeted Marketing initiatives including attendance at key industry conferences.

• Systematically map the market to identify suppliers that match the business and technical requirements of our API, Native, and HB projects • Initiate selective, high-quality contact with potential partners; present our technical capabilities and business value effectively • Lead the communication process, negotiate commercial terms, and secure the signing of the partnership agreement • Ensure a seamless transfer of the signed partner to the Account Manager and Technical teams for onboarding and integration • Maintain accurate data and activity tracking in HubSpot CRM • Work closely with the BDM Lead to ensure targeted supply sources align with the department’s broader strategy

• Identify and onboard opportunities, utilizing the portfolio of Forbes Enterprise marketing solutions. • Research and identify key stakeholders within target organizations. • Develop communication strategies and driving multi-channel engagement campaigns, including on-phone sales. • Cultivate strong relationships with clients and maintain communication throughout the sales process. • Stay updated on industry trends, competitor activities, and emerging technologies in performance marketing. • Manage and report pipeline progression, hitting set KPIs. • Proactively seek opportunities to upsell and renew deals.