• Collaborate with multiple levels of customers, external and internal, to support growth of the team. • Provide and pitch pumping solutions to fabrication and end user customers. • Meet or exceed segment sales revenue forecast as established by the Business Line Director. • Make sales calls to customers and builds relationships with key stakeholders in your region. • Support customer contacts at all levels C-suite to field personnel. • Manage project activity in the assigned territory including product offerings and recommend pricing levels based on Value Selling concepts. • Establish a sales strategy aligned with company policies and objectives to support your territory. • Capture sales call and lead management data via applicable tools such as CRM. • Provide technical consultation to customers on product solutions. • Train fabrication partners on our value proposition and product capabilities. • Develop and implement strategies for displacing competitors at new and existing targeted accounts. • Build broad and deep relationships with all stakeholders in our customer organizations. • Provide the company with new product ideas, market trends, territory market data, sales growth strategies, and competitive intelligence. • Participate on New Product Development and Marketing initiatives as required. • Exhibit continuous professional growth. • Work closely with other IDEX business units, the IDEX Strategic Account Management organization, Customer Support Center (CSC), Applications and Product Engineering, Warranty & Repair, Information Systems, and Accounting.

• Track sourcing engine output: new leads added to the database daily • Report on leads contacted, replied, on-call, and closed • Maintain clean, organized database with proper tagging and labeling • Morning stand-up and team check-ins • Call reviews — listen, coach, improve • Ongoing reporting on pipeline health and conversion rates • Own the CRM — keep it clean and up to date • Manage the databasing and lead tracking tool • Oversee analytics, outreach scripts, pitch decks, and closing materials • Handle contracts and closing process • Build and maintain sourcing SOPs — how we find, qualify, and approach creators • Own the Creator Manager onboarding and ramp-up process • Hire, manage, and replace as needed — you own performance on this team • Monitor team capacity and flag when we need more resources • Own the goal: drive X closes per period and hold the team accountable to it

• Drive a high-performance sales culture across a fully remote team of 25+ Medicare sales agents, balancing accountability with energy and motivation • Provide real-time coaching on live calls, helping agents overcome objections and close complex Medicare enrollments • Monitor calls and deliver actionable feedback to improve close rates and maximize inbound lead conversion • Own team performance metrics, including conversion rate, talk time, and lead utilization • Manage scheduling and coverage across an 8am–8pm EST window to ensure full utilization of inbound demand • Lead and engage a mixed workforce model, driving consistency, retention, and output • Ensure adherence to CMS guidelines and Medicare marketing compliance, maintaining high-quality and ethical sales practices • Partner with Quality, Compliance, and Workforce Management (WFM) teams to optimize performance and lead utilization • Analyze team performance data to identify trends, coach to gaps, and drive continuous improvement

• Realizar llamadas salientes (de leads calificados) a clientes elegibles para Medicare que estén interesados en diferentes opciones de planes • Ayudarles a transferirse a un agente de ventas licenciado para su área • Utilizar réplicas para superar las objeciones de los clientes • Presentar por qué esto es beneficioso para ellos durante el período de inscripción abierta • Cumplir con los objetivos de transferencia • Disposición apropiada de cada llamada • Llamadas de fin de semana requeridas