• Manage all aspects of BP contracts with customers • Business development through existing and new customers • Manage financial risk of BP vis-à-vis customer’s credit limits • Grow margin and volume • Manage long term relationships with complex customers • Work with customers to establish a common set of goals and objectives linked to the account plan with a focus on value creation, growth, mutual ownership and execution • Secure customer commitment to actions necessary to maximizing mutual value through negotiation • Sell-in and ensure consistent communication and execution of BP marketing programs and offers across Branded marketer channel • Manage volume forecasting and allocation process • Perform account reviews, reinforcing BP value proposition to facilitate overall business, opportunity pipeline management and site execution results • Act as primary single face to the customer - where commercial opportunity exists the manager field sales would clearly find opportunity and secure internal resources to assist in creation of offer and support to present • Monitor market trends, competitor activities, and customer insights to identify new opportunities and adjust strategies accordingly

• Identify and cultivate relationships with external referral sources to maintain a consistent pipeline of high-quality new SBA loan transactions. • Tell the SBL story while highlighting competitive advantages in the marketplace. • Actively manage pipeline, following up on new leads in a timely manner and providing detailed feedback to prospective borrowers. • Update pipeline tracker weekly to provide management with activity data. • Understand and have working knowledge of FMB-SBL credit guidance. • Source new loans that match SBL's credit parameters and enhance SBL's loan portfolio. • Assemble standard loan packages; prepare income-statement-only spread and brief credit memo for each loan to ensure alignment with credit policy and eligibility requirements prior to submission to Underwriting. • Work with prospective borrowers to collect required documents; organize and save documents per team protocols ensuring proper security measures of any sensitive or personally identifiable information. • Work with borrowers to address any character issues by obtaining written explanations and any additional documentation required by the SOP. • Participate in initial “kick-off” call with borrower and Underwriter for each loan. • Assist Underwriters and Closers, as necessary, to gather required documentation and ensure borrower cooperation. • Maintain positive, productive relationships with clients, external referral sources, SBL team members, and other internal stakeholders. • Responsible for being compliant with all regulations and compliance requirements pertaining to job function. • Carry out such other duties as may be assigned or requested.

• Own end-to-end sales: prospect, qualify, run discovery, design solutions, negotiate, and close new business • Develop and grow senior-level relationships across clinical operations, digital health, and patient recruitment teams • Sell ProofPilot’s core offerings as integrated solutions • Build and manage a healthy pipeline, maintain accurate forecasts • Collaborate closely with product, marketing, and delivery teams

• Develop and execute growth strategies in target markets (LATAM, Europe, Asia, among others). • Lead acquisition of new clients both B2C (traders) and B2B (IBs, affiliates, money managers). • Identify, negotiate, and close strategic partnerships. • Manage and expand relationships with Introducing Brokers (IBs). • Coordinate with the marketing team on acquisition campaigns (performance and branding). • Analyze competition, FX market trends, and customer behavior. • Optimize the conversion funnel (lead → deposit → active trading). • Represent the company at events, expos, and networking forums (online and offline). • Prepare regular commercial performance reports (weekly and monthly).