• Drive ecosystem partnership development for the Oracle project, identifying enterprise clients and partners. • Analyze industry trends, formulate market expansion strategies, and manage business negotiations and agreement finalization. • Collaborate with the technical team to deliver solution proposals, promoting the creation of benchmark cases and brand communication. • Track project delivery outcomes, maintain client relationships, and foster long-term collaboration and value addition.

• Own the end-to-end lead capture and development process using construction data platforms, organic searches, and inbound leads. • Identify and qualify new construction projects featuring planned fitness or wellness amenities. • Initiate structured, value-driven outreach to engage decision-makers early in the project lifecycle, as well as those at existing fitness and wellness facilities, maximizing early influence and opportunity development. • Nurture prospects with a consistent multi-touch follow-up cadence until they are ready for sales engagement. • Transition qualified leads to the Sales team with comprehensive context, detailed notes, and warm introductions. • Maintain precise lead records, detailed activity logs, and up-to-date status updates in the CRM. • Collaborate closely with Sales and Operations teams to continuously improve lead quality and conversion rates.

• Prospecting, Cold Calling, Pursuing / Opening New Accounts • Building / Maintaining Relationships with Key Stakeholders & Decision Makers • Contacting current customers and identifying new services. • Maintaining knowledge base on current products and learning about new products. • Providing product information, pricing quotations and follow-up on quotes. • Offering technical expertise on products to purchasers when applicable. • Developing and maintaining positive customer relationships. • Ensuring that customers are satisfied with order taking, product, pricing, deliveries, and overall service. • Working closely with our Sales / Service Teams to ensure customer needs are met. • Other duties as required.

• Lead Generation & Prospecting • Conduct in-depth market research to identify potential M&A targets, including companies within specific sectors, regions, or financial profiles. • Qualify and hand off vetted leads to Deal Teams, ensuring clear investment criteria alignment. • Leverage tools like RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., to uncover and validate firmographic and contact data. • Design and execute multi-touch cadences (email, phone, LinkedIn) to engage and qualify acquisition targets. • Market & Industry Research • Conduct TAM/SAM/SOM analyses and deep-dive research on target verticals, sub-sectors, and competitive landscapes • Track industry trends, competitor M&A activity, and regulatory shifts impacting software markets. • CRM & Data Management • Maintain Salesforce: ensure data accuracy, build custom reports/dashboards, and set up automated workflows for lead tracking. • Continuously optimize sourcing processes and data enrichment to improve lead quality and coverage. • Sourcing Tool Evaluation & Optimization • Deep-dive into tools such as RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., to benchmark performance, and roll out best fits to the team. • Advise on tool ROI analyses and recommend new sourcing platforms or data providers • Portfolio Lead Support • Collaborate with Portfolio Operations teams to identify potential companies based on their requirements and help generate those leads. • Reporting & Collaboration • Prepare and present regular pipeline health and market intelligence reports to Investment Managers.