• Identify, together with the team, new ways for the company to increase revenue • Identify improvements and automation opportunities in processes and products • Support the execution of events • Manage internal processes • Send customer satisfaction surveys • Perform operational tasks such as: respond to group chats, draft contracts, forward messages in groups, reply on LinkedIn, verify payments, assist with financial-operational review, and do what needs to be done.

• Identify and engage prospective health payor clients • Present and promote overpayment recovery solutions to decision-makers • Manage the entire sales process, including prospecting, presentations, negotiations, and closing • Develop and maintain strong client relationships to ensure long-term partnerships • Collaborate with internal teams to ensure seamless onboarding and client satisfaction • Achieve sales targets and contribute to overall business growth • Maintain accurate sales activity records and prepare reports for management • Attend conferences and networking events to expand industry presence • Monitor competitors, market conditions, and product developments

• Define and own the growth metrics framework (acquisition, activation, retention, monetization) • Identify key levers across the funnel and prioritize high-impact opportunities • Partner with leadership to translate business goals into measurable growth plans • Build and standardize A/B testing and experimentation frameworks across Product and Marketing • Drive hypothesis generation, prioritization, and impact measurement • Own end-to-end funnel visibility across marketing → onboarding → engagement → conversion • Identify drop-offs, inefficiencies, and hidden constraints in the user journey • Manage and mentor Product and Marketing Analysts • Set analytical standards, review outputs, and ensure high-quality insights • Act as a strategic partner to Product, Marketing, Credit, and Business teams • Ensure robust, scalable dashboards and reporting for growth metrics • Drive improvements in data quality, tracking, and instrumentation

• Help draft and refine targeted messaging and compelling copy for use in outbound sequences and email nurture campaigns. • Contribute to targeted signal campaigns and leverage AI tools for tasks such as optimizing audience segmentation and improving outreach effectiveness. • Gain hands-on experience in measuring campaign attribution to accurately connect marketing activity to pipeline and revenue. • Apply an experiment-driven mindset by assisting with A/B testing campaign elements (e.g., subject lines, calls-to-action) and iterating based on performance data. • Collaborate closely with the marketing team to align demand gen efforts with content strategy, major campaigns, and broader brand goals. • Occasionally support related marketing functions, such as content promotion or website updates, to expand your full-funnel marketing experience. • Actively engage with our community by responding to comments, participating in trending conversations, and showing up authentically across platforms. • Strengthen your marketing foundation by learning to navigate the tech stack for basic troubleshooting and reporting needs, gaining hands-on experience with the backend processes and reporting functions that power modern marketing teams. • See firsthand how demand generation strategies drive real business impact within a fast-moving B2B marketing agency.