• Own and deliver expansion (upsell and cross-sell) revenue targets across the installed existing customer base • Develop and execute a scalable expansion strategy aligned to company growth objectives • Segment the customer base to drive targeted expansion motions • Identify whitespace opportunities and build repeatable playbooks to capture them • Lead, coach, and develop a team of cross-sell and upsell Account Executives • Manage pipeline health, deal execution, and accurate forecasting for expansion revenue • Drive disciplined sales execution across complex dealer group buying environments • Partner closely with Customer Success to align on account strategy and renewal timing • Design and optimize expansion sales processes that integrate seamlessly with new business and renewals

• Meet and exceed quarterly territory sales quotas. • Conduct sales calls, both in-person and on Zoom. • Onboard new fertility practices and train clinic staff on the PatientFi platform, including best practices for increasing patient conversions and improving treatment accessibility. • Travel regularly throughout your territory to visit practices, strengthen relationships, and uncover new opportunities. Monthly, consistent travel required. • Attend Fertility Tradeshows and Regional or In Territory events to help drive leads and/or adoption. • Update and maintain detailed Practice interactions via the PatientFi CRM platform.

• Onboard new Gym Launch clients via Agency Onboarding Zoom calls • Ensure activation and integration of the following tech stack: GoHighLevel, Lead Connector, Twilio, GoDaddy, Meta/FB business manager, TikTok Ads manager, Zapier/Make.com, Asana • Host client facing “Pre-Launch” Zoom calls prior to ads going live to cover expectations and lay the foundation for a strong and successful relationship together. • Ensure that all media buyers are optimizing accounts to SOP standards and within KPI’s • Review account roster daily to ensure all are being served at a high level • Rebuild and optimize problem accounts to ensure excellent client experience • Provide feedback to media buyers to ensure alignment and results • Adhere to B2C marketing guidelines established by Gym Launch • Be available to our DIY clients to share expert advice on Paid Traffic Strategies • Support R&D testing to remain competitive in the B2C agency category. • Create educational Loom videos as needed for departments/clients. • Oversee and manage budgets provided by clients accurately and efficiently • Monitor emerging trends in social media paid advertising and adjust accordingly • Seek out new skills and strategies to help bring our services forward • Collaborate with team members on the clients in need of help, ensuring that the client experience exceeds their expectations. • Ensure that all client interactions are immediately and consistently noted • Maintain up to date technical expertise of all Gym Launch products • Ensure all stats sheets are managed and up to date by EOD Daily • Ensure EOW reports are submitted to Agency Manager by Friday EOD • Identify and communicate areas of opportunities for increased efficiencies and increased adoption within all Gym Launch Programs. • Complete preliminary Q.A. check prior to ads launch to ensure Facebook Integrations, software automations and more are set up appropriately. • Quickly identify gaps in our product and client experience that impact the success of our clients and communicate solutions to direct reports and other team members. • Confirm that all service procedures, policies, guidelines, and standards are being adhered to consistently and take necessary corrective actions when appropriate • Reply to each escalation and/or client request same-day or first thing the following day for overnight requests.

• Own the product strategy and execution for our partnerships with major health plans, EAPs, and referral platforms • Shape how Rula connects with the healthcare ecosystem at scale • Lead cross-functional efforts across Product, Engineering, Design, Data, and Business Development • Take messy, ambiguous partner requirements and turn them into elegant solutions: APIs that disappear into workflows, booking experiences that just work, and integrations that become a long-term advantage rather than a one-off launch