• Understand and execute Uprise Health’s go-to-market strategy and ideal customer profile (ICP) targeting approach • Identify, research, and prioritize prospective employer, broker, and consultant accounts aligned with company growth objectives • Conduct strategic outbound prospecting through phone, email, LinkedIn, and other sales engagement platforms to generate qualified meetings and pipeline opportunities • Build and maintain relationships with benefit brokers, consultants, and strategic channel partners aligned to Uprise Health’s target market • Identify and engage key stakeholders, producers, and subject matter experts within broker organizations • Utilize intent data, website visitor intelligence, and market signals to prioritize outreach efforts and personalize messaging • Qualify prospects based on business need, fit, timing, and buying readiness before transitioning opportunities to sales leadership • Maintain accurate prospecting activity, pipeline notes, and CRM documentation within Salesforce and related systems • Meet or exceed established KPIs related to outbound activity, meetings held, and pipeline contribution • Partner closely with sales leadership to refine messaging, improve meeting quality, and prioritize strategic accounts • Collaborate with marketing to support campaign messaging, sales enablement initiatives, and conference/event follow-up efforts

• Outbound Prospecting & Lead Generation • Make outbound calls to U.S.-based executives (CMOs, VPs of Marketing, CEOs, Founders) • Lead concise, value-driven discovery conversations • Qualify prospects based on need, authority, timing, and strategic fit • Appointment Setting • Schedule meetings for the sales leadership team • Ensure smooth handoff of qualified leads to the sales team • Objection Handling & Sales Progression • Confidently handle objections and move conversations forward • Log detailed notes, insights, and next steps in the CRM • Maintain organized records of all interactions • Collaboration & Messaging • Work with leadership to refine talk tracks and objection handling • Align outreach efforts with marketing campaigns

• Identify, pursue, and qualify leads and contacts through successful execution of Minitab’s Customer Engagement Lifecycle as part of a virtual account team. • Position Minitab solutions effectively to drive high conversion rates from leads to qualified pipeline opportunities through strong product and solution messaging. • Collaborate regularly with members of the virtual account team to discuss inbound and outbound leads. • Maintain an accurate, documented pipeline within CRM systems, providing real-time visibility to management and field sales teams. • Continuously develop competitive knowledge, including installed competitors and their initiatives, to effectively position Minitab solutions. • Promote awareness of Minitab’s full product portfolio and services with customers and prospects. • Manage and track all active and nurture leads within assigned territories. • Maintain accurate records of opportunities, contacts, and lead history. • Drive the progression of marketing qualified leads into sales qualified opportunities. • Build and strengthen relationships with key influencers and stakeholders across target accounts. • Actively support Minitab marketing campaigns, promotions, and events. • Develop and maintain an Individual Business Plan outlining business and professional goals in collaboration with management. • Continuously expand knowledge of industry trends, solution offerings, and general business practices.

• The Business Development VP is a senior leadership role responsible for defining and executing bswift’s overall partnership strategy. • This role owns the vision, governance, and performance of integration and alliance partnerships that expand bswift’s capabilities, accelerate growth, and enhance client outcomes. • Working cross functionally with executive leadership, product, sales, technology, and operations teams—as well as senior leaders at partner organizations—this role ensures that partnerships are strategically aligned, commercially successful, and operationally scalable. • Act as the senior executive point of contact for strategic partners and select enterprise clients. • Build and sustain trusted, long-term relationships with C-suite and executive-level stakeholders. • Own revenue outcomes tied to partnerships, including pipeline development, deal structure, and long-term growth targets.