• Achieve or exceed established sales targets, revenue goals, and profitability objectives. • Identify, prospect, and onboard new account opportunities. • Maintain and manage opportunities, quotes, customer activity, and pipeline visibility within Salesforce (SFDC). • Build long-term customer and partner relationships through proactive communication and account management. • Work with various teams to support customer needs and business objectives. • Schedule and conduct meetings with buyers and decision-makers. • Travel to support account development and drive sales growth. • Responsible for pricing proposals, bids, and sales presentations. • Track sales activity and report on engagement within the sector. • Resolve customer and account-related issues while ensuring high service levels. • Collaborate internally to improve efficiency and customer experience. • Identify and pursue new business opportunities within oil and gas markets. • Develop and implement business development plans. • Generate leads, qualify prospects, and manage the sales pipeline. • Prepare and deliver presentations and proposals to clients. • Negotiate contracts and pricing in alignment with company objectives.

• Prospect and identify potential clients by researching and qualifying leads through various channels, including cold calling, email campaigns, social media, and other sales tactics. • Conduct outbound calls and engage in proactive outreach to educate prospects about our Employer of Record services, identify their needs, and schedule meetings or demos for the sales team. • Qualify leads and gather key information to assess their potential as prospective clients. • Collaborate closely with the sales team to develop and implement effective strategies for lead generation and pipeline development. • Maintain accurate and up-to-date records of all activities, interactions, and prospecting details in the CRM system. • Collaborate with marketing to provide feedback on campaigns and identify opportunities for improvement. • Keep up to date with industry trends, competitors, and market conditions to effectively position our EOR services and differentiate our offerings. • Actively participate in team meetings, share insights, and contribute ideas to enhance sales and lead generation processes. • Meet or exceed monthly targets for qualified leads, meetings scheduled, and revenue generated.

• Lead opportunity tracking across multiple states and municipalities using platforms like BidPrime and state/municipal portals. • Manage the full capture lifecycle - research, qualification, partner engagement, and win strategy. • Serve as lead proposal manager across multiple RFPs and RFQs, coordinating internal and external teams. • Own the proposal calendar and ensure timely, high-quality submissions. • Draft and/or edit technical and non-technical proposal sections, including capability statements, staffing, past performance, and cover letters. • Develop internal tools, templates, and BD trackers to support an efficient, scalable pipeline. • Lead knowledge management efforts, including organizing previous submissions and maintaining boilerplate content. • Support staff and consultants in understanding BD processes and contributing to proposals. • Coordinate with partners, subcontractors, and subject-matter experts to compile and vet proposal materials. • Collaborate with leadership to prioritize target markets and agencies for strategic expansion.

• Responsible for prospecting, qualifying, and closing new accounts for the company. • Focuses on hunting and selling to new customers while building strong relationships within their territory for future business. • Acquire and cultivate new business opportunities and analyzes market research data to guide sale efforts. • Effectively present and explain financial products and value to prospective clients. • Meet or exceed volume, margin, fee, and cross-sell targets as assigned. • Establish and maintain a network of referral sources able to identify capital access needs not currently being addressed in the conventional market. • Obtain required application and financial information from borrowers to facilitate underwriting and closing along with appropriately executed documents. • Remain up to date on competitors and competitive products. • Contribute to the company’s overall production, portfolio performance and reputation while striving to meet or exceed individual goals. • Create, manage, and maintain a pipeline to active sales goals. • Negotiate and maximize profitability on all new business. • Partner and collaborate with other departments to maximize customer growth and retention. • Assists in the implementation of company’s marketing plans as needed. • Continually refine processes to stay in front of customers in relevant industries. • Responsible to build and maintain new and current customers relationships.