• 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.

• Responsible for the generation of new business sales and profits (P&L) in a specific territory. • Commits to an annual sales plan, writes specific objectives and forecasts orders and expected revenue on a monthly basis. • Develop excellent product knowledge and awareness of market conditions. • Report on activities weekly and represent the company maintaining business ethics and professionalism. • Communicate with management any ideas, market trends or competitive activities. • Maintain currency of and adhere to applicable GMP and ISO 9001 processes and procedures. • Abide by state and federal employment laws. • Attain or exceed yearly revenue and profit quotas for region of responsibility. • Make scheduled personalized sales demonstrations to the MD and OD market in region of responsibility. • Maintain, analyze and utilize territory records and other information to efficiently organize, plan, execute and measure results. • Educate and follow up the Ophthalmologists, Optometrists and staff members on the operation, utilization and application of our product to ensure overall customer satisfaction. • Provide timely, accurate, and constructive written and oral communications to management regarding expected sales planned monthly activity. • Operate a specific cost center (business) to control sales, expenses, inventory and accounts receivable. • Develop and implement synergy opportunities among other Zeiss companies, Carl Zeiss Meditec field service and other corporate partners when such programs arise.

• Achieve or exceed targets for bookings, revenue, and gross margin, and meet forecasts. • Conduct active field visits, demonstrations, and manage sales opportunities. • Identify and develop new Specialized Distributors and new Direct Customers in target vertical markets. • Provide commercial, technical, and application support to distributors and key end users. • Serve as the primary point of contact for direct customers, distributors, and internal teams, addressing all specific inquiries from various stakeholders. • Optimize territory coverage to maximize reach and impact. • Manage day-to-day business in efficient and timely manner. • Monitor and report on business trends, product fit and customer requirements.