• Develop and win new business across protection, pensions and platform markets • Manage and grow an existing portfolio of high-value financial services clients • Promote Defaqto’s product suite including Star Ratings, Service Ratings, Matrix and Matrix 360 • Identify opportunities to upgrade existing clients (e.g. Matrix to Matrix 360) • Leverage the annual ratings cycle to drive engagement and licensing conversations • Build strong, face-to-face relationships with providers • Collaborate with internal teams across Fintel to develop new revenue opportunities • Attend client meetings, industry events, and occasional London office visits • Manage pipeline, renewals and sales reporting with a strong focus on hitting targets

• Speak with clients to gain understanding of their needs, challenges, and goals to provide tailored solutions. • Set client meetings. • Identify new business opportunities within the healthcare industry. • Develop and execute outreach strategies to achieve revenue targets. • Conduct market research to stay updated on industry trends and competitor activities. • Collaborate with other internal teams such as Marketing and Talent Acquisition. • Generate leads through networking, referrals, and cold calling. • Have a deep understanding of the healthcare products or services offered by the company. • Stay informed about industry regulations, compliance standards, and best practices. • Monitor sales metrics and key performance indicators (KPIs) to evaluate progress towards targets. • Document daily activity for reporting

• Generating leads • Engaging in inside sales activities • Communicating with potential clients • Assisting in the development of business opportunities • Working closely with the sales team to develop strategies and drive growth

Role Description To support the ongoing development and enhancement of our enterprise CRM platform built on Dynamics 365 Customer Engagement (CE), Dataverse, and the Microsoft Power Platform. This role will work under the guidance of the CRM Architect / Product Owner and will focus on hands-on delivery across Dynamics 365 CE workloads including: - Customer Service - Sales - Marketing The ideal candidate is comfortable moving quickly, partnering with multiple internal teams and external vendors, and delivering dependable solutions amid shifting priorities in a fast-paced, business-critical environment. Qualifications - Experience with Dynamics 365 Customer Engagement (CE) - Familiarity with Dataverse and Microsoft Power Platform - Ability to work collaboratively with teams - Strong problem-solving skills Requirements - Hands-on delivery experience in Dynamics 365 CE workloads - Ability to manage multiple priorities in a fast-paced environment - Experience partnering with internal teams and external vendors Benefits - Innovative global supply-chain solutions - Flexible solutions to complex problems - Robust Data Management and Analytics product suite Company Description APL Logistics provides innovative, global supply-chain solutions across Automotive, Consumer, Industrial and Retail markets. These solutions include: - Order Management - Distribution & Fulfillment - Customs Brokerage - Transportation products delivered across six regions Our brand was built alongside a culture of deep customer focus and attention, and we are known for providing flexible solutions to complex problems.