• Lead sales and client service initiatives for William Blair’s Investment Management strategies • Advise management of competitive landscape and client base trends • Collaborate with the Head of Intermediary Distribution to set sales goals and objectives • Maintain extensive visibility and contacts outside of William Blair • Foster relationships with key financial intermediaries • Generate sales through the direct calling program • Develop and maintain deep expertise of all investments • Serve as a technical resource to others • Guide and mentor Regional Associates and Regional Directors • Create, maintain and deliver client presentations • Develop and maintain detailed documentation of client meetings and calling activity • Additional responsibilities as requested.

• Conduct high-volume outbound cold calls to dormant leads. • Re-engage prospective customers and generate new sales opportunities. • Convert qualified prospects into ticket sales through structured conversations. • Build rapport quickly and confidently overcome objections. • Consistently achieve daily and monthly sales targets. • Work towards a baseline KPI of one sale per day. • Maintain high levels of outbound call activity. • Accurately record customer interactions and sales outcomes. • Follow structured sales scripts and proven call frameworks. • Execute multiple touchpoints throughout the customer journey. • Qualify prospects and identify buying intent. • Maintain a professional and positive customer experience throughout each interaction. • Work closely with sales managers and team leaders to improve performance. • Participate in coaching sessions and ongoing sales training. • Share feedback and best practices to support team success.

• Achievement of defined business segment bookings, revenue, and margin targets. • Development and execution of a business plan and sales strategies that aligns with the overall business strategy. • Develop and grow key customer relationships with target accounts. • Maintain a high level of product and market knowledge. • Participate in cross functional teams that support all customer-facing roles within the assigned territory. • Broker and negotiate complex contracts in large national and regional payer accounts. • Drive direct client sales focused on net new logos as an expert prospector, routinely establishing contacts, gaining referrals and booking appointments with target accounts. • Sell to senior leaders and C-level executives at National and Regional Health Plans. • Manage and prepare sales support for key prospect meetings (both onsite and via telephone). • Full accountability for pursuing and completing RFI/RFPs. • Contract review and management (MSA, SOW, SLAs). • Provide meeting and trade show support as required, including scheduling required executive meetings at and attend key industry trade events (e.g., AHIP, RISE, Risk Adjustment Summits, Blues Summit).

• Achievement of defined business segment bookings, revenue, and margin targets. • Development and execution of a business plan and sales strategies that aligns with the overall business strategy. • Develop and grow key customer relationships with target accounts. • Maintain a high level of product and market knowledge. • Participate in cross functional teams that support all customer-facing roles within the assigned territory. • Broker and negotiate complex contracts in large national and regional payer accounts. • Drive direct client sales focused on net new logos as an expert prospector, routinely establishing contacts, gaining referrals and booking appointments with target accounts. • Sell to senior leaders and C-level executives at National and Regional Health Plans. • Manage and prepare sales support for key prospect meetings (both onsite and via telephone). • Full accountability for pursuing and completing RFI/RFPs. • Contract review and management (MSA, SOW, SLAs). • Provide meeting and trade show support as required, including scheduling required executive meetings at and attend key industry trade events (e.g., AHIP, RISE, Risk Adjustment Summits, Blues Summit).