• Serve as the primary contact for the group representatives and brokers, ensuring smooth plan implementation, ongoing service and renewals. • Produce educational materials, conduct benefit meetings, and design the plan. • Work strategically with the consulting team and client to help manage and evolve the health plan. • Provide renewal consultation, plan design advice and execute internally any plan design or renewal changes. • Prepare plan performance reports and assist with analysis. • Offer new programs/services as appropriate. • Notify and assist clients/brokers with compliance and reporting requirements.

• The Sales Executive, Corporate Origination in North America is responsible for generating new business by sourcing, qualifying and progressing opportunities with large multinational corporate clients, private equity sponsors and their portfolio companies, and relevant business introducers. • You will manage a defined pipeline from first contact through to mandate and handover to execution/implementation, partnering with internal stakeholders across the Commercial function (incl. Marketing & Business Development) to increase market penetration and revenue growth. • Prospect and qualify Corporate and Private Equity opportunities in partnership with Business Development; support targeted campaigns with Marketing to drive inbound lead flow. • Partner with FIS Account Managers to identify and pursue cross-sell opportunities within the existing FIS client base. • Run end-to-end sales cycles for complex working capital finance engagements—from discovery and needs assessment to solution positioning, commercial negotiation, mandate, and handover to execution/implementation. • Represent FIS SCF at relevant industry events; contribute to client-facing materials and share field feedback with Origination, Marketing, Structuring, and Execution teams. • Support the Transactional Sales desk by identifying opportunities to position reporting services with relevant funders in the Trade Receivables Securitization industry. • Manage territory and pipeline using CRM (e.g., Salesforce), ensuring accurate forecasting, prioritisation of the target account list, and disciplined progression of opportunities. • Build product and structuring knowledge and share best practices with peers and partner teams to improve sales effectiveness and client outcomes.

• Cover a list of assigned prospective accounts that have no existing business with the firm today. • Qualify leads by gathering information on a prospect’s existing infrastructure, business model, and third-party relationships. • Effectively penetrating C-suite and management level contacts at each firm • Understanding of the competitive landscape in the leveraged loan space and differentiating our products and services to win business. • Responsible for leading the company’s efforts in sales calls, presentations, demonstrations, proof of concepts, internal training, assessing services and proposals related to our products. • Build annual strategic sales plans around potential buyer client segments including CLO managers, direct lenders, insurance companies, investment banks, registered investment advisors, and regional banks with measurable goals, calling plans, opportunity sets, and strategies. • Apply a consultative approach and ability to direct our resources in analyzing customers’ business and technology requirements and developing customized and bundled solutions to fit the needs of our clients. • Monitor and understand customer needs, market and economic trends as well as business opportunities and threats in order to identify needs and opportunities in the market and drive revenue growth. • Partner with functional leaders (Product, Client Services, Marketing, Executive Management) to ensure full leverage of all available resources to drive value and secure top positions in the structured credit, middle office outsourcing, direct lending, and front office technology spaces.

• Identify potential opportunities, arrange meetings, initiating sales momentum, build proposals, and closing sales • Identify, establish and build relationships with organizations that will assist in the sales of Smarsh products • Refine and progress the capture plan strategies • Attend Business Development meetings (kickoff, status, approval etc.) • Work alongside executive leadership to identify, refine, and execute our DOD and Federal growth strategies • Achieve yearly sales targets and build opportunity pipelines for out years • Develop and execute effective business development/sales call plans for meetings with target agencies and program managers • Develop industry relationships and represent our company at industry events • Develop and maintain positive working relationships with both internal and external stakeholders, including other business development and capture team members, client executives, proposal managers, and program management teams to ensure effective, efficient, and integrated implementation of capture strategies • Meet or exceed established performance goals in support of overall corporate growth and new business sales success