• Proactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreach • Qualify prospective clients by understanding their investment objectives, risk tolerance, and research needs • Present our Wealth management solutions in a clear and compelling manner to convert prospects into clients • Tight coordination and collaboration with Market Development, Research, and Product teams • Consistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goals • Provide responsive and attentive client service to ensure a positive experience and build long-term partnerships • Maintain detailed records of all client interactions and sales activities in our CRM system

• Identify and target Enterprise businesses (> $1.5B revenue) with known propensity to purchase OPSWAT products using 6Sense, ZoomInfo, Navigator, and other prospecting tools. • Collaborate with channel partners to identify and jointly pursue new clients. • Develop thought leadership and a trusted advisory relationship with your partners, customers, and prospects. • Develop and execute sales strategies and tactics to sell OPSWAT products, solutions, and services to exceed your sales quotas. • Communicate value propositions to partners and customers that speak intimately to their needs and requirements. • Maintain extensive account and opportunity detail in Salesforce CRM, including account win plans, customer touchpoints, sales inhibitors, etc. • Forecast and report revenue projections accurately to management. • Overachieve on annual quota, measured quarterly.

• Manage and grow assigned territory and group of accounts and achieve or exceed annual sales and gross margin targets. • Develop long-term relationships and build partnerships with assigned accounts. • Position Automated Logic (ALC) as the preferred basis of building automation design. • Perform take-offs and bid projects with the full spectrum of ALC offerings. • Drive design specifications towards all ALC offerings with assigned consulting engineers. • Work with consulting engineers to write project specification proposal to match the building specifications to provide value to the customer, and favorably position Automated Logic. • Negotiate with contractors regarding scope of work, specifications, pricing, and favorable terms and conditions. • Make and deliver compelling presentations to owners and owner representative. • Utilize sales tools effectively to plan and document progress as well as increase business opportunities within accounts. • Generate a high level of activity to feed the sales pipeline and manage opportunities to successfully move them through the sales cycle to close. • Collaborate and communicate effectively with external customers and internal staff to deliver quality results and ensure customer satisfaction. • Act as customers’ advocate.

• Execute high-volume outbound calling (100+ calls per day) to engage eligible members. • Drive member activation and enrollment by confidently positioning the value and benefits of Transcarent and 2nd.MD services. • Use consultative selling techniques to understand member needs, address concerns, and overcome objections. • Collect relevant health and background information and route members efficiently to the appropriate clinical resources. • Build rapport quickly and establish trust to influence member decision-making. • Manage follow-up activities to re-engage members and close enrollment opportunities. • Accurately document conversations, outcomes, and next steps in internal systems. • Maintain an organized pipeline of outreach and follow-up activities. • Collaborate with an integrated care team to support timely care coordination. • Consistently meet or exceed individual and team performance targets, including engagement and enrollment metrics.