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Identify and engage prospective B2B clients across Central America and Costa Rica, build qualified sales pipelines, conduct discovery meetings, present wellness solutions, develop proposals and pricing, nurture prospects, and close opportunities. Maintain Salesforce records, report on regional KPIs, and collaborate with sales and service delivery teams to ensure effective handoffs and strong client experiences.

Lead broker and consultant relationships to drive EAP and integrated health solutions sales. Manage vendor credentialing, due diligence, and preferred carrier status. Deliver broker training, secure RFP placements, track pipeline in Salesforce, partner with cross-functional teams, and gather market feedback to inform product and go-to-market strategy. Travel across the US to expand market share.

Maintain data quality and build automated reports using Microsoft SQL tools, SSRS, and SSIS. Support client implementations, test data exchanges, streamline processes, and produce clear technical/user documentation while responding to internal and client requests.

Manage and maintain on-premise and cloud application server infrastructure, respond to alerts, perform patching and upgrades, support disaster recovery and deployments, provide technical support to clients and teams, maintain CMDB and technical documentation.

The Senior Data Conversion Lead will transform complex legacy data for retirement benefits, ensuring client data integrations and championing process innovations.