• Define and drive the agency’s growth strategy in partnership with the CEO and leadership team • Build relationships with senior marketers, decision-makers, and partners across priority categories • Create and lead proactive outreach that generates meaningful, qualified opportunities • Shape opportunities early, often before they become formal briefs or RFPs • Lead pitch strategy, narratives, and presentations that win business • Lead RFP responses and proposals—ensuring every submission is clear, compelling, and built to win • Collaborate with strategy, creative, and media teams to bring ideas to life in the room • Close new business and build partnerships designed to grow over time • Partner with marketing and strategy leadership to align what we say with what we sell • Bring market perspective back into the agency to inform positioning, offerings, and thought leadership • Identify emerging client needs and market shifts—and help shape new offerings in response

• Develop and execute a new business development strategy focused on international air and ocean freight. • Prospect, qualify, and close new customers across multiple industries. • Build and maintain strong client relationships through regular communication and meetings. • Prepare quotations, proposals, and pricing strategies tailored to customer needs. • Negotiate contracts and service agreements. • Partner with operations, import, export, and customs teams to ensure successful execution. • Maintain accurate CRM pipeline tracking and forecasting. • Travel as needed for client development and relationship management. • Identify new market opportunities through research and industry engagement.

• Manage and maintain leads within LeadSimple CRM • Ensure all lead information is accurate and up to date • Track lead activity, follow-ups, and sales pipeline progress • Maintain organized records and ensure timely communication with prospects • Respond to and follow up with incoming leads • Build relationships with prospective clients through phone calls, emails, and text messages • Keep leads engaged throughout the sales process • Schedule appointments and coordinate next steps when appropriate • Conduct outbound cold calls to potential clients • Generate new leads through online research, prospecting, and networking • Identify opportunities to expand the company's client base • Develop and execute lead generation strategies to support business growth • Evaluate current CRM and lead management workflows • Recommend and implement improvements to increase efficiency • Help create structured processes for lead tracking, follow-up, and reporting • Track key business development metrics and activities • Provide regular updates on lead generation efforts and pipeline status • Communicate opportunities, challenges, and recommendations to management

• The Business Development Director is responsible for business development, including building new health insurance broker relationships and client bases for the company. • Drive sales within your territory and meet your assigned annual quota. • Manage the sales cycle from building a pipeline to closing the deal. • Develop and grow relationships within your assigned territory with brokers and consultants. • Serve as a trusted advisor by educating brokers and clients. • Deliver creative benefit administration solutions. • Maintain necessary technical IRS Code and general employee benefits knowledge. • Field questions and requests from clients, brokers, and Account Managers. • Research technical and legal questions posed by clients and Account Managers. • Partner with marketing resources to ensure constant and consistent messaging of the company’s value proposition. • Adhere to the sales process, including maintaining accurate records of outreach and meeting activity. • Collaborate with cross-functional teams to ensure a smooth transition of new clients.