• Own the broker and consultant distribution sales strategy, with accountability for revenue targets across non-owned channels • Transition the sales organization from a reactive account management model to a proactive hunter/farmer structure • Recruit, onboard, and scale new broker and FMO relationships to expand Pivot's active distribution footprint • Drive new business development with independent agents, general agents, and field marketing organizations (FMOs) • Represent Pivot Health at industry events, carrier partner meetings, and key broker/consultant forums • Lead and develop the Account Management team, ensuring existing broker relationships are nurtured, productive, and growing • Establish SLAs, performance metrics, and accountability frameworks for the AM team • Partner with internal operations and member services to resolve broker escalations and improve the end-to-end broker experience • Develop and execute a tiered broker engagement model (key account vs. general book) • Hire, coach, and develop a team of BDMs and Account Managers; establish clear roles, comp structures, and performance expectations • Create a winning team culture grounded in accountability, collaboration, and results • Work cross-functionally with marketing, operations, and product to align distribution strategy with company priorities • Contribute to the company's Growth Roadmap and quarterly operating plan (Rocks) as a key member of the leadership team • Provide regular pipeline, forecast, and performance reporting to the President • Identify market trends, competitive dynamics, and channel opportunities to inform product and pricing decisions

• Build and execute a tiered enablement strategy across partner types (agencies, tech/ecosystem, resellers) -- balancing scalable one-to-many programs with high-touch support for priority partners. • Design structured onboarding and certification programs (live and async) that equip partners to position Fundraise Up by use case, run discovery and qualification, co-sell with internal Sales, and support post-sale handoffs. • Own the partner webinar and workshop calendar -- covering network enablement, product updates, co-sell plays, and public-facing events that drive pipeline with partner participation. • Build and maintain a full enablement library: playbooks, talk tracks, battlecards, objection handling, and implementation guides. • Manage enablement distribution through the PRM, portal, and/or LMS, coordinating with Product Marketing to keep partner messaging current and consistent. • Work hands-on with Salesforce, PartnerStack, Crossbeam, and Partner Fleet to support enablement delivery, tool adoption, and co-sell workflows. • Triage and qualify inbound enablement requests before escalation to Partner Managers. • Define and track KPIs tied to business outcomes: time to first referral, partner activation rate, partner-sourced pipeline, win rate lift, and enablement satisfaction. • Run a quarterly operating cadence covering program roadmap, performance review, and iteration planning.

• Build and grow customer relationships across contractors, engineers, distributors, and end users • Drive territory sales growth through proactive business development and account management • Identify customer needs and deliver tailored HVAC and mechanical system solutions • Develop quotes, pricing, and product selections using CAPS software • Partner with engineering, inside sales, and manufacturing teams to support customer projects • Expand existing accounts while identifying and converting new business opportunities • Represent Accurex at trade shows, customer meetings, and industry events • Travel throughout Northern Illinois to support customers and strengthen partnerships

• Prospect, research, and identify new business opportunities within healthcare organizations. • Develop and execute strategic customer acquisition plans that address the unique needs of healthcare clients. • Build relationships with executive-level decision makers across marketing, procurement, and operations functions. • Schedule and lead in-person customer meetings, presentations, and solution discussions. • Partner closely with Key Account Executives and Print Key Account Executives to uncover new opportunities within existing accounts. • Develop customized print and marketing programs utilizing a consultative selling approach. • Negotiate pricing and solutions that deliver value for customers while driving profitable growth. • Manage account development strategies and coordinate seamless account handoffs within a team-selling environment. • Maintain a robust pipeline and consistently achieve or exceed revenue and growth objectives. • Travel up to 30% throughout the assigned geography to support customer engagement and business development activities.