• Facilitate the growth of new relationships and business for FuturePlan. • Drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. • Coordinate sales activities for key Plan Sponsor relationships. • Actively work with Internal and External Sales Consultants to drive sales and marketing. • Assist existing employers and Financial Advisors in the retention of current business (as needed) and remain current on industry, technical and product knowledge.

• Manages sales directly to end-users of the company’s products, solutions, and services to achieve revenue, margin and sales targets within a defined territory or group of assigned customer accounts. • Performs relationship management, develops sales strategy, and provides service support for assigned accounts. • Ensures customer needs are acknowledged and addressed in a timely manner. • Identifies, develops, and closes sales opportunities within a designated geographic market/account, with strong attention to profitability. • Analyzes customers’ needs, crafts tailored sales strategies, and closes sales of the company’s products and services. • Independently calls on mid to senior-level executives and other representatives to generate sales. • Develops margin budget projections for an assigned region or group of customers. • Manages the contracting process for services delivered, and effectively partners with support departments. • Ensures all customer commitments are made in accordance with company policies and can be fulfilled and implemented. • Handles all Enterprise-wide support issues (e-Business, pricing, contract terms, etc.). • Logs sales activities into the Customer Relationship Management (CRM) system. • Develops strategic relationships with management of key healthcare providers that support the positioning, marketing, and selling of company products, services and technologies.

• Deliver marketing generated sales presentations over the computer using screen-sharing technology • Develop relationships with prospective owners by soliciting and following up on referrals and leads • Cater the sales experience to the individual needs and preferences of each potential owner • Follow through with the sales contract process to ensure that all required paperwork and legally required documents are completed accurately and in a timely manner • Maintain the customer relationship after the sale is complete to ensure continued owner satisfaction

• Take charge of the entire sales cycle, from the initial engagement to the successful closure of contracts. • Facilitate the smooth transition of clients from closed sales to implementation. • Formulate and execute a regional sales strategy aimed at expanding market share partnerships for Clearway Health. • Foster and manage relationships with consultants, channel partners, and other key contacts within health systems to continually bolster the sales pipeline.