• Manage a steady flow of inbound and outbound calls with potential clients and their families. • Listen deeply to client needs and match them to the right care solutions. • Clearly communicate our services, ask for commitment, and schedule follow-up consultations. • Meet or exceed individual and team sales metrics, including call volume, conversion rates, and quality standards. • Use CRM tools such as Salesforce or others to track activity and follow up consistently.

• Become a subject matter expert on healthcare payments and challenges medical and dental practices face in collecting patient payments. • Prospect in-person and virtually to healthcare practice office managers and doctors to articulate our value population, connecting our solutions to their business needs. • Connect with dental associations, chamber of commerce and other community groups and businesses to build a strong pipeline of lead referrals. • Leverage CRM data and tools to help prospect and prioritize interested practices, successfully managing a pipeline to consistency reach sales initiatives. • Collaborate with Sales Directors and fellow Practice Consultants on best practices, competitive and market intelligence. • Truly “own” your territory, using data, tools, and sales support to manage daily and weekly game plans to maximize selling opportunities.

• Assist in pipeline development and sales pursuits using Subject Matter Experience • Co-develop messaging and value proposition materials with the sales and marketing teams • Develop and lead Solution Workshops with prospects and existing customers • Help customers achieve their desired results from RegScale • Design and institute a value calculator to assess value received by customer organizations • Collaborate with functional stakeholders to develop and execute customer enablement programs

• Partner with the Senior Solutions Engineer and Account Director to manage a portfolio of established customers, acting as their key technical point of contact. • Take ownership of the full customer journey, guiding them from implementation to long-term success and ensuring phased implementation metrics are met and adopted. • Manage day-to-day technical actions, including configuration requests, workflow configuration updates, user permissions, and data updates. • Help customers translate their business processes into efficient Gatekeeper workflows. • Act as the first line of technical support for your customer portfolio, troubleshooting issues and collaborating with the wider Gatekeeper team to ensure fast, effective resolutions. • Build deep relationships with your portfolio to understand their business processes, strategic goals, and usage requirements. • Be the voice of your customer, championing their needs and suggesting Gatekeeper functionality enhancements. • Proactively monitor customer health and usage, identifying opportunities for optimisation from product releases and raising any engagement or usage risks to the Senior Solutions Engineer. • Track key success metrics such as Time to First Value for your customers inline with the phased implementation approach. • Meticulously document customer configurations and key interactions to ensure transparency across Gatekeeper colleagues. • Identify and surface expansion opportunities based on deep customer knowledge and pass them to the relevant Account Director. • Support the renewal process by preparing data for strategic business reviews, demonstrating long-term value, and highlighting key platform engagement. • Stay curious and up to date with new product releases, best practices and AI advancements.