• Own the strategic direction, governance and ongoing health of the Customer and Prospect Database (CaPdb) • Design and refine audience segmentation frameworks that guide campaign targeting and growth priorities • Ensure data integrity, enrichment and structured reporting that provide visibility into audience composition and market coverage • Serve as the marketing authority on audience strategy, segmentation performance and growth opportunities • Lead and develop the Business Development Representative (BDR) team • Establish KPIs tied to audience engagement, qualified opportunity creation and marketing-influenced pipeline contribution • Align BDR outreach strategies with Sales territory priorities, campaign themes and product initiatives • Ensure BDR performance insights inform audience refinement and campaign optimization • Oversee structured tracking and analysis of market participation, competitive presence and opportunity movement • Integrate external data sources (procurement signals, surveys, competitive awards) into audience prioritization • Identify trends, whitespace opportunities and competitive shifts within priority segments • Provide consistent reporting on market dynamics to Marketing and executive stakeholders • Lead audience reporting across customer and prospect segments, highlighting growth trends and engagement effectiveness • Partner with Marketing Operations to develop dashboards that connect audience data to campaign performance outcomes • Support demand-focused teams with data-driven recommendations that optimize targeting and engagement strategies

• Develop and execute tailored business development strategies for your assigned service line. • Identify and pursue new business opportunities with insureds, brokers, carriers, program administrators, and other key stakeholders. • Build and maintain long-term client relationships, acting as a trusted advisor. • Collaborate closely with internal teams to design holistic, client-specific solutions. • Represent Davies at industry events, conferences, and panels. • Monitor market trends, competitor activity, and regulatory developments. • Partner with senior leadership to shape go-to-market strategies, pricing models, and business plans. • Leverage and expand cross-sell opportunities across Davies’ full portfolio.

• Prospecting for new clients by networking, cold calling, advertising, or other means of generating interest from potential clients. This will be the primary role of the Business Development Executive • Planning persuasive approaches and pitches that will convince potential clients to do business with our Firm • Developing a rapport with new clients, and set targets for sales and provide support that will continually improve the relationship • Growing and retaining existing clients by presenting new solutions and services. • Responsible for developing a pipeline of new business coming into the Firm • Attending industry functions, including association events, conferences, and provide feedback and information on market and creative trends • Using of the market and competitors, identifying, and developing the Firm’s unique selling propositions and differentiators

• Own the EA growth strategy across assigned regions or accounts • Identify and prioritize high-potential EA targets (new logos, conversions, expansions) • Develop structured EA attack plans in partnership with Managing Directors and Cisco Account Managers • Lead EA white-space analysis across existing Cisco customers • Drive conversion from transactional buying to Enterprise Agreement models • Build and maintain a strong EA pipeline aligned to revenue targets • Partner with sales teams to structure EA proposals that maximize customer value and margin • Lead EA deal strategy sessions and executive alignment calls • Support competitive positioning against alternative vendors and buying models • Assist in negotiation strategy and financial modeling of EA structures • Educate and enable sales teams on EA value propositions and program benefits • Support technical teams in aligning architecture strategies to EA constructs • Collaborate with Customer Success to ensure EA adoption and renewal readiness • Engage C-level stakeholders to position EAs as strategic business enablers • Track EA pipeline, bookings, conversion rates, expansion opportunities, and renewals