• Source New Opportunities: Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers. • Partner Cross-Functionally: Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers. Work together to develop tailored engagement and outreach strategies. • Customer Engagement: Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions. • Pipeline Development & Handoff: Act as the bridge between CSMs and Account Executives (AEs)—qualifying expansion opportunities and executing a seamless handoff for sales follow-up and deal execution. • Campaign Collaboration: Partner with Marketing and Sales leadership to drive awareness and engagement through events, webinars, and industry conferences. Contribute to campaign planning and follow-up to build and accelerate FA pipeline. • Data Management & Reporting: Maintain disciplined and accurate tracking of all outreach, account signals, and opportunity progress within Juniper Square’s CRM and reporting systems. • Performance & Accountability: Consistently achieve or exceed quarterly pipeline creation goals for Fund Administration, demonstrating strong execution, collaboration, and strategic account engagement.

• Develop and execute channel sales strategy : Build and scale an effective distributor/dealer channel program aligned with company growth and revenue goals. • Recruit and onboard new partners: Identify high‑potential distributors/dealers and lead them through a structured onboarding process. • Manage distributor relationships : Drive strong, ongoing engagement with channel partners and build multi‑layered relationships at national and branch levels. • Drive channel performance : Set KPIs, monitor execution, and implement plans to accelerate rep productivity and sales growth. • Support new distributors with training and resources : Deliver product training, provide commercial support, and host joint events with reps to increase customer engagement. • Collaborate across the business : Partner with Customer Service, Engineering, Production, and Marketing to support channel needs and deliver a seamless customer experience. • Forecast and report pipeline : Provide accurate visibility into partner‑driven revenue, opportunities, and forecasts. • Analyze the market : Stay current on market trends, competitor activity, and customer needs; share insights to inform and improve market strategy.

• Supports Account Executive to grow revenue and share within territory and accounts • Focuses on providing exceptional customer service and identification of ways to leverage all capabilities to solve customer problems • Serves as the primary customer interface and manager for customer development programs from initiation through execution • Leverages technical competency and skills to ensure smooth, on time, and on budget project completion • Serves as a technical expert by helping to facilitate technical concurrence and identifying opportunities to leverage capabilities

• Develop and execute the Western U.S. sales strategy, balancing indirect business and channel activities • Maintain accurate CRM and new customer acquisition plans, collaborate across commercial teams like Business Development and engineering to drive new revenue growth • Drive opportunities from first contact to repeat sales through consistent follow-ups, and generate new projects to ensure continuous growth against regional targets • Develop and manage distributor partners by recruiting, training, and supporting their sales teams • Build joint sales plans, set objectives and Quarterly Business Reviews • Coach partners to become autonomous, conduct funnel reviews, and provide ongoing training so their teams can effectively sell and support our solutions • Strengthen Robotiq’s presence and focus within each partner organization • Manage key accounts, ensuring customer satisfaction, upsell, and long-term partnerships • Identify decision makers within accounts who hold specific authority for our products on a regional or global basis • Develop strong relationships with decision makers and influencers at these accounts • Prospect, pitch, and close turnkey palletizing projects from scoping and proposal through delivery and on-site integration • Travel extensively to customer sites (manufacturing plants) and channel partners to conduct presentations, demonstrations and evaluations • Collaborate with Engineering, Product, and Marketing teams to align solutions with customer needs and market trends • Gather competitive intelligence and customer feedback to shape market strategy and product roadmap • Use CRM rigorously to manage pipeline, track opportunities and deliver reliable forecasts