• Identify, build, and maintain strong relationships with customers and prospects to drive revenue and achieve monthly, quarterly, and annual sales goals • Lead prospecting, up-selling, and follow-up for targeted leads • Lead sales efforts on both an operational and strategic level • Manage expenses within budget, maximizing efficiency of client and prospect visits • Develop formal business plans for ConnectiveRx business programs, focusing on sales activities targeted to market segments and individual customers or partners • Ensure ongoing integrated promotion of target products and services • Oversee collection and maintenance of CRM data, ensuring accuracy and currency • Perform other duties as assigned

• Sourcing prospective client qualified meetings via outbound cold calls and emails • Researching and customizing outreach messages to align to persona, industry and relevant prospect information • Qualifying prospective client qualified meetings from inbound sources • Gathering and documenting prospect requirements and conversations • Strategic prospecting with Account Executives in your territory • Building trust and credibility with Cayuse team members • Maintaining Cayuse CRM with both accurate and timely information

• Support the Business Development team by maintaining accurate and up-to-date records in our CRM (HubSpot / Salesforce), including logging calls, meetings, notes, and follow-up tasks • Assist with organizing account and pipeline data to improve reporting, visibility, and overall sales operations • Support outbound outreach efforts through email and LinkedIn campaigns, including list-building, contact enrichment, and prospect research. • Help research and identify prospective customers, partners, and strategic accounts to support pipeline growth • Observe sales discovery calls, partner discussions, and internal pipeline reviews to gain hands-on exposure to the sales process. • Take notes during meetings and summarize key takeaways, action items, and next steps for the team • Support the organization and maintenance of sales collateral (pitch decks, one-pagers, case studies) to ensure materials are current and easy to access. • Assist with preparing materials for partner meetings and customer presentations, and support internal documentation such as sales playbooks and process guides

• Reporting to the Senior Director, Business Development, responsible for driving strategic partnership growth with healthcare systems, clinical networks, employer organizations, and educational institutions to support enrollment and revenue objectives. • Identify, cultivate, and secure strategic partnerships with healthcare systems, clinical networks, employer organizations, community colleges, and aligned industry stakeholders to drive enrollment growth. • Build and manage a robust pipeline of prospective partners through proactive outreach, executive-level engagement, and structured relationship development from initial contact through contract execution. • Work in close alignment with the Senior Director, Business Development to ensure all partnership pursuits, outreach strategies, and prospect engagements are consistent with broader departmental goals, institutional priorities, and brand standards. • Develop and deliver compelling presentations, proposals, and business cases to healthcare executives, HR leaders, clinical stakeholders, and educational partners.