HALO Branded Solutions

• Implement and execute sales projects that contribute to meeting targeted revenue growth plans for client accounts • Manage multiple projects with varying clients, timelines, priorities, costs and logistical complexities • Educate and guide clients regarding the company’s order and approval processes, quality standards and production timelines • Produce creative and accurate quotes and presentations using innovative product ideas to support the client’s branding approach and marketing goals • Understand industry specific manufacturing, production and decoration methods • Implement resourceful sourcing and quoting strategies, balancing the client’s and company’s business needs • Communicate project changes, order timelines and status updates to internal and external stakeholders • Ensure on-time and on-budget delivery while successfully managing and meeting client expectations • Proactively work with internal departments and operations resources to account for all aspects of project scope and adjusting as needed • Utilize internal teams, including Creative, Import, Compliance and HALO resources to bolster company and project value to clients • Expand strong business relationships with clients, internal resources and vendors • Maintain accurate and up-to-date records of quotes, orders and art proofs • Generate reports to track open orders and billing progress

• Own the day-to-day sales operations support model for Strategic Accounts • Identify and remove bottlenecks that slow speed to quote, opportunity progression, or forecast visibility within the Strategic Accounts team • Build and maintain intake and support processes for deal support requests, custom opportunities, and quoting-related needs • Train new hires on systems, processes, and operating standards to accelerate ramp-up and drive consistent adoption • Analyze Strategic Accounts seller performance, conversion rates, deal cycle times, pipeline coverage, and seller-level productivity • Conduct whitespace and penetration analysis across existing and target accounts to identify opportunities to expand into additional Halo solutions and service lines • Partner with Strategic Accounts leadership to run a disciplined weekly pipeline review process • Build and manage dashboards that provide leadership with real-time visibility into pipeline health, funnel movement, win/loss trends, forecast risk, and performance against revenue targets • Implement and continuously improve core sales processes for Strategic Accounts

• Direct contact with customers and designated assigned account executives • Maintain consistency on invoicing orders and meeting KPI’s set forth within the billing team; • Escalate orders as necessary to leadership to ensure timely invoicing is captured • Attend team meetings and provide input on; trends, next step resolutions and exceptions • Assist Research Team Lead in fielding front-line questions from department employees and other HALO staff • Assist with new hires, by working with trainers, organizing desk, ordering supplies, and assisting with training • Help Team Lead monitor team workload: Provide coverage as needed for workload coverage • Coordinate department overview for employees outside of Research • Understanding of sales orders: Cost, Sell Commission Margins and adjustments • Work with employees and management to develop process or system improvements • Provide employee performance feedback to team lead/supervisor/manager • Provide continued guidance, training and support for the team • Manage workload independently on orders; Higher Complex AE Management/support • Specific workflows may vary depending on what team this role is assigned to.

• Achieve each client's marketing objectives through branded merchandise solutions • Ensure on-time and on-budget delivery of solutions • Owner of the client experience • Revenue accountability for a portfolio of accounts; meet targeted revenue growth and margin • Expand existing account revenue by introducing HALO's unrivaled set of capabilities • Manage a portfolio projects with varying clients, timelines, priorities, costs, and logistical complexities • Produce creative and accurate quotes and presentations using innovative product ideas • Utilize vendor relationship and internal resources for resourceful sourcing and quoting strategies, balancing the client’s and company’s business needs • Onboard new clients to HALO ways of working: ordering, approvals, quality, production, and more • Model HALO values of Ingenuity, Inclusion, and Determination while working collaboratively as one, national team • Manage client expectations through effective communication of project changes, order timelines and status updates to internal and external stakeholders • Contribute to winning new client accounts • Maintain accurate and up-to-date records of quotes, orders and art proofs • Generate reports to track open orders and billing progress • Communicate extensively with manufacturers and clients • Develop strong relationships with Sales and Promotional Product Suppliers • Coordinate ordering and return of samples for client presentations • Enter sales orders • Coordinate client reviews and proof approvals

• Match solution-set with opportunity needs to drive credibility and wins via presenting strategy and the solution with sales team, serving as the SME. • Engage in high-value, complex, or at-risk opportunities to shape deal strategy. • Lead value positioning, competitive differentiation, and executive messaging. • Support pricing strategy, packaging, and commercial structuring in partnership with Finance. • Develop and execute overlay sales strategies aligned to corporate growth priorities. • Drive incremental revenue across targeted solutions, industries, or strategic initiatives. • Equip frontline sellers with messaging, playbooks, and positioning tools in partnership with creative/marketing. • Conduct training sessions and workshops to elevate sales effectiveness. • Partner with Product to influence roadmap based on market feedback.

