• Realizar prospección de nuevos clientes atraves de “Cold Calls” • Entrega de informes de gestión y avances para la Team Leader Pre-ventas • Mantener un registro de actividades comerciales en el CRM (Hubspot) • Hacer seguimiento de los leads y agendamientos de demostraciones de nuestra plataforma

• Manage ongoing relationships with lead aggregators, conducting biweekly and monthly performance review meetings with each partner. • Monitor lead quality, volume, conversion rates, and cost-per-funded loan across all aggregator partners using Power BI dashboards and internal reporting tools. • Analyze partner performance data to identify optimization opportunities, negotiate pricing adjustments, and improve lead quality standards. • Serve as the primary point of contact for all aggregator partners, resolving issues related to lead delivery, billing, tracking discrepancies, and contractual terms. • Develop and maintain a partner scorecard that tracks key metrics including lead volume, contact rate, conversion rate, cost per acquisition, and return on spend. • Collaborate with the SEM team and internal marketing to ensure alignment between paid acquisition strategy and aggregator performance. • Prospect and identify new lead aggregator partners, including, affiliate networks, and niche financial content publishers. • Research and approach companies with look-alike customer bases to develop co-marketing partnerships, lead-sharing agreements, or referral arrangements. • Identify and negotiate deals with companies interested in purchasing leads that do not meet Auto Approve's lending criteria, creating a secondary revenue stream from lead resale. • Build a structured pipeline for new partnership opportunities, track outreach activity, and report on business development progress to the CMO. • Negotiate partnership agreements including pricing models, volume commitments, exclusivity terms, and performance guarantees. • Use Power BI to pull reports, analyze partner-level performance, lead funnel metrics, and ROI across all partnership channels. • Conduct regular analysis to identify trends in lead quality, seasonal patterns, and cost fluctuations that inform partnership decisions. • Compile and deliver monthly partnership performance reports to the CMO, summarizing key metrics, trends, and recommendations for budget reallocation across partners. • Track and report on lead resale revenue, new partner ramp-up performance, and the overall health of the partnership portfolio. • Work with the data team to ensure accurate attribution and tracking of leads from sources through funded loans.

• Identifying, developing and expanding relationships with partners, distributors and resellers in North America • Generating additional demand through partner engagements, events, etc., studying the market for newer trends and reporting the same to the management • Sourcing new sales opportunities through inbound lead follow-up and outbound calls, emails • Maintaining and expanding the database of contacts

• Develops and executes a comprehensive sales strategy for a defined book of business and geographic territory, balancing new client acquisition with growth of existing accounts • Manages an optimized territory through data-informed prioritization of time, client opportunity, and market potential • Identifies, engages, and nurtures key client relationships with decision-makers, influencers, and stakeholders at all levels • Leads the orchestration of tailored, multi-touchpoint sales strategies based on client needs, pipeline dynamics, and strategic goals • Drives expansion playbooks, including therapeutically aligned strategies, renewal opportunities and next-phase conversions, to deepen account value • Collaborates closely with cross-functional teams—including operations, therapeutic strategy, deal strategy, and delivery —to co-develop solutions that address client-specific challenges • Acts as a client champion internally by sharing insights on client culture, preferences, and strategic priorities to enable effective team alignment and proposal development • Educates clients on Syneos Health’s differentiated value proposition, clinical and commercial capabilities, and evolving service offerings • Conducts regular territory performance reviews, forecasts pipeline progression, and adjusts plans based on shifting client and market needs • Maintains up-to-date records of client activity, pipeline, and sales progress within CRM platforms such as Salesforce • Stays current on industry trends, competitor developments, and emerging client needs to continuously refine engagement strategies • Represents Syneos Health at client meetings, industry conferences, and other relevant events to build brand presence and uncover new opportunities