• Assist the team nurture and manage client relationships • Support and assist the preparation of proposals MSA, SOWs, contracts and presentations • Coordinate with internal teams to guarantee on time delivery of projects • Manage internal and external communication in a timely manner • Respond to client inquiries and provide prompt communication and solutions • Provide coverage for traveling team members • Assist Client Relationship Managers with tasks as assigned • Ad hoc responsibilities

• Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options • Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements • Educate clients on Medicare options, election periods, and available services to help them make informed decisions • Match beneficiaries with the most suitable health plans based on their unique needs • Guide clients through the enrollment process with care, accuracy, and personalized support • Build meaningful relationships while delivering excellent, solutions-focused customer service • Qualify inbound leads and create new sales opportunities through proactive engagement • Consistently meet or exceed sales goals while tracking performance and progress • Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements • Accurately document all sales and service activities in the CRM system • Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals • Support additional duties and special projects as needed

• Independently manage and develop existing and new customer accounts and build long-term customer relationships • Identify, qualify and develop business opportunities across the entire sales cycle • Prepare and present proposals and client presentations, and support tenders and contract negotiations • Develop and implement strategies for new customer acquisition and market entry • Analyze market, competitor and industry trends to identify growth and business potential • Manage and further develop strategic partnerships and establish new collaborations • Plan, execute and continuously optimize lead generation activities across digital and traditional sales channels • Regularly analyze and evaluate sales pipelines, sales metrics and business developments to derive appropriate actions • Work closely with Marketing, Consulting and Delivery teams to develop customer-focused solutions • Represent Avvale at client meetings, trade shows, events and networking occasions • Ensure a professional and consistent brand presence in customer-facing situations • Contribute to strategic sales initiatives and take on ad hoc projects to advance the business unit

• Source, pitch, and close mid-market med spa and aesthetics groups (multi-location practices, DSO-adjacent groups, and high-volume single sites) onto our patient-financing platform. • Build and sustain a pipeline of net-new aesthetics accounts, ramping quickly to consistent monthly production. • Own the full sales cycle: prospecting, discovery, economic justification, contracting, and warm handoff to onboarding and account management. • Translate financing economics - approval rates, funding speed, fee structures, credit-spectrum coverage - into provider-facing ROI conversations. • Represent HFD at industry events (AmSpa, aesthetics conferences, regional groups) and build referral channels. • Maintain disciplined CRM hygiene and accurate forecasting.