• Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts • Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments • Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately • Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement • Develop and maintain channel, referral, and strategic partnership relationships that support ongoing lead generation and business growth • Represent BELAY at industry events, conferences, networking opportunities, and association meetings • Collaborate with Marketing on campaigns, event follow-up activities, and market growth initiatives • Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records

• Performs remote activities on assigned projects in liaison with the Remote CRA, On-Site CRA and study CTM • Provides support with regards to site preparedness, logistical support to the monitoring process, and assist with assigned tasks for site management and remote monitoring in accordance with SOPs and regulatory guidelines • Completes study and site management activities as defined in task matrix, and as applicable and directed for study assigned • Completes and documents study-specific training • Orients and trains on any CRG/study-specific systems • Provides in-house support during pre-study assessments and with pre-study assessment waivers, as agreed for project • Supports to customize Site ICF with site contact details, as needed • Performs remote review of EMR/EHR checklist and supports collection, as applicable assessments • Verifies document collection and RCR submission status; updates site EDL and verifies site information • Reviews patient facing materials and review translations, as directed • Supports site staff with the vendor related qualification process, where applicable • Provides support by ensuring system access is requested/granted and revoked for relevant site staff during pre-activation and subsequent course of the study • Supports maintenance of vendor trackers, as directed • Coordinates study/site supply management during pre-activation and subsequent course of the study • Supports Essential Document collection, review and updating in systems, as applicable

• Help Ryan

• Management of electronic information, document management, and document review. • Manage case documentation and file organization by collecting, scanning, and uploading key documents (e.g., police reports, insurance policies, medical records) into the case management system while maintaining accurate notes and timelines. • Track medical treatment and billing by monitoring client care, requesting records and bills from providers, and preparing treatment summaries for case evaluations and negotiations. • Coordinate with third parties such as insurance adjusters, medical providers, and lien holders to gather documentation, verify coverage, and assist with organizing settlement and disbursement materials.