• 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).

• **Strategic Opportunity Development:** Identify, evaluate, and develop a pipeline of “zero-to-one” opportunities in the EV and battery storage markets. Lead all stages – from market analysis and initial concept through partnership development and execution. • **Go-To-Market Evaluation:** Develop and utilize financial, market, and energy models to assess new business opportunities, evaluate market strategies, and structure complex partnerships, particularly those involving battery storage and EV integration. • **Executive Engagement & Thought Leadership:** Build and maintain strong relationships with key decision-makers at EV manufacturers, managed charging providers, residential storage suppliers, and other strategic partners.