• Design and format professional proposals and presentations, highlighting key points of differentiation through impactful content and slide design. • Manage the full lifecycle of RFP, request for information (RFI), and request for quote (RFQ) responses, including timeline creation, task assignment and compliance checks. • Draft, edit and organize proposal sections that are persuasive, accurate , and aligned with client requirements. • Collaborate with sales teams to create tailored pitch materials and collateral for meetings with both prospective and current clients meetings. • Coordinate market-facing product demonstrations, events and outreach initiatives to support sales objectives. • Develop and maintain a centralized content library of approved templates, case studies, and past responses. • Design internal presentations for quarterly business reviews, board meetings and training sessions. • Develop content for marketing materials such as brochures, presentations and websites. • Track proposal performance metrics (win/loss rates) and recommend process improvements. • Assist with the development of finalist and capabilities presentations for the MVP or Account Manager as needed. • Updates and maintains Lumicera’s Intranet site, SharePoint, as needed. • Serve as a Sales Support expert by communicating important updates related to Sales Support processes. • Provide support to Sr. Manager, Marketing- Lumicera related to onboarding and training new staff , including updating materials. • Act as point of escalation and resolution for other team members, and properly engaging Sr. Manager, Marketing Lumicera as needed. • May require travel as needed to support a conference and/or reseller relationship. • Other duties as assigned.

• Work with the Vice President of Sales to develop and execute market strategies for the target market segments • Participate in market research and definition of target client profiles • Develop key prospective client and channel relationships • Participate in and perform analysis of opportunities, potential client needs and fit, Navitus’ capability to affect potential client performance, and personal performance to objectives • Presentation, development and delivery of Navitus Business Model, Value Proposition and claims analysis tools/results to prospects, internal training groups, conferences, business/charitable events, speaking engagements, and finalists’ presentations • Negotiation, identification of prospect/new clients, management of discovery and solution development process, and oversight of RFP deliverables • Provide input and market intelligence into development of products, services, and competitive positioning • Participate in finalizing contract terms and transition client services and implementation teams • Report sales activities to VP Sales with respect to: Sales Pipeline Status of projects and “cases” Prospective client strategies • Travel to regional prospective client sites up to 50% of time. • Participate in business events, conferences, trade shows and seminars • Other duties as assigned

• Elicit, document, and validate business requirements; translate needs into user stories and functional specs for Salesforce and integrated systems. • Map current‑state workflows; design future‑state processes aligned to best practices and scalability. • Identify gaps, propose improvements, and align solutions with business outcomes and governance standards. • Facilitate workshops, demos, and feedback sessions to drive alignment and decision‑making. • Manage users, profiles/roles, permission sets, sharing rules, and data/metadata security. • Configure objects, fields, page layouts, record types, validation rules, formulas, and declarative automation (Flow). • Leverage reporting and query capabilities to deliver actionable dashboards and reports for end users and leadership. • Support multi‑cloud capabilities and ensure data integrity across business units and orgs. • Own the lifecycle of all third‑party applications and managed packages. • Partner with technical and business stakeholders on solution‑architecture‑level decisions. • Act as a product owner for the business, engaging with stakeholders to define requirements and manage backlog prioritization.

• Own and scale Sidecar Health’s broker growth strategy in your region - equipping brokers and GAs with the knowledge, tools, and confidence to win • Build deep, trusted relationships with brokers, GAs, and distribution partners, becoming a go-to expert in your market • Identifying high-potential distribution partners to invest in and grow with over time • Serve as the face of Sidecar Health locally, representing us at broker events, industry meetings, and community gatherings • Identify, test and refine new go-to-market and growth strategies, sharing insights to shape national sales efforts • Consistently meet or exceed sales goals while delivering an exceptional partner experience • Bring competitive intelligence and market insights to inform product and strategy decisions