• Drive new customer acquisition and expand business within the assigned building and construction market and region • Lead specification and business development activities with contractors, distributors, builders, developers, and other building and construction-related customers • Manage accounts as the primary commercial and technical liaison between customers, project management, and internal teams • Identify market trends, cultivate customer relationships, and develop growth opportunities in existing and new markets • Coordinate regional and internal sales activities to support revenue growth and customer success • Manage customer inquiries, prepare quotations, and support sales-driven projects from opportunity through execution • Negotiate and finalize framework agreements and related commercial proposals • Represent the company at trade fairs, customer workshops, seminars, and other key industry events • Collaborate with Global Sales Managers and related sales representatives to support strategic account and market development efforts

• Identifying, qualifying, and generating new sales leads to support the growth of our company. • Work closely with the sales and marketing teams to develop and execute strategies to expand our customer base and meet revenue targets. • Conduct market research to identify new opportunities and stay up-to-date with industry trends. • Collaborate with the sales team to develop and execute strategies to increase sales and revenue. • Maintain accurate records of all sales and customer interactions in our CRM system. • Attend trade shows, conferences, and other industry events to promote our products and services.

• Prepare detailed Business Development Plans that identify the key objectives: a timeline with significant milestones, capital/investment requirements and expected ROI, etc. • Coordinate the involvement of Meritec personnel (including support, service, sales, product management and general management resources) to meet objectives, as necessary. • Develop and maintain strong relationships with key customers and internal stakeholders through regular in-person meetings, site visits, industry events, and trade shows. • Meet assigned targets for profitable sales volume aligned with strategic objectives. • Identify potential customers that align with the assigned objective and work with the Product Manager or Inside Sales team to develop these key accounts. • Proven track record of establishing relationships and generating business with new customers. • Continually research to maintain a current knowledge of the assigned industry, region, product lines, etc. If applicable, attend conferences or industry events related to the assignment. • Become the product/region/industry champion within the organization and drives sales activity aligned with the assigned objective. • If necessary, leads training and re-training efforts for the rest of the sales team for topics related to the assigned objective. • Lead solution development efforts that are required to accomplish goals and objectives and the involvement of all necessary company personnel to accomplish the prescribed solution(s). • Consistently uses Edge, our proprietary CRM business system based on the Salesforce platform, to document activities with contacts and opportunities. • Achieves strategic objectives defined by company management. • Maintains high customer satisfaction ratings that meet company standards. • Completes required training and development objectives within the assigned time frame. • Support Meritec’s Core Values; Service, Dream Big, Have Fun, GSD • This list is not to be considered comprehensive, and Meritec Management retains the right to modify the contents of this document at any time. Other duties may be assigned by Meritec Management.

• New Partner Acquisition — Own the end-to-end BD process for net-new bank and credit union partners — prospecting, outreach, discovery, proposal, and close; primary focus on Tier 2 and Tier 3 banks and mid-size credit unions • Pipeline Management — Build and manage a disciplined BD pipeline in Salesforce; maintain accurate forecasting, activity tracking, and stage progression; report weekly pipeline status to CGSO • RFP Leadership — Lead FM's response to formal RFPs from prospective FI partners; project-manage the response process including coordination with product, marketing, compliance, and legal • Partner Onboarding Handoff — Own the transition from signed agreement to operational launch — working with Brokerage Operations and Channel Marketing to ensure partners activate quickly and successfully • Market Intelligence — Track competitive landscape, FI insurance program trends, and bank/CU regulatory developments; bring market insight back to the CGSO and product teams to inform strategy • Carrier Relationship Support — Alongside the Brokerage Leader, maintain working relationships with key carrier partners — especially where carrier relationships influence partner acquisition strategy or product availability • Tier 2/3 Bank Strategy — Execute FM's strategic pivot toward Tier 2 and Tier 3 banks — developing a target list, activation playbook, and prospect engagement model for this segment