• Build and manage a targeted pipeline across outbound, referrals, dormant past clients, and reactivation efforts • Own top-of-funnel strategy, including ICP definition, qualification criteria, and outreach prioritization • Develop and execute account plans for priority prospects and key growth accounts • Lead and shape early-stage client conversations to uncover needs and position solutions • Lead introductory calls, qualification discussions, and early commercial conversations • Own follow-up discipline after meaningful interactions, including documented next steps, due dates, and CRM updates within 24 hours • Drive opportunity momentum through proposal and decision stages, especially when deals stall • Partner with marketing, strategy, creative, and operations on account segmentation, list readiness, nurture strategy, and reporting hygiene • Ensure clean internal handoffs with full context, history, and clearly defined next steps • Lead 30/60/90-day post-event business development outreach to identify new work • Work with Executive team on strategic re-engagement for priority accounts • Surface and synthesize commercial signals, market feedback, and category opportunities that can translate into pipeline and revenue • Maintain and improve CRM workflows, pipeline tracking, and reporting accuracy

• Execute a planned, structured, and methodical approach to identify, contact, and qualify new opportunities within assigned vertical markets • Prospect and build relationships with End Users, System Integrators, Consultants, and Partners • Conduct 1:1 discovery meetings with pre-qualified targets to uncover business drivers, risk concerns, operational constraints, and buying triggers • Map customer organizations (stakeholders, decision structures, procurement pathways) and maintain accurate account intelligence • Translate customer challenges into solution-fit opportunities and clear next steps • Partner with Sales to transition qualified opportunities and maintain momentum through the sales cycle • Build, manage, and maintain a healthy pipeline and a continuously expanding qualified customer database • Deliver professional product/solution overviews and presentations tailored to vertical use-cases • Provide market feedback on competitive activity, customer trends, and forces impacting strategy or tactical investment • Maintain disciplined CRM hygiene (e.g., Salesforce) with accurate activity tracking, meeting notes, pipeline stages, and forecasts • Review progress regularly with Sales Leadership to ensure alignment to targets, KPIs, and priorities

• Realizar prospección de nuevos clientes atraves de “Cold Calls” • Entrega de informes de gestión y avances para la Team Leader Pre-ventas • Mantener un registro de actividades comerciales en el CRM (Hubspot) • Hacer seguimiento de los leads y agendamientos de demostraciones de nuestra plataforma

• Manage ongoing relationships with lead aggregators, conducting biweekly and monthly performance review meetings with each partner. • Monitor lead quality, volume, conversion rates, and cost-per-funded loan across all aggregator partners using Power BI dashboards and internal reporting tools. • Analyze partner performance data to identify optimization opportunities, negotiate pricing adjustments, and improve lead quality standards. • Serve as the primary point of contact for all aggregator partners, resolving issues related to lead delivery, billing, tracking discrepancies, and contractual terms. • Develop and maintain a partner scorecard that tracks key metrics including lead volume, contact rate, conversion rate, cost per acquisition, and return on spend. • Collaborate with the SEM team and internal marketing to ensure alignment between paid acquisition strategy and aggregator performance. • Prospect and identify new lead aggregator partners, including, affiliate networks, and niche financial content publishers. • Research and approach companies with look-alike customer bases to develop co-marketing partnerships, lead-sharing agreements, or referral arrangements. • Identify and negotiate deals with companies interested in purchasing leads that do not meet Auto Approve's lending criteria, creating a secondary revenue stream from lead resale. • Build a structured pipeline for new partnership opportunities, track outreach activity, and report on business development progress to the CMO. • Negotiate partnership agreements including pricing models, volume commitments, exclusivity terms, and performance guarantees. • Use Power BI to pull reports, analyze partner-level performance, lead funnel metrics, and ROI across all partnership channels. • Conduct regular analysis to identify trends in lead quality, seasonal patterns, and cost fluctuations that inform partnership decisions. • Compile and deliver monthly partnership performance reports to the CMO, summarizing key metrics, trends, and recommendations for budget reallocation across partners. • Track and report on lead resale revenue, new partner ramp-up performance, and the overall health of the partnership portfolio. • Work with the data team to ensure accurate attribution and tracking of leads from sources through funded loans.