• 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

• The Director of Business Development is the leader responsible for driving revenue growth, client acquisition, partnership development, and market expansion across CSD Access. • This role provides strategic and operational leadership of the Business Development function, overseeing the full sales lifecycle, from prospecting and outreach through proposal, negotiation, and close to support both CSD Access Direct (Direct Video Calling) and CSD Access Services (Interpreting & Captioning). • Reporting directly to the Division President, the Director translates organizational growth strategy into actionable sales plans, manages the BD team's day-to-day execution, and ensures the pipeline is healthy, accountable, and consistently advancing. • The Director serves as a key contributor to CSD Access's market positioning and is responsible for building and maintaining high-value client and partner relationships across corporate, healthcare, government, education, and nonprofit sectors.