• Developing reports and analytics using data from data warehouse and Salesforce using Excel, SQL, Tableau, and other reporting/analytics tools. • Provide consultative insights: • Analyze data to identify patterns and trends over time • Compare data from different categories to identify relationships or correlations • Applying statistical analysis to identify patterns and relationships in the data • Provide context and explanations for the data by using visualizations and narrative descriptions • Identify outliers or anomalies in the data and investigate their causes. • Review and QA data/report before it is provided to the client (internal/external). • Communicates directly with customer on data needs and key deadlines. • Researches and identifies data quality issues. • Manage ongoing, incoming partner requests and questions regarding data specifications. • Configures mapping tools to support translation from source data to desired format. Includes testing of tool and providing clear documentation to internal resources and customer. • Act as resident expert for data requirements/specifications internally and for the client as needed. • Remain informed and up to speed with ongoing changes and evolution of assigned program data specs. • Lead client/partner web-based trainings regarding data specifications and requirements.

• Directly manage and coach Account Executives across the Corporate sector, driving consistent, predictable revenue and pipeline health. • Recruit, interview, and hire new AEs and future leaders; partner with Talent/HR to build high-performing teams and effective onboarding processes. • Manage AEs through 6 and 7 figure deal values sales cycles across 6–12-month sales cycles. • Establish an enterprise deal governance process (capture plans, exec sponsors, competitive strategy) and a short-cycle playbook for new AEs (prospecting, qualification, MEDDICC/BANT hygiene, closing). • Shape go-to-market strategy for new logo acquisition and expansion across the commercial vertical. • Partner with Product, Marketing, and Customer Success to align messaging, enablement, and cross-sell/renewal motions. • Deliver recurring coaching, performance management, and career development for direct reports.

• Conduct strategy sessions (consultations) by video or phone with potential clients who have expressed interest in working with our firm. • Learn to assess eligibility for asylum (don’t worry, we’ll train you — no prior legal background needed). • Persuasively convey the value of our services, guiding prospective clients toward the decision that’s right for them. • Follow up with leads via phone, email, and text to ensure no viable prospect is left behind. • Keep meticulous notes and manage your pipeline through our CRM. • Meet and exceed your conversion goals while delivering a world-class client experience. • Collaborate with attorneys and team members to improve our consultation process and client onboarding.

• Build and manage a target-account pipeline of healthcare facilities, including dialysis centers, oncology clinics, specialty practices, rehab facilities, VA facilities, hospitals, and other transportation referral sources. • Personally prospect, conduct outreach, book meetings, run discovery, develop proposals, and close new direct facility contracts. • Build relationships with practice managers, facility administrators, medical directors, discharge planners, case managers, and C-suite contacts. • Maintain CRM discipline, including pipeline updates, activity tracking, and forecast reporting. • Provide weekly pipeline updates and monthly revenue forecasts to the CEO. • Collaborate with operations to ensure sold services can be delivered profitably, reliably, and consistently. • Develop repeatable sales scripts, outreach templates, proposal language, and a basic sales playbook. • Identify future sales hiring needs once revenue supports additional headcount. • Over time, help build and manage a sales/business development team as Kerico scales.