• Meet/exceed specific growth and new client goals in the assigned territory • Maintain and build business growth with current account base, while growing the territory outside of legacy markets • Understand and effectively communicate company value proposition to prospects and all other centers of influence • Manage geographic territory effectively • Submit all reports timely and accurately • 100% commitment to utilization of company CRM (Salesforce) • Partner with North American Vertical Market Sales Leadership, Engineering, Marketing Product/Project Management and Inside Sales on new business activities and on-boarding of new customer relationships • Understand and apply the product portfolio to new opportunities • Understand and utilize pricing model to maximize profitability • Work effectively with Technical Service team to deliver maximum customer satisfaction and repeat sales opportunities • Be the highly visible face/voice of the company within the assigned geographic territory

• Support the development and execution of onboarding and ever-boarding programs across GTM teams • Contribute to building structured learning paths and certification programs to reinforce product knowledge, skills, and methodology • Facilitate live and virtual training sessions, including in-person onboarding weeks in Nashville • Help maintain and update enablement content such as playbooks, talk tracks, objection handling guides, and product training resources • Partner with Sales Managers to reinforce key behaviors through coaching frameworks, ongoing education, and reinforcement programs • Support the rollout of product launches, go-to-market initiatives, and sales methodology adoption (e.g., MEDDPICC) • Assist in the administration and optimization of enablement tools including DemandBase, Mindtickle Gong, Outreach, LinkedIn Sales Navigator, and ZoomInfo • Gather feedback and track program impact, using ramp time, performance trends, and rep engagement to guide improvements • Collaborate cross-functionally to align training efforts with broader revenue goals and initiatives

• Lead and manage a pod of 5 to 10 Licensed Sales Associates, ensuring consistent performance above monthly sales targets • Partner with the Sales Enablement and Operations Lead (Licensed) to support Loan Officers on Performance Improvement Plans, including daily call reviews and objection handling roleplay to move Tier 0 performers off PIPs quickly • Review call recordings in the Nice system to identify coaching opportunities and improve customer interactions • Monitor funnel conversion data to ensure strong pipeline health and adherence to speed to lead SLAs • Convert company provided leads into HELOC customers through outbound calling, text, and email • Guide borrowers through a consultative sales process, helping them select the right product, rate, and term • Demonstrate closing ability and system mastery in Salesforce and CSP by maintaining active personal production • Support new hires through the 30 60 90 ramp plan to ensure Tier 1 funding targets are achieved • Establish scalable best practices and provide feedback to Operations on approval bottlenecks and product gaps

• Own acquisition and expansion of Mid-Market commercial customers, with strong emphasis on on-net buildings and existing network footprint. • Develop and execute territory and account strategies targeting multi-tenant commercial properties, enterprise suites, and strategic business districts. • Lead full sales lifecycle from discovery and solution design through proposal, contract negotiation, and close. • Serve as primary commercial owner for a portfolio of high-value business accounts. • Drive renewals, contract extensions, and expansion revenue within existing customers. • Act as executive point of contact for strategic customers and escalations.