• Sales Workflow Management: Intake, triage, and route all incoming sales requests, ensuring proper prioritization based on deadlines, revenue impact, and customer needs • Maintain the sales queue or project management board, ensuring complete and accurate information • Monitor progress on active jobs and proactively follow up with team members to prevent delays • Sales Team Support: Prepare and organize client brief information for Business Development Reps and Account Managers • Assist with quote creation by gathering product details, vendor pricing, and artwork requirements • Support sample requests, proof approvals, and follow-through on production timelines • Cross-Department Coordination: Serve as a communication bridge between sales, creative/art, production, and procurement teams • Ensure all departments have the information needed to meet client expectations • Consolidate updates from vendors and internal teams and communicate them back to sales • Client Service & Communication Support: Draft or send routine client communications (order status updates, proof reminders, tracking info) on behalf of the sales team • Coordinate meeting scheduling, follow-ups, and preparation of sales materials when requested • Data & Systems Management: Enter and maintain accurate information within the CRM, order management system, or project management tools • Track key milestones (quotes sent, proofs approved, orders placed) to support reporting and pipeline accuracy • Maintain organized digital folders for assets, approvals, and client project documentation • Continuous Improvement: Identify workflow inefficiencies and recommend process enhancements • Help develop standardized intake forms, templates, and checklists to support scalable growth

• Ensure smooth order management processes • Provide proactive customer support • Maintain effective communication with internal and external stakeholders • Run daily reports of open orders and follow up as needed • Monitor new orders and schedule follow-up actions • Review order details to confirm shipping dates and methods • Track shipments to confirm on-time delivery • Proactively resolve issues post-shipment • Maintain clear communication regarding order statuses • Respond promptly to inquiries from Billing and other internal employees • Document and manage all order-related actions • Provide backup support for other representatives • Work independently to resolve tasks • Mentor lower-level Customer Service Representatives

• Strategize with customers to develop employee recognition & incentive initiatives; recommend solutions based on the customer’s goals, strategies, business requirements, and HALO/industry best practices. • Lead customer-facing discussions from kickoff through launch to recommend, gather, and document program initiatives and scope requirements. • Oversee the design of recognition and incentive programs, providing consultation and guidance throughout the program design process. • Provide clear, timely status updates to customers and internal stakeholders while proactively tracking and managing issues and risks that could impact project success. • Develop and maintain deep expertise in how the technology platform delivers agreed-upon program requirements. • Present program concepts and examples by creating scenarios in a test environment and/or developing customer-facing presentations. • Communicate customer expectations and project requirements to cross-functional teams, including account management, sourcing, and data teams. • Review and understand customer Master Service Agreements and SOWs to identify out-of-scope requests and address them diplomatically. • Configure websites to support documented and agreed-upon business requirements. • Create internal and customer-facing documentation, including Confluence reference materials, requirement spreadsheets, process flow charts, and program overview documents. • Use creative, visual means to translate the functionality of the technology platform to the needs and nomenclature of the customer. • Create high-level test plans and execute test cases within an implementation. • Maintain accurate and up-to-date cases in Salesforce, ensuring all project activities, client interactions, and implementation milestones are properly documented. • Adjust approach, communication style and tools based on lessons learned. • Maintains intricate master files of customer information in proprietary technology. • Process change cases for already-live clients, ensuring updates are accurately assessed, documented and implemented.

• Lead the Sales Compensation team through accurate and timely period-end close, ensuring commission calculations are correct, well-documented, and audit-ready • Serve as an escalation point for tier-two commission inquiries from Account Executives, providing clear and timely resolution • Maintain a hands-on approach to tactical commission work when needed, ensuring operational continuity regardless of team availability • Partner with Finance to enforce exception governance around commission adjustments, one-off agreements, and non-standard arrangements • Ensure commission processes are scalable, well-documented, and built to support a growing and evolving sales organization • Lead the systematic review and rationalization of existing compensation plans across the organization, identifying and reducing unnecessary variation and complexity inherited through business growth and acquisition • Develop and maintain a standardized framework for compensation plan design that can be applied consistently across seller types, segments, and business units • Document all active compensation plans, special agreements, stipends, and discretionary arrangements, building a clear governance structure around what exists and how each is managed • Work collaboratively with Sales leadership and HR to consolidate plans where appropriate, ensuring that changes are implemented thoughtfully and communicated clearly to affected sellers • Assess the degree to which current compensation plans drive the growth and profitability behaviors the company is targeting, including deal margin, revenue growth, new client acquisition, and product mix • Provide data-driven recommendations for plan improvements that better align incentive structures with company objectives while maintaining a highly motivated and competitive sales team • Evaluate the return on investment of compensation spend, ensuring that incentive dollars are being directed toward the activities and outcomes that matter most to the business • Partner with Revenue Operations leadership to ensure compensation plan design reflects pipeline and forecast priorities, including deal economics, cost-to-serve, and profitability thresholds • Provide strategic guidance on commission systems and tools, driving improvements to accuracy, efficiency, and reporting capability • Build and maintain reporting that gives leadership clear visibility into compensation spend, plan performance, and the relationship between incentive structure and business outcomes • Ensure commission data integrity and identify process improvements that reduce manual effort, rework, and exception handling • Supervise and develop the commissions team, setting clear goals, providing coaching, conducting performance evaluations, and fostering a culture of precision and continuous improvement • Train team members and cross-functional partners on compensation plans, processes, and governance standards.

• Review and analyze Program reports • Collaborate with Buyers and Program Account Managers to maintain appropriate inventory levels for SKUs • Follow individual program and department guidelines to initiate appropriate action for PO placement, follow up, inventory adjustments, and reporting • Check ship dates on in-bound inventory replenishment orders and work with all stakeholders until receipt • Post shipments and receiving • Update notes for items in Fourgen ERP • Create, proof and submit purchase orders daily • Review and approve artwork proofs • Monitor purchase orders with in-hands dates to ensure on-time delivery and proactively address any risks or delays • Populate and submit item adjustment and freight forms • Other duties as assigned