• Qualifying all inbound leads and proactively prospecting across various territories in the U.S. • Generating new business opportunities and fostering relationships. • Accurately documenting all interactions in CRM system for seamless handoff to sales team. • Attending quarterly Trade Shows for live lead generation.

• Monitor existing account usage, contract terms, and organizational changes to identify expansion, upsell, and cross-sell opportunities • Conduct proactive outreach to existing customer contacts through persona based, tactical prospecting campaigns through all channels (phone, email, social media) • Qualify expansion opportunities based on usage patterns, contract timing, and stated customer needs • Book and hand off qualified meetings to Account Managers • Flag renewal timing and account health signals to Account Managers as they come up in the course of outreach • Proactively partner with Account Managers and marketing to drive growth within current customer base • Keep Salesforce CRM updated with accurate activity, pipeline, and opportunity status • Share feedback with Customer Success and Product on expansion trends and customer needs • Build a solid understanding of Documo's product suite (cloud fax, IDP, eSign, API integrations) to speak credibly with existing customers about additional use cases • Hit monthly and quarterly metrics for calls, emails, meetings booked, and expansion pipeline generated • Stay current on industry trends and competitive dynamics in healthcare and other regulated verticals

• Assess and prioritize target markets, sectors, and prospective clients across the Caribbean • Identify, pursue, and close new business with governments, banks, fintechs, payment service providers, telcos, and institutional clients • Lead presentations and solution pitches to senior decision makers, including C-suite executives, government officials, and heads of digital transformation • Build and manage long-term client relationships at the executive level • Lead contract negotiations and structure complex deals from first contact through signing and execution • Develop and execute the regional business development strategy • Work with Product, Technology, Legal, and Finance teams to turn client needs into deliverable solutions, and act as the voice of the client internally • Track market trends, new technology, and competitor activity to guide growth strategy • Represent the company at regional and international conferences, summits, and client meetings • An active business pipeline within your first 90 to 180 days, and multiple signed contracts within 12 to 24 months

• Own and support the full sales cycle from prospecting to close for enterprise retail and omni-channel clients. • Build a territory plan focused on large retailers and quick service restaurants (QSRs) with complex and/or multi-channel payment needs. • Maintain an active and measurable pipeline with accurate forecasting. • Conduct deep discovery to understand retailer’s store operations, checkout processes, fraud challenges, and omnichannel roadmap. • Translate requirements into compelling commercial proposals for eCommerce, in-store, and unified payment solutions. • Own and support commercial negotiations including pricing, implementation structure, and multi-year agreements. • Partner with Sales Ops, legal, product, and finance to structure deals that meet revenue, cost, and margin targets.