• Run service demos tailored to property managers' workflows • Walk prospects through real inspection reports during demos and discovery • Qualify inbound prospects and route strategic deals to the CEO • Lead kickoff calls for new customers and guide them through their first inspection cycle • Run recurring check-ins with existing clients to review report quality, surface feedback, and discuss expansion • Travel to US property management conferences (NARPM and others) two to four times a year • Coordinate with the operations team on scheduling, technician feedback, and report quality • Write clear follow-up notes after every customer call • Turn recurring customer questions into guides and simple documentation

Role Description You are the gatherer, not the hunter. You'll be handed warm relationships and trusted to cultivate them into consistent, high-volume referral pipelines. Your job is to go deep, activating, nurturing, and growing the referral volume from those relationships so every partnership we sign reaches its full potential. You're the person who turns a partnership agreement into real referral volume. You'll get to know each partner's business inside and out, and figure out how to make Perch indispensable to their day-to-day operations. Reporting to the Director of Sales & Partnerships, you'll own the day-to-day relationship with enterprise partners post-handoff from leadership. - Drive referral activation - move agents from "aware" to "actively referring" through education, tools, and consistent touch points. - Build and execute account plans for each partner, with clear referral volume targets and KPIs. - Organize educational events, run campaigns, and find creative ways to keep Perch top of mind inside partner organizations. - Identify and develop champion agents within each partner, the high-producers who refer consistently and influence their peers. - Track and report on referral activity, pipeline conversion, and co-marketing ROI across your account portfolio. - Collaborate closely with our mortgage agents and customer support to ensure a seamless client handoff experience that earns repeat referrals. - Surface insights from the field, including product gaps, service issues, competitive intel back to leadership and product teams to help ensure performance. - Maintain disciplined daily activity across calling, email, LinkedIn with the opportunity to attend key partner events, team meetings, and industry functions to deepen relationships in person. Qualifications - 2–5 years in account management, partnership success, or B2B relationship management, ideally in mortgage, real estate, proptech, or financial services. - Proven track record of growing revenue or referral volume within an existing account portfolio. - Exceptional communicator with the ability to present confidently to a team of 5 or a brokerage of 500. - Organized and data-driven. Manage your accounts with a CRM, track activity and report results clearly. - Self-directed and proactive. - Comfortable operating in a fast-moving startup environment where strategy evolves and you're expected to adapt quickly. Requirements - Familiarity with how Canadian real estate brokerages and agent teams operate. - Background in fintech or proptech partnerships. - CRM proficiency (ex: HubSpot, Intercom). Benefits - Fully remote, flexible hours. - You'd be one of the first members of a new team, with real influence over how it takes shape. - Mentorship from Senior Product Experts and Industry Leaders who are invested in your growth. - The work matters: you're helping Canadians navigate one of the biggest financial decisions of their lives. - Base Salary: $80,000 – $90,000. - Bonus for OTE: 0% to 50%.

• Manage and develop a portfolio of high-net-worth clients within an established global platform; • Conduct in-depth consultations to understand client financial goals, risk appetite, and investment horizons; • Build tailored investment strategies leveraging international markets and advanced financial instruments; • Drive sales of investment products including brokerage services, advisory, pre-IPO opportunities, and structured products; • Lead clients through the full investment lifecycle — from initial engagement to execution and ongoing portfolio optimisation; • Establish and maintain long-term, trust-based client relationships to maximise retention and lifetime value; • Proactively identify market opportunities and translate them into actionable client recommendations; • Collaborate with internal product, legal, and compliance teams across the group to deliver seamless solutions; • Achieve and exceed ambitious revenue and performance targets within a high-performance environment.

• On-label promotion and execution of sales strategies for approved Esperion products • Achieve individual territory sales goals as approved by Esperion Commercial Leadership • Develop and maintain strong business relationships with key customers in the assigned geography • Effectively promote and educate Health Care Providers (HCPs) on the use of Esperion products • Analyze local market trends to maximize the appropriate use of Esperion products • Demonstrate compliance with corporate policies and procedures