• Lead execution of capital raises with HNWIs, family offices, wealth managers, and other private capital sources. • Build, maintain and expand a high-quality pipeline of prospective investors; cultivate long-term relationships and act as a trusted advisor to investors. • Interface with and close HNWI investor leads that come in from various marketing channels. • Plan and lead investor roadshows, conferences, dinners, and meetings. • Be visible and develop a voice on social media. • Own investor communications: quarterly investor letters, performance reporting, investor Q&As, and materials for board/investor meetings. • Ensure best-in-class investor service and responsiveness; coordinate subscription/closing processes and ongoing KYC/AML/compliance. • Manage CRM (Hubspot and CashFlowPortal) and investor tracking processes. • Together with the C-suite team, lead on capital markets initiatives, including securitizations, loan sales, whole-loan transactions, warehouse financing, and other liability or capitalization solutions. • Lead investor due diligence processes for structured transactions and secondary sales. • Develop and execute multi-year capital raising strategy and annual targets in partnership with senior leadership. • Develop investor pitch materials, financial models and transaction teasers; present to investors and rating agencies as needed. • Track market trends, investor appetite, and competitive activity; proactively recommend funding and capital strategies.

• Execute high-volume outbound prospecting (80+ calls per day) • Book and run discovery calls and product demos • Engage C-suite and senior leaders at health systems and large practices • Build and manage pipeline in HubSpot • Collaborate closely with senior leadership on strategic accounts • Consistently meet and exceed activity and revenue targets • Represent RPM Healthcare with professionalism and credibility

• Develop and manage relationships with C-suite and senior executives at health systems and large practices • Originate, negotiate, and close enterprise partnerships • Drive at least $2M+ in annual new revenue • Expand existing relationships and uncover upsell opportunities • Partner with executive leadership on growth strategy • Represent RPM Healthcare at industry events and conferences • Lead complex sales cycles from introduction to contract execution • Maintain accurate forecasting and pipeline management

• Be a brand champion • Research and recruit new brand partners • Build authentic relationships • Support content for other teams • Dig into the data • Drive impactful business results • Be a strategic contributor • Proactively optimize • Connect and engage with their network