• Analyze current customer accounts, establishing cross-sell/account rounding opportunities. • Develop and maintain relationships with key decision-makers on existing accounts to deepen client engagement and identify potential referrals. • Generate new business leads based on lost accounts, industry listings, networking, and referrals. • Maintain accurate records of sales activities, customer interactions, and pipeline opportunities. • Collaborate with marketing and advertising teams to develop and implement effective sales campaigns. • Manage a portfolio of lost accounts-identifying reasons for the loss and developing strategies to win back business. • Stay up to date with industry trends and changes in insurance policies and regulations. • Review in-force policies for current clients, ensuring forms, endorsements, policy changes, billing, and other data are accurate in our agency management system. • Follow up with clients regularly to ensure customer satisfaction and identify opportunities for cross-selling or upselling. • Working with insurance company underwriters to receive timely and accurate quotes. • Preparing renewal presentations + binding/reissuing policies.

• Develop and execute a comprehensive growth strategy that will increase revenue, market share, and profitability within the Logistics and Manufacturing vertical markets • Provide guidance and mentorship of the extended teams to ensure mutual success • Provide leadership and direction during times of change or crisis • Establish strong data hygiene practices in Salesforce to ensure all activities are accurately recorded and up to date • Maintain a robust and recurring sales pipeline to drive consistent success and support organizational growth • Partner with our segmentation team to identify and assess new business opportunities, • Create and deliver a method of constantly assessing the buyer journey • Partner with Commercial Operations team to monitor and evaluate competitor activities, services, and products • Maximize key relationships to create synergies, alliances, and opportunities • Stay current on industry trends and best practices, sharing knowledge with the team and across the organization • Utilize data and market trends to inform decision making and sales planning • Develop relationships with key partners and customers

• Search for potential clients, visit medical complexes and physicians / health care professionals and obtain referrals • Identify pharmacies (non-compounders / compounders) and successfully convert their business to Medisca • Increase Medisca’s share of existing accounts • Leverage existing health care compounding prescribers to increase Medisca’s brand • Educate health care professionals on compounding to increase scripts • Attain monthly sales objectives and monitor profit margins • Analyze territory trends and identify opportunities • Regularly track and increase pharmacist business • Follow up with customers on sales and product availability • Proactively following up with clients to ensure that they always have the support they need • Generate Sales from Inactive & New Customers • Cold call prospective customers & determine opportunities to create business • Open new accounts & support onboarding • Work collaboratively with Account Executives • Discuss existing accounts with Account Executives & strategize on how to increase business

• Conduct thorough market research to identify trends, customer needs, and competitive landscape in C&I Segment. • Develop and implement strategic business development plans to achieve sales targets and market expansion goals. • Build and maintain strong relationships with key stakeholders, including utility companies, regulatory bodies, and industry partners. • Serve as the primary point of contact for customers, addressing their needs and ensuring satisfaction with our solutions. • Drive the entire sales cycle from prospecting to closing deals, ensuring alignment with the company’s financial objectives. • Prepare and deliver compelling presentations, proposals, and demonstrations tailored to customer requirements. • Negotiate contracts and agreements to maximize profitability while meeting customer expectations. • Work closely with the product development, solution engineering and energy services teams to ensure our solutions meet market demands and regulatory standards. • Collaborate with marketing to develop and execute effective campaigns and promotional activities. • Monitor and report on sales performance, market trends, and customer feedback to senior management. • Track opportunities, manage pipelines, and provide accurate sales forecasts.