• Participate in new client project meetings to become knowledgeable with customers implementation configuration, use cases and pain points. • Leverage knowledge to identify and pursue opportunities to maximize bookings within assigned accounts. • Proactively identify potential upsell opportunities based on customer usage patterns, success metrics and deep relationships. • Guide clients through onboarding and adoption to ensure long term success. • Act as a trusted advisor, providing insights and recommendations to enhance the client’s payment operations using client identified customer success metrics to help guide conversations. • Conduct training sessions prior to and after client launch. • Monitor client satisfaction and performance post implementation and ensure the delivery of exceptional service to drive revenue, retention and growth until the account moves to sustaining categorization. • Provide regular reporting to client and internally regarding performance trends and prediction of attainment potential. • Serve as the primary point of contact for escalations and resolve issues promptly to ensure client satisfaction. • Maintain an in-depth understanding of PayNearMe’s platform, features, and integration capabilities.

• Grow key accounts through upsell, cross-sell, and renewals • Build trust with executives by addressing critical challenges • Lead complex sales cycles end-to-end • Champion collaboration across teams to uncover opportunities • Build a strong, future-ready pipeline

• Build rapport and grow business relationships with existing accounts by influencing decision-makers to adopt the DAT suite of SaaS solutions. • Cross-sell and up-sell solutions to grow relationships and increase the value that DAT delivers to customers. • Renegotiate annual contracts and meet or exceed your growth revenue goals • Own the retention of your account base and lower any churn with strong customer relationships • Leverage powerful selling tools, including Salesforce, to capture critical information about existing business and leads for potential new business. • Deliver extraordinary value to customers by sharing your expert knowledge of the industry and products, and strategic thinking. • Drive improvements to DAT products, solutions and processes by bringing back fresh ideas and customer feedback about how to deliver even greater value to our customers.

• Manage a portfolio of U4F customers as their primary commercial contact and product advocate. • Own customer retention and expansion outcomes, identifying and progressing upsell and cross‑sell opportunities in collaboration with Sales Engineering and Solution Consulting. • Conduct structured account reviews to understand customer priorities, open issues, adoption, and future roadmap needs. • Build strong, senior‑level stakeholder relationships, positioning Unit4 as a long‑term strategic partner. • Collaborate closely with RevOps, Product, Marketing, and Customer Success to align customer needs with solution positioning and value realization. • Maintain strong CRM hygiene, including accurate forecasting, pipeline progression, and opportunity stage management. • Contribute to the U4F go‑to‑market strategy by bringing customer insights that shape product development and commercial execution.