• Assess the current dealer network and support the implementation of training and development initiatives to improve dealer performance, drive growth, and help expand market reach. • Assist in developing and executing business development strategies that support long-term revenue growth. • Identify and pursue new business opportunities, including partnerships, new customer segments, and market expansion opportunities. • Build and maintain strong relationships with key clients, dealers, and industry partners to support continued business growth. • Conduct market research to understand industry trends, competitive activity, and new areas for potential expansion. • Collaborate with internal teams—such as sales, marketing, operations, and product development—to support alignment of business goals and customer needs. • Support and collaborate with sales team members to help achieve performance targets and business development goals. • Prepare regular updates and reports on business development activities, pipeline progress, and growth opportunities for leadership. • Assist in negotiating and closing contracts and agreements that support company objectives. • Represent the company at industry events, conferences, and networking opportunities to promote brand awareness and build strategic relationships.

• Lead, coach, and develop a team of 20 remote BDRs across multiple time zones • Own team KPIs: calls made, meetings booked, pipeline generated • Conduct daily standups, weekly 1-on-1s, and performance reviews • Identify underperformers early and take corrective action • Recruit, onboard, and train new BDRs as we scale • Collaborate with AEs to ensure lead quality and conversion • Refine scripts, processes, and playbooks to improve performance • Report on team metrics to leadership weekly

• Address customer queries and document requests related to account openings. • Offer creative solutions to tackle issues in a dynamic work environment. • Ensure regular exception tracking and clearance using EDMS. • Process daily account activation cases following established SOPs. • Handle inbound and outbound calls for account activation assistance and fulfillment. • Maintain effective communication with customers and internal departments. • Ensure timely and accurate documentation of all account-related processes. • Stay updated with the latest banking regulations and industry trends. • Collaborate with the team to identify and implement process improvements.

• Lead Generation & Prospecting • Identify and qualify target accounts within pharmaceutical, biotech, medical device, CDMO, CRO, and healthcare sectors. • Conduct outbound prospecting through LinkedIn, email campaigns, cold outreach, and research tools. • Build and maintain a healthy, structured pipeline aligned with revenue goals. • Schedule discovery meetings and introductory calls for the BDM. • Maintain target account lists and contact mapping within priority organizations. • Market Research & Competitive Intelligence • Conduct competitor analysis, client need analysis, and market research within the life sciences consulting space. • Identify regulatory, funding, and industry trends that create new consulting opportunities. • Recommend strategic targeting approaches based on emerging industry needs. • Monitor industry events, funding rounds, FDA activity, and M&A trends for pipeline triggers. • Proposal & Contract Development Support • Assist in drafting tailored responses to: RFPs, RFIs, Teaming proposals, Capability statements, Statements of Work (SOWs). • Support preparation of NDAs/CDAs, MSAs, and pre-sales documentation. • Coordinate with internal SMEs to gather technical inputs for proposals. • Ensure proposal documents are formatted, accurate, and aligned with brand standards. • CRM Management & Reporting (Zoho) • Maintain accurate and up-to-date documentation of: Leads, Opportunities, Contact records, Proposal stages, Forecast data. • Generate weekly pipeline reports and sales performance dashboards. • Track KPIs including outreach volume, meeting conversion rates, and proposal activity. • Ensure CRM hygiene and structured data entry discipline. • Cross-Functional Collaboration • Work closely with: Recruiting team (to align talent availability with pipeline needs), Delivery team (to understand current service capabilities), Leadership (for strategic targeting direction). • Support pre-sales coordination and internal alignment before client meetings. • Assist in preparing briefing documents prior to discovery calls. • Marketing & Digital Presence Support • Support thought leadership initiatives, including: LinkedIn posts, Blogs, Industry insights, Newsletters. • Assist in tracking engagement metrics and recommending content improvements. • Coordinate messaging alignment between marketing and business development. • Capability Deck (CAP Deck) Development • Create and update Pharmavise capability decks. • Customize presentations for: Direct clients, Subcontracting pursuits, Strategic partnerships. • Ensure decks reflect current certifications, case studies, and service offerings.