• Price, execute, and manage client flow across spot, options, and derivatives • Build and deepen relationships with institutional clients • Identify opportunities to expand client activity • Manage client flow and price risk appropriately • Stay close to crypto and derivatives market dynamics • Partner with technology and operations teams • Contribute to shaping strategy and processes

• Provide sales teams with technical and sales presentation support to help secure new business, successful customer integration and the utilization of established products. • Support unit sales plan through pre-sales and/or post-sales technical consulting activities. • Prepare and present proposals on how Medline’s products can meet customer needs and be implemented successfully. • Grow sales and drive services to both new and existing customers. • Maximize customer satisfaction by aligning products, solutions, and services with key customer initiatives. • Build and maintain relationships with key decision makers and potential influencers. • Recommend new practices, processes, metrics, or models to improve outcomes. • Work on and/or lead complex projects. • Call on potential and existing customers and small IDN groups within the assigned territory. • Prepare and present technical and financial proposals. • Lead customer engagements from initial presentations to final implementation, including targeting, planning, and in-field communication, alongside Acute Care Field Sales Representatives. • Demonstrate product expertise within the scope of SPT, focusing on the expansion of Medline branded items. • Attend key customer conventions (e.g., AORN, OR Manager) when requested to expand the concept and development of Medline branded items and engage with customers. • Serve as the point of contact for all communication before and after product reviews. • Follow up on trials, in-services, and any product-related questions with the field and/or customers. • Maintain full ownership of all data and customer notes throughout the engagement, specifically relating to individual product opportunities. • Work closely with the Business Analyst Team to identify product opportunities within an engagement. • Track and report monthly gains related to products implemented to your Division Manager. • Drive market penetration of SPT Division products and services as defined each year. • Possible customer engagements: Product Trials/Validations Implementations of new products & programs Utilization Reviews Pack Reviews Comprehensive Program implementations New business program implementations

• Proactively identify, pursue, and close professional learning sales opportunities in mathematics and English language arts • Drive outbound sales to districts, schools, networks, and education organizations not currently owned or actively pursued by the Sales team • Sell predefined professional learning offerings, including the Annual HIVE Conference • Own and manage a dedicated professional learning sales pipeline from prospecting through close • Generate a minimum of $150,000 in professional learning revenue during the pilot period • Sell a minimum of 50 HIVE Conference registrations by June 1 • Coordinate closely with the Sales team to prevent account overlap or outreach conflict • Maintain accurate, timely pipeline tracking, forecasting, and reporting • Represent Open Up Resources’ academic vision, values, and brand with integrity in all external engagements

• Conduct outbound sales calls using RingCentral. • Build and maintain relationships with new and existing clients. • Engage customers in meaningful conversations, identify their needs, and offer appropriate solutions. • Demonstrate a strong understanding of the company’s products and services. • Record client interactions and sales activities using Hubstaff and other tools. • Collaborate with the team via Zoom, staying engaged throughout the workday. • Meet or exceed sales targets and contribute to the overall success of the sales team.