• Identify and evaluate emerging verticals and adjacent markets for scalable growth and strategic investment • Conduct market analysis, competitive benchmarking, and feasibility assessments to support investment decisions • Establish strategic partnerships and alliances to accelerate entry into new industries • Define commercialization roadmaps, pricing strategies, and value propositions for new and enhanced products to maximize adoption and profitability • Drive quote-to-order conversion by identifying and executing strategies that increase new business success rates and establish sustainable, recurring revenue streams • Collaborate cross-functionally with Product, Marketing, and R&D teams to align commercialization efforts with customer needs and market trends • Lead commercial strategy to drive revenue growth across core and emerging markets • Develop the commercial framework and future organizational structure required to support consultative, solution-based selling; recruit and lead a high-performing team as market traction is achieved • Establish performance metrics and sales targets aligned with business objectives • Monitor industry trends, customer behaviors, and competitive movements to inform strategic direction • Champion innovation, collaboration, and continuous improvement across all commercial functions

• Drive new business growth through the broker and/or consultant channels. • Own the full sales cycle—from education and analysis to strategic contribution design and contract execution. • Provide training and thought leadership on ICHRA and SureCo’s platform. • Manage all aspects of the deal—from prospecting to final contracting. • Represent SureCo at industry events, seminars, and symposiums. • Stay current on healthcare legislation and trends impacting ICHRA and employee benefits.

• Managing the development and implementation of growth strategy for the North Central United States • Building and maintaining influential relationships with senior-level decision makers at customers and distributors • Implementing overall territory growth plan for the assigned territory • Conducting regular reviews and strategy meetings with target customers • Achieving assigned budget and growth targets for customers • Prospecting and developing new customers and programs • Coordinating cross functional support required from Product Management, Engineering, Customer Service and Operations

• Identify and research potential clients • Develop and maintain client relationships • Work with potential clients to identify equipment for pilots • Coordinate and assist in the successful implementation of pilots • Coordinate and assist with client stakeholders to get new products approved • Negotiate contract terms with clients and communicate with stakeholders • Make and give presentations to prospective clients and internal executives • Travel to client sites and tradeshows as needed to win new business • Assist in developing sales strategy for new products • Assist product and marketing teams in developing marketing content