Identify and pursue new B2B clients, generate leads, manage sales pipeline and forecasts, meet KPIs, maintain CRM (Salesforce), conduct market research, present demos, handle escalations, collaborate with marketing/operations, and attend expos.

Lead indexing and scanning of ARNG documents into client systems, ensure accuracy, HIPAA/IRS compliance, assist manager with workflow coordination, train staff, resolve escalations, and maintain productivity and data confidentiality.