• Build, manage, and grow a portfolio of mortgage broker partners • Educate brokers on LBC Mortgage products, guidelines, and programs • Act as a trusted advisor to brokers throughout the loan lifecycle • Drive volume through relationship management, follow-ups, and deal structuring • Collaborate with processing, underwriting, and leadership teams to close loans • Identify growth opportunities and expand broker production • Maintain CRM records and ensure clean, professional communication

• Work all new business leads for Growth (100-300 employee companies) • Achieve and consistently exceed pipeline and sales targets by converting free trials, marketing-qualified leads, or demo requests into paid customers. • Master the product and be able to field customer service and product questions from your leads. • Perform customer presentations and demos via online web conferencing tools. • Work with the Growth and Marketing teams to optimize lead generation and sales conversion tools. • Identify customer segments and new opportunities to improve the quality of the sales pipeline.

• Own and manage the full sales cycle with current ClickUp Customers—building pipeline, qualifying leads, and closing deals - cross-selling, upselling, and expanding ClickUp’s footprint within current customer organizations. • Consistently achieve and exceed pipeline and sales targets by converting free trials, marketing-qualified leads (MQLs), and demo requests into paid customers. • Become an expert on the ClickUp platform to confidently field customer service and product questions. • Deliver compelling product presentations and demos via online web conferencing tools. • Partner with Sales Development, Marketing, Solutions Engineering, and Customer Success to ensure a seamless customer journey. • Identify new customer segments and uncover opportunities to improve pipeline quality through proactive prospecting and account expansion.

• Execute 15-20+ cold calls and targeted emails daily to pre-qualified medical practitioners using provided lead lists • Present GoTo Telemed's telehealth and teledentistry platform services through consultative, problem-focused conversations • Ask discovery questions to understand prospect pain points, practice size, and compliance requirements • Clearly articulate how our platform addresses healthcare operational needs (patient engagement, regulatory compliance, medical billing, revenue optimization) • Address healthcare practitioners' concerns about adoption, integration, and ROI with professional responses • Drive minimum 20 conversions per month (new client sign-ups) from 1,000+ qualified leads provided monthly • Maintain detailed records of prospect interactions and conversion status in CRM system or personal tracking system • Execute systematic follow-up sequences through multiple touchpoints to prospects not ready to decide on first contact • Provide feedback on prospect objections, market conditions, and competitive intelligence • Maintain high professional standards in all communications, positioning GoTo Telemed as a trusted healthcare technology partner